New Hire Onboarding
New hires up to speed faster, with nothing missed on day one.
Mark someone hired and day one sorts itself: welcome email, paperwork, accounts and a first-week checklist. You see what's done and what's stuck.
Done: paperwork, accounts, ride-along with Mike, safety video.
Stuck: van inventory check. Can't find the count sheet.
Waiting on Jordan: direct deposit form.
Day 30 check-in comes Dec 9.
About New Hire Onboarding
Gets a new hire productive faster, with nothing missed on day one.
When you mark someone hired, day one sorts itself: a welcome email, paperwork to sign, accounts and a first-week checklist. You track their forms and tasks in one place, and get day 7 and day 30 check-ins on how they're doing.
Works with
- Your checklist and forms
- Your schedule
Sound familiar?
What owners tell us.
I never know which forms are still missing.
Paperwork is half done on day one, every time.
I don't find out a new hire is stuck until they quit.
How it works
Three steps, start to finish.
- Step 1
Mark them hired
They get a welcome email, paperwork to sign and a first-week checklist. Accounts get set up and they're added to the schedule.
- Step 2
They work through it
Forms to sign and tasks to finish show up on their phone, and get ticked off as they're done.
- Step 3
You get the check-ins
Day 7 and day 30: what's done, what's stuck, what they keep asking about.
What you get
The details.
Day one, sorted
- When you mark someone hired, they get a welcome email, paperwork to sign and a first-week checklist.
- Their accounts get set up and they're added to the schedule.
Forms and tasks, tracked
- Paperwork to sign and first-week tasks live in one checklist.
- You see what's done, what's waiting on the new hire and what's stuck.
- A reminder about a missing form is drafted for you to approve.
You stay in the loop
- A day 7 and day 30 check-in summary: what's done, what's stuck and what's still waiting.
New hire questions
New Hire Q&A, where new hires ask questions from your own docs, is part of Einstein. It isn't part of this build.
You stay in control
You stay in charge.
- Nothing goes to a new hire until you mark them hired.
- We set it up so new hires see only their own forms and tasks.
- You see every form and task status in one place.
How you get it
No big project. A fixed quote and a setup we do with you.
- Free discovery call
- Fixed quote
- Setup: we load your checklist, forms and first-week tasks, then run the first hire with you
- Check-in
Before you agree to anything, your written proposal sets out the build's scope, what it can and can't access, what needs your approval, and its setup, ongoing and usage-based charges.
Questions
Common questions.
Do I need Einstein?
No. New Hire Onboarding is its own build for forms, tasks and progress. New Hire Q&A, where new hires ask questions from your docs, is part of Einstein.
Can a new hire see pay or HR files?
We set it up so they see only what you allow.
What happens on day one?
They get a welcome email, paperwork to sign and a first-week checklist. Their accounts get set up and they're added to the schedule.
How do I know if a new hire is stuck?
The day 7 and day 30 summaries show what's done, what's stuck and what's still waiting on them.
What does it cost?
One fixed price for the build, in a written proposal you agree to before anything is built. We start with a free discovery call, so the quote fits the way you work. Before you agree to anything, your written proposal sets out the build's scope, what it can and can't access, what needs your approval, and its setup, ongoing and usage-based charges.
What about AI usage costs?
If your build uses an AI provider, such as Claude, OpenAI or Grok, your written proposal names it and explains how usage is measured and billed, what's included, any markup, and any caps or overages, before you agree.
Works well with
Two or more builds qualify for one portal for your team.
Start with the problem.
Tell us the one job that costs you the most on a free discovery call. You owe nothing.