New hire onboarding checklist
Accounts, equipment and first-week plans ready on day one
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the offer details and the role's onboarding template
Creates the onboarding checklist for each new hire from the role, the team and the start date
Opens the requests and tracks them
Requests the accounts, the equipment and the access the role needs and chases the owners
Drafts the plan and the note
Drafts the first-week plan and the welcome note from the manager's template
Works in

Workday, Okta, Slack
What it does
- Creates the onboarding checklist for each new hire from the role, the team and the start date
- Requests the accounts, the equipment and the access the role needs and chases the owners
- Drafts the first-week plan and the welcome note from the manager's template
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.