New hire onboarding checklist

Accounts, equipment and first-week plans ready on day one

Business OperationsPeopleOperationsWorkday, Okta, Slack
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 inWorkday, 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

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