Onboarding Workflow Software

Take new hires by the hand with engaging, automated workflows

Onboard new hires with timely guidance that accompanies them for weeks. Reach true productivity faster and create an experience people won't forget.

Employee onboarding workflow software

These fast-growing companies are hiring hundreds of people every year without having to worry about onboarding.

freeletics logoGoogle logonordstrom logo

Is a 15-step checklist the best experience you can give to your new hires?

Can you afford investing tens of hours into repetitive employee onboarding tasks? What if there was a way to create an onboarding workflow that practically runs itself while making the whole process
- more effective
- more engaging?

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Build

Ditch the manual spreadsheets

Giving everyone enough individual attention takes time. Once you're hiring multiple people a month, all the scheduling, tracking, sending, and reminding will cost you hours.

spreadsheets as tools for onboarding or employee development are outdated

Assign

...and along with them: unstructured chaos

HRIS onboarding is usually limited to dry tasks via email. And wikis fail to take people on a motivating journey.
They need motivation, guidance, human interaction, and engaging content to become productive and feel home right away.

One flow to engage them all

Run more than just tasks but connect people for meaningful experiences, buddy programs, learning content, and much more.

Exemplary onboarding workflow setup on our software
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For people teams AND people

"I am so happy I chose Zavvy over all the other products we considered. It is amazing to work with you.
Many employees of ours stated it was the best onboarding experience they ever had and most of them worked in many different companies"
Danielle Rouse
People Operations Partner, Primer
"What surprised me most was that you can automate so much without sacrificing experience. We are sending people trackable tasks, engaging content, fun reminders via Slack, and connecting them to their onboarding buddies. All with a single click."
Markus Schwarz
People Experience Manager, Storyblok

Create your ideal, structured process once

Create your ideal, structured process once

Take your 30-60-90 day plans and task checklists and turn them into automated, engaging flows that remind people when needed and create a fun, efficient, experience for all.

👬 Onboarding buddies

Assign a buddy to every new hire and engage both with helpful guidance along the way.

📅 Event scheduling

Automatically arrange orientation days, founder intros, new hire meetups, and more.

💬 Stepwise delivery

Send out info piece-by-piece with little and big messages that take new hires by the hand.

☑️ Tasks for all stakeholders

Assign tasks to people managers, IT, and other colleagues to align everyone at ease.

✈️ Preboarding

Bridge the gap between signing the contract and starting a job by creating real excitement.

⚙️ Integrations

Connect collaborations tools like Slack, HRIS systems like Personio, and all existing content.

HR Onboarding process automation to assign journey automatically.

Assign

Run without lifting a finger

Manage and assign journeys to your new colleagues with the click of a button (or even without). Help them stay on track through automated reminders. Make knowledge stick through quizzes and reflections.

Track

Track and take action

Access your dashboard to understand where people are in the process, track completions of mandatory courses, and measure impact. Automatically collect feedback to improve along the way.

Status tracking in Zavvy's employee onboarding software
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How our customers are getting 5-star employee ratings at scale

There's a workflow for that.

Event scheduling

Automatically arrange orientation days, founder intros, new hire meetups, and more.

Onboarding buddies

Assign a buddy to every new hire and engage both with helpful guidance along the way.

Stepwise delivery

Send out info piece-by-piece with little and big messages that take new hires by the hand.

Tasks for all stakeholders

Assign tasks to people managers, IT, and other colleagues to align everyone at ease.

Preboarding

Bridge the gap between signing the contract and starting the job by maintaining real excitement.

Integrations

Connect collaborations tools like Slack, HRIS systems like Personio, and all existing content.

Create better experiences without getting lost in repetitive tasks.

Take a look into our onboarding software.

How workflows make your onboarding
smoother than ever before

Save time without scaling your cost. Set up a one-time process of introducing new hires to everyday workflows, and colleagues.

Benefit of automated employee onboarding  software 3: Save time

Offer clarity on role expectations and internal tools. New developer? Train them on your tech stack. New CS manager? Guide them through your product.

Benefit of automated employee onboarding software: Speed to prductivity

Employees are one of your biggest assets. Make them feel valuable with thoughtfully designed processes. Result? Increased job satisfaction and retention.

Benefit of automated employee onboarding 6

Things are easily lost when repeatedly sending documents to new hires over email. Ensure everyone gets the same, complete, information.

Benefit of automated employee onboarding software: Structure

Make all your company knowledge easily accessible so you spend less time answering common questions.

Employee onboarding software makes sure you get less ad-hoc requests

Sure, compliance is boring. But it's important. Know when everyone finishes their mandatory training - with proof.

Include mandatory training into your automated employee onboarding software workflow

Integrating your favorite tools

No need to add people one-by-one. Import profiles from Personio easily with just a few clicks.
Automatically sync base date so you won't have to invite people or roles yourself.
Automatically sync base date so you won't have to invite people or roles yourself.
Reach people where they are. Push automatic notifications or foster exchange.
Reach people where they are. Push automatic notifications or foster exchange.
Embed surveys, quizzes, or interactive exercises.
Embed your Google Sheets, Docs, Presentations, or Forms directly.
Embed any YouTube video to enrich your journeys with external content or homemade clips.
Embed any Vimeo video to enrich your journeys with external content or homemade clips.
Record tutorials or intros in seconds and directly embed them into your journeys.
Directly embed your Powerpoint decks, Excel sheets, Word docs and more.
Enable Google Single Sign-On (SSO) to make signup as easy as it gets.
Enable Okta Single Sign-On (SSO) for a seamless registration process.
No need to add people one-by-one. Import profiles from Personio easily with just a few clicks.

For people teams AND people

"I am so happy I chose Zavvy over all the other products we considered. It is amazing to work with you.
Many employees of ours stated it was the best onboarding experience they ever had and most of them worked in many different companies"
Danielle Rouse
People Operations Partner
“Our company is growing extremely fast. Zavvy helps us onboard new colleagues at scale and get them up to speed quickly. What they value most is the engaging experience that motivates them and tests their knowledge."
Chrstina Stihl
People Partner
"I really like how straightforward, simple, and user-friendly the tool is. Even if you use it for the first time, you won’t get confused."
Nevena Buzek
People Experience Manager
“I’m very proud of our onboarding experience. Our goal was to increase the candidate experience and create an innovative process. And we did. The feedback we’re getting from new colleagues is great!”
Nina Hübner
Team Lead Recruiting
"We effortlessly scaled our onboarding across 50 locations, while our new hires rate their experience very highly."
Barbara Imm
Head of HR
"Due to our innovative leadership trainings on Zavvy, 100% of all people managers feel supported in their growth"
Patrizia Przybylski
Senior People Operations Consultant
"The best Onboarding process of my career thus far. Awesome!"
Caroline Orie
Senior Consultant Privacy

How Onboarding Workflow Software Saves You Hours While Improving The Experience For Everyone

About a third of new hires leaves during their first 6 months in the job. One of the main reasons for that: A bad onboarding experience. But doing onboarding well is easier said than done, with as many as 75 tasks that have to be taken care of for every new joiner.

The right workflow software helps you set up your recurring tasks once - and automate the admin work behind onboarding. So you can focus on the personal exchange and strategic improvements of induction.

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What is employee onboarding?

This is the process where you bring in new employees and get them oriented to your company. They sign paperwork with HR, do trainings, and generally get adjusted to the way the company works.

Onboarding often involves general training, outlining your company processes and procedures for your new employees.

Now, what's an onboarding workflow?

In essence, a workflow is a standardized process that spans a number of little and big tasks. In onboarding, this flow contains many things that you can automate without sacrificing experience.

What is onboarding workflow software?

Employee onboarding workflow software takes your onboarding process and automates the repetitive parts of it. By setting up one complete workflow, you will structure the whole experience and involve all stakeholders without having to lift a finger.

Benefits of employee onboarding software

The preboarding process alone at companies like Twitter spans 75 tasks. This involves notifying IT to get the laptop ready, preparing people managers, and much, much more.

What goes away by using smart workflows is HR spending hours manually sending emails to IT, people falling through the cracks, new hires feeling lost in their first week, and more.

At the end of the day, a proper onboarding workflow tool will help you get people up to speed faster, increase engagement, and above all: Save hours of manual, unfulfilling work.

How long should onboarding take?

Three months is a commonly used number, although the onboarding process can vary greatly depending on your business. Really, it should take as long as it needs to take.

  • Company intro and values
  • A warm intro to the team and people
  • Functional training: Everything they need to become productive fast
  • Celebration of milestones and appreciation
  • Regular feedback
  • Company guides like WFH policies
  • Quizzes to make the knowledge stick
  • Reflections to help people contemplate about their contribution to the bigger picture

With Zavvy's workflow builder, you can easily structure and automate complex onboarding processes and give your new hires rich experiences from day one.
The setup only takes a few minutes and with our templates you'll be able to get started quickly.

You can use Zavvy to:

  • Structure your onboarding so everybody gets the same treatment.
  • Integrate the tools you use every day so you won't have to keep things up-to-date in different places.
  • Connect people with each other for intros, calls, and group conversations to ensure a human experience.
  • Assign tasks to others to make sure they order laptops, prepare their intros, and more.
  • Guide people through a step-by-step process that doesn't overwhelm them. Check in on a regular basis and celebrate milestones.