HR Onboarding Automation: Checklist + Workflow Template

A good onboarding experience determines whether new employees stay or leave after 6 months. Yet in most companies, onboarding is a chaotic mix of forgotten tasks, missing access credentials, and overwhelmed contacts. This can be changed - with automation.

Why Automate Onboarding?

The Reality Without Automation

Day 1 for the new employee:

• Laptop isn't there
• Email account not set up
• Nobody knows they're coming
• No desk assigned
• "Oh, you're starting today?"

The consequences:

• 33% of new employees look for a new job within their first year
• Poor onboarding is the #1 reason for quitting
• Training takes longer
• Productivity suffers

With Automation

Before Day 1:

• Everyone is informed
• Equipment is ordered and set up
• Accounts are created
• Workspace is prepared
• Training plan is ready

Day 1:

• New employee feels expected
• Everything works
• Time for actual work

The Automated Onboarding Workflow

Overview

[Employment contract signed]
         |
[Pre-boarding: 2 weeks before]
         |
[Day 1: Welcome]
         |
[Week 1: Orientation]
         |
[Month 1: Training]
         |
[Month 3: Check-in]
         |
[Month 6: Feedback]

Phase 1: Pre-Boarding (Contract to Day 1)

Automatically upon contract signature:

Trigger: New employee in HR system

IMMEDIATELY:
|-- Notify IT (Slack/Email)
|   |-- Tasks:
|       - Order laptop
|       - Create email
|       - Software licenses
|       - Set up access
|
|-- Notify Facilities
|   |-- Tasks:
|       - Assign workspace
|       - Prepare key/badge
|       - Parking (if relevant)
|
|-- Notify team
|   |-- Slack: "New colleague [Name] starts on [Date]"
|
|-- Welcome email to new employee
    |-- Info about first day, contact person, dress code

DAY -7:
|-- Reminder to IT: "Are all accounts ready?"
|-- Reminder to Facilities: "Is workspace ready?"
|-- Assign buddy + inform them

DAY -3:
|-- Send calendar invitations
|   |-- Orientation meetings, training sessions
|-- Prepare/send welcome package
|-- Share org chart + important docs

DAY -1:
|-- Check final checklist
|-- Team reminder: "Tomorrow [Name] starts"
|-- Reception info: "[Name] arrives tomorrow at 9:00"

Phase 2: Day 1

Automatically on the first day:

08:00 - Notify reception
09:00 - Welcome email with daily schedule

CHECKLIST FOR THE DAY:
[ ] Hand over badge/key
[ ] Show workspace
[ ] Hand over laptop + setup
[ ] Test email access
[ ] Explain important tools
[ ] Introduce team
[ ] Buddy lunch

18:00 - Follow-up email:
"How was your first day? Questions? Contact: [Person]"

Phase 3: Week 1

DAY 2-5:
|-- Daily: Brief check-in by buddy
|-- Unlock training videos
|-- Access to knowledge base
|-- Assign first tasks

END OF WEEK 1:
|-- 1:1 with supervisor
|-- Feedback form: "How's it going?"
|-- Plan next week

Phase 4: Month 1-3

WEEK 2-4:
|-- Weekly check-ins (automatically scheduled)
|-- Advanced training
|-- Project onboarding

DAY 30:
|-- Schedule probation review (calendar)
|-- Collect performance feedback
|-- Survey: Onboarding satisfaction

DAY 60:
|-- Check-in meeting
|-- Any necessary corrections

DAY 90:
|-- Probation period review
|-- Official confirmation
|-- Complete onboarding

Technical Implementation

Tool Stack for Automated Onboarding

Option 1: HR Software with Onboarding Module Option 2: No-Code Workflow Solution

Example: Workflow with Make.com + Airtable

Airtable Structure:

Table: New Employees
|-- Name
|-- Email
|-- Start Date
|-- Department
|-- Supervisor
|-- IT Status (Checkbox)
|-- Facilities Status (Checkbox)
|-- Buddy
|-- Onboarding Phase

Table: Onboarding Tasks
|-- Task
|-- Responsible
|-- Due (relative to start date)
|-- Dependency
|-- Status

Make.com Scenario:

Trigger: New record in Airtable "New Employees"

Parse start date
Generate tasks:
   - IT tasks (Due: Day -7)
   - Facilities tasks (Due: Day -5)
   - Team notification (Due: Day -3)
Send Slack messages
Create calendar entries
Schedule emails

Daily Check Workflow:

Trigger: Every day at 9:00

Query Airtable: Tasks due today
For each task:
   - Reminder to responsible person
   - If overdue: Escalation
New employees this week?
   - If yes: Countdown updates

Example: Workflow with Personio

Personio has native onboarding workflows:

Settings → Onboarding

Create template:
|-- Task 1: IT Notification
|   |-- Assign to: IT Admin
|   |-- Due: 14 days before start
|   |-- Create automatically: Yes
|
|-- Task 2: Welcome Email
|   |-- Assign to: HR
|   |-- Due: 7 days before start
|   |-- Email template: [Select]
|
|-- [More tasks...]

Trigger: New employee created
→ Template automatically applied

Email Templates

Welcome Email (Before Day 1)

Subject: Welcome to [Company] - Your First Day Info

Hello [First Name],

We're excited that you're starting with us on [Start Date]!

YOUR FIRST DAY:
Location: [Address]
Time: 9:00 AM
Parking: [Info] / Public Transit: [Info]
Dress Code: [Smart Casual / etc.]
Contact: [Name], [Phone]

WHAT TO EXPECT:
Welcome by [Name/Team]
Setup of your workspace
Meet the team
Team lunch

WHAT TO BRING:
ID (for HR paperwork)
Bank details
Social security information

If you have any questions, reach me anytime at [Email/Phone].

See you soon!
[HR Signature]

Day 1 Feedback

Subject: How was your first day?

Hi [First Name],

You've completed your first day at [Company]!

I hope everything went smoothly. If not - let us know!

A FEW QUICK QUESTIONS:
Did everything work with your laptop/access?
Did you meet all the important people?
Is there anything we could do better?

[Button: Give Feedback]

Your buddy [Name] is available for any questions.
See you tomorrow!

[Signature]

30-Day Check-in

Subject: Your First Month - How's It Going?

Hi [First Name],

One month down! Time for a quick check-in:

QUICK SURVEY (2 min):
[Link to Survey]

Your feedback helps us improve onboarding for
future colleagues.

PROBATION REVIEW:
Your meeting with [Supervisor] is on [Date] at [Time].
Calendar invite to follow.

Questions? Always happy to help!

[HR Signature]

Checklist Templates

IT Checklist

NEW EMPLOYEE: _______________
START DATE: _______________
IT RESPONSIBLE: _______________

BEFORE DAY 1:
[ ] Hardware ordered
  [ ] Laptop (Model: _________)
  [ ] Mouse/Keyboard
  [ ] Headset
  [ ] Monitor (if needed)

[ ] Accounts created
  [ ] Email (@company.com)
  [ ] Microsoft 365 / Google Workspace
  [ ] Slack / Teams
  [ ] Password manager
  [ ] VPN access

[ ] Software licenses
  [ ] Office / G Suite
  [ ] [Industry software]
  [ ] [Project management tool]

[ ] Permissions
  [ ] Shared drives
  [ ] Intranet access
  [ ] Tool-specific roles

DAY 1:
[ ] Hardware handed over
[ ] First login assisted
[ ] Important tools explained
[ ] IT contact introduced

NOTES:
_________________________________

Buddy Checklist

NEW COLLEAGUE: _______________
BUDDY: _______________

BEFORE DAY 1:
[ ] Introduce yourself via email/Slack
[ ] Organize lunch for Day 1
[ ] Prepare important info (where things are, unwritten rules)

DAY 1:
[ ] Greet at reception
[ ] Office tour
[ ] Show important places (kitchen, restrooms, meeting rooms)
[ ] Introduce team
[ ] Lunch together
[ ] Signal availability for questions

WEEK 1:
[ ] Daily brief check-in (5 min)
[ ] Answer questions
[ ] Accompany to meetings
[ ] Include in informal communication

MONTH 1:
[ ] Weekly check-in
[ ] Collect feedback
[ ] Support integration
[ ] Report to HR if there are issues

Metrics for Successful Onboarding

What You Should Measure

Process Metrics:

• Time to Productivity: How long until full performance?
• Onboarding Completion Rate: All tasks completed?
• Hiring Manager Satisfaction: Supervisor satisfaction rating

Outcome Metrics:

• 90-Day Retention: How many stay after 90 days?
• 1-Year Retention: How many after one year?
• New Hire NPS: Would they recommend us as an employer?

Track automatically:

In Airtable/Personio:
Task completion %
Days until all access works
Feedback scores from surveys
Terminations during probation

Scaling: From Startup to Mid-Size

1-20 Employees

• Google Sheets/Notion checklist
• Manual emails
• Personal touch is important

20-100 Employees

• Dedicated onboarding tool (Personio, BambooHR)
• Standardized workflows
• Email templates

100+ Employees

• Enterprise HR suite
• Learning Management System
• Automated compliance training
• Analytics and reporting

Common Mistakes to Avoid

1. Too Much Information on Day 1

Wrong: 8-hour presentation marathon Better: Basics on Day 1, rest spread over weeks

2. Forgetting IT

Wrong: "The laptop will come next week" Better: Automatic IT notification 2 weeks in advance

3. No Buddy System

Wrong: "Just ask someone" Better: Dedicated buddy with clear responsibilities

4. No Follow-up

Wrong: Leaving them alone after Day 1 Better: Automatic check-ins over 90 days

5. One-Size-Fits-All

Wrong: Same process for everyone Better: Customized workflows per role/department

ROI Calculation

Cost of Poor Onboarding

Employee leaves after 6 months:
Recruiting costs: $5,000
Training time: $10,000
Productivity loss: $15,000
Re-recruiting: $5,000
= $35,000 per bad hire

Investment in Automation

HR Software: $3,000/year
Implementation: $5,000 one-time
HR time savings: 200h/year = $8,000
Reduced turnover: 1 employee = $35,000

First year ROI: 500%+

Conclusion

Onboarding is the first impression employees get of your company. A chaotic onboarding signals: "Nothing works here."

Automation ensures:

• Consistency: Everyone gets the same great start
• Reliability: Nothing is forgotten
• Relief: HR has time for what matters
• Scalability: 5 or 50 hires - the process works

Start with a simple checklist. Automate step by step.

---

Want to automate your onboarding? We help with tool selection and workflow implementation - from the checklist to the fully automated process.