Employee Onboarding
With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...
8 steps
7 automations
Other HR
HR onboarding workflow for Tallyfy
A simple starting point for employee onboarding
Not every company needs a complex onboarding process. This lightweight template covers the essentials - offer letter filing, welcome communication, HR system setup, and scheduling - giving you a foundation you can build on as your needs grow.
5 steps
Run this workflow in Tallyfy
1
Import this template into Tallyfy and assign HR to the 5 core onboarding steps from offer letter storage through activity scheduling 2
Configure 5-day deadlines in Tallyfy for each step to ensure new hires don't get left waiting while tasks sit incomplete 3
Run every new hire through the same Tallyfy process so you have a consistent starting point and can add more steps as your needs evolve Process steps
1
Save offer letter to employee file
5 days from previous step
Upload the signed offer letter to the employee file right away. Do not wait until everything else is done - if that file gets lost, you have no record of what was agreed. Create the folder structure if it does not exist yet.
2
Send welcome email to new hire
5 days from previous step
Send a warm welcome email with all the practical details they need: start date, time, who to ask for, what to bring. Include any paperwork they need to complete before day one. First impressions matter.
3
Set up HR system account
5 days from previous step
Create the employee profile in your HR software with accurate personal details and start date. Get their tax forms and direct deposit info entered correctly the first time - payroll errors are embarrassing and annoying for everyone.
4
Create onboarding task list
5 days from previous step
Set up their personalized onboarding checklist with all required training, meetings, and setup tasks. Assign due dates and responsible people. A clear task list helps new hires know exactly what they need to do and by when.
5
Schedule onboarding activities
5 days from previous step
Book orientation sessions, team introductions, and training on their calendar before day one. Coordinate with IT for equipment setup, facilities for badge access, and their manager for the first week plan. Do not leave them sitting around with nothing to do.
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