Employee Onboarding Software
Go beyond onboarding paperwork and make sure every new hire is perfectly set up to become productive quickly. Run a self-driven, automated process for new joiners.
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
Employee Onboarding
Client Onboarding
Leasing - Tenant Onboarding
Client Content Approval
Internal Purchase Order Request
Proposal/Contract Review
Tallyfy® is Employee Onboarding and Orientation Made Easy
The real problem we hear from HR and operations teams is coordination chaos. One consulting team shared their 35-step onboarding process spanning pre-hire paperwork through 1-year check-ins - involving HR, IT, managers, payroll, and client systems. Without a system, they were manually tracking tasks across DocuSign, cloud storage, payroll systems, and email. The biggest win teams report: new hires no longer feel abandoned on Day 1, and HR no longer spends hours chasing status updates across departments. Run and scale employee onboarding with AI-powered workflow software.
How Tallyfy Works for Employee Onboarding
Three steps to get every new hire productive fast
1. Document
Build onboarding checklists using reusable templates that coordinate HR, IT, and managers for each new hire.
Can new hires wait?
Are you hearing this at work? That's busywork
Enter between 1 and 150,000
Enter between 0.5 and 40
Enter between $10 and $1,000
Based on $30/hr x 4 hrs/wk
Your loss and waste is:
every week
What you are losing
Cash burned on busywork
per week in wasted wages
What you could have gained
160 extra hours could create:
per week in real and compounding value
Total cumulative impact over time (real cost + missed opportunities)
You are bleeding cash, annoying every employee and killing dreams.
It's a no-brainer
Onboarding workflow skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our employee onboarding and orientation experts for life.
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Middleware
BI & Data Export
Events & Triggers
AI & Automation
Security
Documents
Analytics & Metrics
Email Integration
Legal & Enterprise
Related Questions
What exactly is Tallyfy?
Tallyfy is a strong application that crushes workflow chaos by keeping track of every step for any process – entirely automatically. With trackable, digitized workflows, you can save about 2 hours per person per day by delegating to people and/or AI, perform consistent and standardized operations, and scale operations with ease. It's especially useful with form intake processes, when you don't want to lose or forget any submission.
Why is employee onboarding and training software crucial for modern businesses?
This type of software is important for a variety of reasons, but perhaps most importantly, because it establishes a consistent, repeatable way of ensuring that each new hire has the same high-quality experience that sets the tone for their time with your company. Without well-considered software solutions they fall prey to haphazard training, overlooked steps, and high employee turnover. It's easier for new hires to be more productive in less time and feel more connected from the start with structured onboarding.
How does Tallyfy transform the employee onboarding experience?
Tallyfy changes the way new hires are onboarded by providing a clear, sequential process that's simple to follow and captures progress. It removes the headaches of missed to-dos, missed paperwork, and inconsistent training. The software can automatically translate content into more than 90 languages, ideal for international teams. And it offers real-time insight into where each new hire stands in their onboarding process.
What happens if you don't use proper software for employee onboarding?
Without onboarding software like Tallyfy, companies can end up with high attrition, low productivity, and disgruntled new employees. Manual systems result in skipped steps, inconsistent training and no accountability. The consequence is that new hires don't know where they fit, they're overloaded, and out of sync with culture, causing early turnover at high cost to the organization.
How does Tallyfy handle document management during onboarding?
Filling in the blanks at Tallyfy is a stunningly easy way to take control of document management during onboarding. Instead of duplicating dozens of documents, you can just make templates for contracts, training manuals, and policies. You can define what's editable and what's read-only, reuse snippets throughout your document (or between documents), and have certain fields pre-populated with information sourced from your existing customer records, saving you hours of manual administrative work.
Can I see customer reviews of Tallyfy?
Of course! You can read genuine customer reviews and success stories of how companies transformed their onboarding processes with Tallyfy by going to our customers page. These testimonials show real experiences from businesses that have dramatically improved their employee onboarding and training procedures.
How does Tallyfy ensure consistent training across different locations?
Tallyfy maintains training consistency with templates, auto-translations, and measurable processes. Each new employee, anywhere, goes through the same foundation with room for tailoring. Team members can be assigned roles and responsibilities while managers check in on progress throughout all their locations.
Does Tallyfy offer a free trial for testing the onboarding system?
Yes, Tallyfy provides a trial based on a personalized demo so you can work on the platform using your own onboarding flows. To start your personalized trial, just book a demo and we'll configure your instance with your real onboarding workflows.
How does Tallyfy handle compliance and documentation requirements?
Tallyfy keeps an audit trail automatically and has granular permissions for everything you do when you onboard. This satisfies many governing bodies and easily shows that the needed training and documentation was accomplished. It also keeps all required docs safe, organized and accessible whenever you need them.
Does Tallyfy offer free help with implementing onboarding processes?
Yes, Tallyfy offers free professional services to assist in deploying your onboarding processes. Our team will get you started with your workflows, templates, and ensure you're making the most of the platform. To try out this free support, book a chat with our team.
How does pricing work for different countries?
Tallyfy has a unique and fair pricing model based on GDP per capita in each country. As a result, businesses in any location get lifetime discounts of up to 90%, making it accessible to companies all over the globe. This pricing model makes premium onboarding tools available to businesses in any country.
How can I get a demo of Tallyfy for my organization?
Getting started with Tallyfy is simple and easy. Just head to our booking page to book yourself a demo. Our experts will walk you through how Tallyfy can streamline your onboarding, answer any questions you may have, and start you on the path to building a better onboarding process.
How do you handle the 30-60-90 day check-ins that most onboarding requires?
Tallyfy supports time-based triggers that automatically schedule check-ins at 30, 60, 90 days, 6 months, and 1 year after start date. One consulting team told us they previously forgot these milestone reviews until someone complained - now the system reminds managers and HR automatically, and tracks whether the check-in actually happened.
What if different departments use different systems?
This is exactly the problem Tallyfy solves. Teams tell us they were previously coordinating across DocuSign, cloud storage, payroll systems like Paychex, background check services, and email. Tallyfy becomes the coordination layer - it does not replace your specialized tools but ensures tasks happen in the right order across all of them. When HR completes their step, IT automatically gets notified to start theirs.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency