Templates
Operations
How to Automate the Employee Onboarding Process
🔄

How to Automate the Employee Onboarding Process

Discover how to streamline and automate your employee onboarding process for a smooth integration of new hires into your company efficiently.
1
Identify the necessary information for the new hire
2
Gather and prepare necessary documents
3
Coordinate with IT department for equipment set up
4
Set up new hire's email account
5
Prepare onboarding schedule
6
Approval: Onboarding Schedule
7
Set-up necessary software accounts
8
Assign new hire to a mentor
9
Prepare welcome kit for the new employee
10
Approval: Welcome Kit
11
Prepare necessary paperwork for new hire
12
Send onboarding materials to the new hire
13
Set up orientation meeting
14
Approval: Orientation Meeting
15
Monitor and adjust onboarding process as necessary
16
Collect feedback from the new hire after onboarding process
17
Approval: Feedback
18
Store all documents and credentials securely
19
Update onboarding process based on feedback