Onboarding Software for Successful Training

Train new and existing hires with detailed checklists!

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Don't let inefficient onboarding software stop your growth

We definitely love Process Street. Not only has it allowed us to save days in time, it's improved employee happiness and helped us to save over $1m in operating expense!

Pam Levin, Innovation Manager, Elite Business Ventures, Inc.

Here's what our incredible onboarding software can do for you and your team


Create actionable workflows in a matter of seconds

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.

onboarding software approvals


Let Approvals streamline decision-making

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.


Conquer work with teamwork

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!


Supercharge onboarding by integrating with your favorite apps

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.


Capture integral data with forms

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. 

onboarding software with conditional logic


Power up the onboarding process with conditional logic

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).

onboarding software with dashboard


Track the status of tasks with the checklist dashboard

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.

Get a free Process Street account and take control of employee onboarding today!

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Great People

Sebastian Igreti

TechMD uses Process Street for all core processes including employee onboarding, active directory management, and workstation repair processing.

Their team relies on our platform for managing day to day core business processes and operations.

Clive Bertige
CEO, Mailine Automotive

Mainline Autobody manages its core repair and insurance processes on Process Street. The team uses them to onboard and train new employees, create procedures for quality control, and to improve visibility across their operations.

With Process Street they are able to create, track, optimize and automate their standard operating procedures.


Teams around the world 💙 Process Street's onboarding software

“We could have created a traditional playbook in MS Word, but we wanted something more action-oriented. We want everyone to feel they are responsible for executing on something rather than just reading something.”

Jeremy Smith


“An elegant, yet efficient, checklist tool! I love the overall design and the simple way that you can update or change a process. You can tell how much thought went into things like click reduction and ease of use.”

Matthew Kelley


“We have recently plugged Process.st in as our top level process management tool. It is a seamless fit into our already existing project management software and allows us to track individual project processes without being weighed down by unnecessary features.”

Gil Snir


“Awesome product. The guys have put huge effort into this app and focused on simplicity and ease of use. The product oozes quality. Nice one."

Paul Clifford


Get to grips with Process Street's onboarding software by using our premade templates!

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.

Employee Onboarding Checklist

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!

Client Onboarding Checklist for a Software Development Company

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.

Process Street Webinars: Showcasing Process Excellence


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!

Stay clued-up with our business blog

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.

Case Studies

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?

Video Library

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


Product Demo

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.



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.


Conditional Logic

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. 


Creating & Editing Templates

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


Templates vs Checklists

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.


Stop Tasks

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!

Stop the chaos! Get a free Process Street account and take control of your onboarding workflows.

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