Onboarding workflows help you manage tasks when hiring a new employee.
You can use a single workflow for everyone or customise tasks based on role or team.
Before the first day
Complete these tasks before the employee starts:
Discuss role expectations, goals, and projects with the manager
Add the employee to the organisation chart
Prepare the workstation
Create system access, such as Sage HR, email, or messaging tools
Prepare the benefits package
Complete all new‑starter forms
Prepare training plans
Prepare contracts and agreements
Prepare equipment, such as laptop and accessories
Order business cards or desk nameplate
Arrange ID card or building access
Arrange parking access if needed
Send a welcome email with key details
The employee’s first day
Complete these tasks on day one:
Welcome the employee and give an office tour
Provide the employee handbook
Review safety and security policies
Introduce company culture
Review paperwork
Arrange lunch with team members
The employee’s first week
Complete these tasks during week one:
Set performance goals
Assign initial tasks
Check equipment works correctly
Answer any setup questions
The employee’s first month
Complete these tasks during the first month:
Provide feedback
Ask for feedback
Review completed and upcoming work
📌TIP: If you use the Performance module, use Surveys to collect feedback.
After the probation period
Complete these tasks after probation:
Ask for onboarding feedback
Collect feedback about the manager
Review performance with the manager
Set development and future goals
📌TIP: If you use the Performance module, use 360 Feedback for structured reviews.