Employee Onboarding
Run this process every time a new employee is being integrated into the company. If you're not sure where to start, foll...
First impressions shape retention. This workflow coordinates HR, manager, and IT tasks before arrival and through the first month so new employees feel prepared, welcomed, and connected from day one instead of scrambling to figure things out.
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Before arrival HR: Send new employee email and company handbook | TM Team member | |
| Status: Active | 2. Before arrival Manager: Send new employee email and create work-plan for month 1-3 | Claude AI agent | |
| Status: Waiting | 3. Before arrival IT: Set-up desk and computer | TM Team member | |
| Status: Conditional | 4. First day HR: Meet new employee and introduce manager, set up tax forms | Claude AI agent | |
| + 11 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Run this process every time a new employee is being integrated into the company. If you're not sure where to start, foll...
With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...
Estimated Time: 5-10 minutes Difficulty: Easy Team Size: 1-3 (employee, manager, HR) This workflow handles PTO and vaca...
Complete employee offboarding process for HR managers and department supervisors. Estimated time: 2-5 business days. Cov...
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