Onboarding Software for Successful Training

Train new and existing hires with detailed checklists!

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Get hires up to speed quickly and effectively with Process Street's onboarding software!

Give your new and existing employees detailed checklists. This lets them carry out their duties while getting trained with a full guide to refer to!

Process Street is simple to use and is intentionally designed to get you up and running within minutes, not months. How's that for speed?

Humans are prone to mistakes — especially new hires. But with our easy-to-follow checklists, errors are a thing of the past.

Don’t let tasks (or people) fall through the cracks. Gain control and visibility into whether your team has actually followed the process.

Cut wasteful hours of searching for the most recent process doc. Consolidate, centralize, and collaborate all in one place

Our intuitive drag-and-drop editor enables you to swiftly document your team's recurring processes. Once documented, you can automate, standardize, and optimize your processes for truly efficient working.

WORKFLOWS

With our Approvals feature, quickly approving or rejecting items from teammates (especially new hires) is easy. Decisions can be made in-app at home, or when on the go from our mobile app, your phone's web browser, or your email inbox. Here's to no more bottlenecks.

APPROVALS

Quickly build collaborative workflows and monitor progress using the checklist dashboard. Instantly check your team’s progress, organize work, and identify any potential issues. Be the guiding light for new and experienced team members alike!

COLLABORATION

Worried about siloing your tools? Don't be. Process Street integrates with over 2,000 apps via Zapier, webhooks, and API integration, meaning Process Street will fit into and complement your software stack.

INTEGRATIONS

Structured information can easily be collected and managed with our rich, in-built forms. What's more is the data can then be seamlessly passed between our onboarding software and your other favorite apps. Never let important data go to waste or be forgotten about again. 

FORMS

Your team's needs are ever-changing. Conditional logic automagically changes checklists so that the needs of your team are always met (and without you needing to lift a finger, either).

CONDITIONAL LOGIC

With our checklist dashboard feature, teams are given a transparent, bird's-eye view of all in-progress tasks. Bring visual management into your company and stay on top of your team’s work. No matter what.

DASHBOARD

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Our template library is stocked with over 1,000 checklist templates. Not only will they save you effort, time, and money once they're added to your account, they'll also help you understand how to best use our onboarding software.

You're here because you care about onboarding talent the right way. To do exactly that — and reap the rewards of increased employee engagement, retention, and happiness — there's our general onboarding checklist template. Run through this checklist to help talent acclimatize to their new role efficiently and effectively. Go one step further by integrating apps like Workable with Process Street to automate steps in this workflow!

Employee onboarding is incredibly important, but so is client onboarding. This checklist template enables software development companies to properly onboard new clients and ensures a stellar working relationship for both parties. Stop tasks enforce order, emails can be sent out at lightning speed with the email widget, and forms capture integral data. We have variations of this template for tons of other business types, too.

From subject matters like automation to question and answer sessions regarding our newest features, our free webinars inform you how to become a process maestro. Think of them as regular masterclasses hosted by Process Street's very own customer success team, who are often joined by guests like Salesforce. Don't miss out on the next one!

REGISTER FOR OUR WEBINARS

Read through educational, entertaining, and exciting posts on onboarding — and much, much more.

Sales teams have high turnover rates. So how do you lower the turnover rate in your own sales team and retain top-tier talent? Here are our tips — and free templates. 

No matter where your team does their work, they need to manage their time correctly. To implement new time management strategies that work, read this post.

Onboarding employees remotely needn't be difficult. By reading this insightful post, you'll learn how to make remote onboarding painless for everybody involved.

Just like the companies in the case studies below, you could save money, be more productive, reduce errors, and grow your business by using Process Street.

 Will you be the next great company to join us?

Watch our high-quality videos to discover how you can take your Process Street workflows to the next level.

Allow your checklists to dynamically adapt with if-this-then-that conditional logic. With smart checklists, you and the rest of your team can conquer any situation. 

2:58

Streamline, automate, and level up your team's decision-making with Approvals. Approve or reject your team's items — such as a project — with the click of a button.

2:04

Using onboarding software has never been easier. And in this short, informative video, you get a full overview of Process Street and how it will superpower your processes.

4:40

Before using our onboarding software's more advanced features, start from the top and learn the basics of creating and editing templates.

2:50

Find out how to create master documents of a process — known in Process Street as templates — and then how to launch checklists, single instances of that process.

1:46

Never have employees accidentally skip over important tasks by enforcing order with stop tasks. Stop tasks are also great for hand-offs and breaking up checklists into stages!

7:02

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