Employee Onboarding Free Template

#Human Resources #automation #standardization

Ensure all Employee Onboarding process steps are being followed. With this template, you’ll be able to secure a standardized and streamlined method of onboarding your new employees every time. By connecting your Recruiting and Onboarding processes, your team can easily collect and share documents, assign tasks and next steps, and communicate with one another without leaving the platform.

Automate your Onboarding flow

There are so many steps during the recruiting and onboarding processes. Many of which require tight alignment across HR and IT functions. From collecting documentation, signing contracts and preparing technical infrastructure (equipment and software) for the new employee, there are a lot of opportunities for details or tasks to fall through the cracks, especially if these activities are being managed across multiple channels like email or chat tools.

With Pipefy’s Employee Onboarding template, you can develop a workflow that’s completely automated. By automating manual tasks like notifications and emails, your HR team can focus on what really matters: people.

Building a connected recruiting and onboarding process allows you to streamline the workflow and ensure no step is missed. From collecting employee information to notifying the IT team when to provide all necessary equipment, your standardized workflow allows everyone the benefit of visibility and connectivity.

Save time to focus on building a strong team

Automate communication

Automatically notify stakeholders so no deadline is missed.

Standardize the workflow

Create mandatory steps to ensure all required information is gathered.

Connect all departments

Keep everyone updated, from hiring managers to the IT team.

Easily welcome new employees

To run an efficient Employee Onboarding process, you need to have all the required information at the first phase of your workflow. You might need items like an employee’s documents, role details, the department where they’ll be working and more. If the process starts without all information, rework and delays are inevitable.

With Pipefy, you can standardize the process input. Using Pipefy’s Portals and Public Forms you can ensure you’ll receive all required documents and information to kick-off your process. You also have the ability to integrate with your ATS to automatically start the onboarding flow within Pipefy.

All employee information collected can be stored in databases for future use in your HR operations. Collecting and centralizing information in a single place allows you to run processes with efficiency while avoiding errors.

Standardize to automate manual steps

Pipefy’s Employee Onboarding template enables you to set standards that can be customized to suit your needs. Choose what needs to be done in each step of your flow, from equipment purchase to a welcome email, and onboard new employees without the risk of delays.

The first step to streamline a process is to standardize the flow. Create mandatory actions to ensure no information is left behind and explore Pipefy’s automation options to trigger emails, send notifications to other teams and store employees’ information.

Forget about spending valuable hours with repetitive tasks. Pipefy does the manual work for you.

Click any screen to view larger

Track HR most important KPIs

Measure your process efficiency so you can constantly improve the onboarding experience. Automatically pull data from your workflow to visual Dashboards that will help you to evaluate your process and modify your workflow accordingly.

Track the most important KPIs of the onboarding process with Pipefy: eNPS, employee retention, turnaround time, and much more.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

HR Teams love Pipefy

Now, when hiring managers submit recruitment requests, they have to answer a series of questions, such as salary and job requirements. So when we get the requests, we don’t have to track down missing information.

Renan Souza Lima Strategic Analyst, HR

Related templates

Related resources

Employee Onboarding Template

Use this Free Template
Request a demo