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 with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Save offer letter to employee file | TM Team member | |
| Status: Active | 2. Send welcome email to new hire | Claude AI agent | |
| Status: Waiting | 3. Set up HR system account | TM Team member | |
| Status: Conditional | 4. Create onboarding task list | Claude AI agent | |
| + 1 more step below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
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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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
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