Employee Onboarding Free Template

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. Use a shared inbox to keep message threads with employees on track.

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

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

Pipefy’s Shared Inbox allows you to increase visibility into HR’s inboxes and make email management more collaborative. By assigning email threads to specific team members, you can leverage streamlined communication with successful candidates about to be hired and onboarded. This feature also saves critical time for your HR teams, letting them focus on enriching activities during the onboarding processes.

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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, store employees’ information, and ensure communication is uniform and clear.

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

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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.


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.

Connect Pipefy to your favorite software with ease

HR Teams love Pipefy

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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

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