HR onboarding workflow for Tallyfy

Give new hires a first week they will remember

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.

15 steps

Run this workflow in Tallyfy with people, AI, and conditions

New Hire Orientation Run #2,481 Running now
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

Process steps

1

Before arrival HR: Send new employee email and company handbook

5 days from previous step
task
Hi {{new-hire-first-name-209141}} {{new-hire-last-name-209142}}!

Welcome to the team! We’re thrilled to have you at {{company-name-209150}}.

We know you’re going to be a great addition to our company and can’t wait to see what you accomplish. Just a reminder, your first day is {{tentative-start-date-209152}}.

All you need to bring is yourself and some ID for your I-9. Our dress code is casual, so wear something comfy! Feel free to park in any unmarked spot in the parking lot.

Check in with Paula at reception. She’ll provide you with your security badge. I’ll meet you in the lobby to introduce you to the team, show you to your workstation and take you on a quick office tour.

Feel free to email me in case of anything.

Welcome aboard!
{{company-handbook-209151}}

Thanks,
HR Manager.
2

Before arrival Manager: Send new employee email and create work-plan for month 1-3

5 days from previous step
task
Dear {{new-hire-first-name-209141}} {{new-hire-last-name-209142}},

Welcome aboard {{company-name-209150}}! We’re thrilled to add another member to our growing team. I’m sure your experience and sense of humor will fit in well here. I know we’ve spoken a bit in the interviewing process, but I’m looking forward to getting to know you better.

One of the things I most enjoy about working for {{company-name-209150}} is the continuous learning I have experienced in my ten years here. I’ve become a more determined and creative person in my role, and as your manager, I’m excited to see what kind of contributions you’ll make to the company’s growth, as well as my own.

We’ll see you at the office, {{tentative-start-date-209152}} at 9 am. We’ll start with a tour of the office so you can meet your coworkers. Then we’ll do a bit of paperwork and get you started.

Looking forward to seeing you at the office,
{{manager-name-209148}}
3

Before arrival IT: Set-up desk and computer

5 days from previous step
task
Please set up {{new-hire-first-name-209141}}'s desk and computer before they arrive.

Name: {{new-hire-first-name-209141}} {{new-hire-last-name-209142}}
Department: {{new-hire-department-209144}}
Personal email: {{manager-name-209148}}
Tentative start date: {{tentative-start-date-209152}}

Thanks,
4

First day HR: Meet new employee and introduce manager, set up tax forms

5 days from previous step
task
Meet {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} and introduce them to {{manager-name-209148}}.

Get {{new-hire-first-name-209141}} {{new-hire-last-name-209142}}'s tax forms set up.

Thanks,
HR Manager.
5

First day Manager: Introduce employee to department, begin training

5 days from previous step
task
Introduce {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} to team members and go through {{work-plan-for-month-1-3-209153}}.

Begin training on work duties and assign first task.

Thanks,
HR Manager.
6

First day IT: Set-up email, company login, ID, badge etc

5 days from previous step
task
Help them get set up with email, company login, ID, and badge.

Name: {{new-hire-first-name-209141}} {{new-hire-last-name-209142}}
Department: {{new-hire-department-209144}}
Personal email: {{manager-name-209148}}
Tentative start date: {{tentative-start-date-209152}}

Thanks,

7

First week HR: Invite employee to company events, help employee sign up for benefits

5 days from previous step
task
Kindly invite {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} to {{company-name-209150}} events.

Help {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} sign up for {{company-name-209150}} benefits.

**insert video explaining how to sign up for {{company-name-209150}} benefits**

Thanks,
HR Manager.
8

First week Manager: Schedule first one on one check-in

5 days from previous step
task
Schedule first one on one meeting with {{new-hire-first-name-209141}} {{new-hire-last-name-209142}} to check in.

Continue assigning achievable tasks.
You'll want to schedule weekly meetings to build trust.

Thanks.
9

First week IT: Answer any questions relating to company software

5 days from previous step
task
Help answer any questions relating to {{company-name-209150}} software and security protocols.

Thanks,
HR.
10

First month HR: Conduct employee on-boarding experience survey

5 days from previous step
task
**Insert survey template**

Send the new hire a short survey about their onboarding experience so far. Their feedback helps you improve the process for the next person.

Thanks,
HR Manager.
11

Prepare for their arrival

1 day from previous step
task
Have everything ready before day one. Desk, equipment, accounts, badge, parking - all set up and working. Nothing says "we weren't ready for you" like scrambling on their first morning. First impressions shape their whole experience.
12

Welcome and tour

1 day from previous step
task
Greet them warmly when they arrive. Show them around - where things are, who sits where, how to find the basics. Introduce them to nearby teammates. The goal's comfort and familiarity, not overwhelming them with information on day one.
13

Complete essential paperwork

1 day from previous step
task
Handle the required forms - tax documents, emergency contacts, benefits enrollment, policy acknowledgments. Make it as painless as possible; use electronic forms where you can. Get compliance items done early so they can focus on actually learning their job.
14

Cover company basics

1 day from previous step
task
Share the essentials about how things work here - your company's mission and values, org structure, key policies, and communication norms. Don't dump everything at once; pace it across the first week. Focus on what they'll actually need to know right away.
15

Connect with manager and team

1 day from previous step
task
Make sure they meet their manager for a real conversation about expectations, goals, and working style. Schedule introductions with key teammates and stakeholders, and assign a buddy they can go to with questions. Strong connections early on lead to faster productivity and better retention.

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.

Ready to use this template?

Sign up free and start running this process in minutes.