Employee Onboarding Free Template

There are so many steps during the recruiting and onboarding processes that require tight alignment across teams. From collecting documentation, signing contracts, and preparing equipment, there are a lot of items that could fall through the cracks, especially if they are being managed across multiple channels like email or chat tools.

With this employee onboarding template, you can develop a workflow that’s completely automated, replacing these manual tasks.
Set automations to send emails, assign team members, update information, or even create a new task in other processes, like IT onboarding, for example.

Get started with Pipefy today and improve your team’s efficiency!

The best onboarding process is the one that suits your company’s needs. But it doesn’t mean you have to start from scratch. Use Pipefy’s employee onboarding template as a model, get inspired by it, then customize it as your own.

You can add new phases, create forms, welcome messages, surveys, and share them with your team. Need to prepare a document? Don’t worry! Use dynamic content to automate document creation.

This template is flexible, so you can modify the Kanban board’s fields, formats, and other visual components. Choose mandatory information and gather all information you need in a single place.

Using tools like portals and forms, you 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.

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.

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

Pipefy’s employee onboarding template comes with a dashboard example, where you can track your process performance. Use this information to keep up with each employee’s first steps and improve your 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.