Pass employee_type (full-time, part-time, contractor), department, and start_date via identify(). Show role-appropriate onboarding checklists from day one.
Checklist-driven onboarding covers I-9 verification, personal information entry, emergency contact setup, and direct deposit configuration — the compliance-critical first-day tasks.
Benefits enrollment tours guide employees through health insurance selection, retirement plan enrollment, and PTO policy — the decisions employees most often get wrong without guidance.
A 30-day new hire checklist keeps employees on track through their first month — covering training completions, system access setups, and first project milestones.
Guided tour through I-9 completion, document upload, and verification workflow — ensuring compliance from day one with contextual explanations of document requirements.
Step-by-step benefits enrollment tour covering health, dental, vision, life insurance, and retirement plans — with plain-language explanations of each option's implications.
Guided direct deposit setup, tax withholding configuration, and paycheck delivery preference — with explanations of W-4 elections that new employees consistently get wrong.
A persistent 30-day checklist tracks new hire progress through training, system access, and first project milestones — synced to the HRBP's dashboard for proactive support.
Describe your new employee onboarding flow in plain English — AI builds every step, copy, and selector in seconds. No engineers needed.
Persistent checklists track every milestone in your new employee onboarding — with completion events that sync to HubSpot, Salesforce, and Slack automatically.
Show the right flow to the right user based on role, plan, company, or any custom attribute. HR Technology SaaS-specific targeting rules built in.
A trained AI chat widget answers user questions 24/7 about your new employee onboarding — deflecting support tickets at the moments of highest friction.
Targeted banners and tooltips appear at exactly the right moment during new employee onboarding — contextual, non-disruptive, and trackable.
Step completion rates, drop-off points, and time-to-activation for every stage of your new employee onboarding — actionable data in a single dashboard.
Other HR Technology SaaS workflows