HR onboarding workflow for Tallyfy

Make every new hire feel expected, not like an afterthought

When onboarding tasks live in scattered emails and spreadsheets, new hires show up to missing equipment, no system access, and confused managers. This template coordinates HR, IT, facilities, and the hiring manager so everything is ready before day one.

8 steps
7 automations

Run this workflow in Tallyfy

1
Import this template into Tallyfy and configure the 7 automations to assign tasks to HR, IT, office manager, and the hiring manager based on their roles
2
Use Tallyfy's deadline chaining to ensure IT setup happens 2 days after payroll, orientation 5 days from start, and IT training follows the welcome meeting
3
Track every new hire through Tallyfy's 8-step onboarding process with real-time visibility and sign-off checkpoints to verify everything is complete
Import this template into Tallyfy

Process steps

1

HR - Set up payroll and send welcome email

1 days from previous step
task
Welcome {{employee-first-name-414633}}\! You're officially part of the team. This is where we get your paperwork sorted so you can hit the ground running on day one. What you need to do: Fill in the fields below. Don't worry if you don't have your Employee ID yet - we'll assign one. The important stuff: personal email, phone, and emergency contact. Why this matters: Getting this right means your first paycheck arrives on time and we can reach you if needed. Questions? Just ask HR - we don't bite.
Form fields in this step
Employee ID (if assigned)
Personal Email
Address
Phone
Date of Birth
SSN
Immigration Status
Gender
Emergency Contact Name
Emergency Contact Phone
Other Information
2

IT - Order equipment and set up workstation

2 days from previous step
task
New hire: {{employee-first-name-414633}} {{employee-last-name-414634}} Time to get their workspace ready. This isn't just about hardware - it's about making sure they can actually do their job from day one. Checklist: • Desktop or laptop (check with manager for specs) • Monitor, keyboard, mouse • Phone extension or headset • ID card and building access Pro tip: Order early. Shipping delays happen. Nobody wants their new hire staring at an empty desk.
Form fields in this step
Please select what has been set up
3

Office Manager - Prepare physical workspace

2 days from previous step
task
Setting up for: {{employee-first-name-414633}} {{employee-last-name-414634}} Department: {{department-2068071}} First impressions matter. When someone walks in on their first day, they should see a desk that's ready - not a storage area with a chair somewhere underneath. What needs doing: • Clean desk in the right location (check with hiring manager) • Parking spot assigned (if applicable) • Office keys or access cards • Basic supplies: notepad, pens, maybe a welcome plant Small touches make people feel expected, not like an afterthought.
Form fields in this step
Please mark what has been done
What is the assigned car parking spot?
4

IT - Create accounts and system access

2 days from previous step
task
For: {{employee-first-name-414633}} {{employee-last-name-414634}} Reports to: {{hiring-manager-2068070}} This is where the new hire actually becomes real in your systems. No account = no work. Simple as that. Accounts to create: • Email (format: firstname.lastname@company.com) • Active Directory / SSO login • Conference calling platform • File storage access (check permissions with manager) Important: Write down the temporary passwords somewhere secure. You'll need to share them during IT orientation. Don't email passwords - ever.
Form fields in this step
Select accounts that have been set up
5

HR - Welcome meeting and company orientation

5 days from previous step
task
New team member: {{employee-first-name-414633}} {{employee-last-name-414634}} This is their first real day. Make it count. Nobody remembers every policy you cover, but they'll remember how they felt. Orientation agenda: • Company history and culture (keep it short - 15 mins max) • Team introductions (walk them around) • Key policies: time off, expenses, who to contact • Benefits overview - schedule a separate deep-dive if needed Don't forget: Get their employee bio for the team directory. A photo too if they're comfortable. People want to know who just joined.
Form fields in this step
Start Date
Employee Bio
Employee Resume for Database
HR Induction Schedule
6

IT - Systems training and security briefing

2 days from previous step
task
Training: {{employee-first-name-414633}} {{employee-last-name-414634}} Don't just hand over passwords and walk away. A 30-minute walkthrough now saves hours of support tickets later. Cover these basics: • How to log in (and what to do when locked out) • Email setup - especially on mobile • File storage: where to save things, what not to put in email • VPN setup if working remotely • Security basics: phishing, password rules, who to call if something looks wrong Leave them with: A one-pager with key contacts and common troubleshooting steps. They won't remember everything you said.
Form fields in this step
IT Onboarding
7

Manager - Role clarity and first-week goals

2 days from previous step
task
Meeting with: {{employee-first-name-414633}} {{employee-last-name-414634}} Your new team member in: {{department-2068071}} This conversation sets the tone for everything that follows. Be specific. Vague expectations create anxious employees. Week one agenda: • What does success look like in this role? Give examples. • Current projects - what's urgent, what can wait • Who's who on the team and who to go to for what • First assignment - something achievable but meaningful Assign a buddy: Someone who's been here a while and actually enjoys helping new people. Not everyone does - pick wisely. Schedule regular check-ins: Daily for week one. Then weekly. Adjust from there.
Form fields in this step
1st week tasks
8

HR - Onboarding completion and sign-off

2 weeks from previous step
task
Closing out onboarding for: {{employee-first-name-414633}} {{employee-last-name-414634}} Before marking this complete, do a quick sanity check. Did everything actually happen? Sometimes steps get checked off without getting done. Verify: • All systems access working (quick test) • Payroll confirmed - nothing worse than a missed first paycheck • Manager has had the role clarity conversation • New hire knows who to contact for different issues Send a summary email to: • HR Manager • IT Admin • Hiring Manager Include: start date confirmed, any outstanding items, 30-day check-in scheduled. Not quite done? Flag what's missing. Don't close this until it's actually complete.
Form fields in this step
HR and IT onboarding sign-off complete
Hiring Manager onboarding sign-off complete

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