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HR coordinator preparing an employee welcome folder and access badge.
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Employee onboarding coordination

We connect the confirmed start details to your approved role checklists and procedures. AI drafts a tailored onboarding plan and welcome material. Workflow rules assign tasks, send reminders, and show missing approvals without giving AI authority over employment or access.

How we put it to work

  1. Start with confirmed details.

    We collect the approved role, location, start date, manager, and required equipment. Only necessary staff information enters the workflow, with missing details sent back to HR.

    Your teamHR checks the record and which information may be used.

    Start with confirmed details. We collect the approved role, location, start date, manager, and required equipment. Only necessary staff information enters the workflow, with missing details sent back to HR.
    New starter
    Role confirmed
    AI
    Start date
    Manager assigned
  2. Prepare the role-specific plan.

    AI selects relevant tasks from approved procedures and drafts the welcome checklist. It cites the source procedure and leaves unsupported requirements as questions. Rules set owners and dates relative to the confirmed start.

    Your teamHR and the manager approve the tasks and timing.

    The right tasks for the role. Illustrative approved starter record: Office coordinator; Start date confirmed; Manager assigned. AI adapts approved procedures into a reviewable plan.: Role checklist drafted; Owners proposed; Access awaiting approval. HR approves the plan; access needs a separate owner approval.
    The right tasks for the role
    Illustrative approved starter record · Illustrative example
    Office coordinator
    Start date confirmed
    Manager assigned
    AI organizes the scope
    Role checklist drafted
    Owners proposed
    Access awaiting approval
    AI adapts approved procedures into a reviewable plan.
    HR approves the plan; access needs a separate owner approval
  3. Track readiness, not just reminders.

    We connect supported task and identity workflows so owners can confirm equipment, orientation, and access separately. Overdue tasks are escalated; an unanswered reminder never counts as completion.

    Your teamSystem owners authorize access and the manager confirms readiness.

    Track readiness, not just reminders. We connect supported task and identity workflows so owners can confirm equipment, orientation, and access separately. Overdue tasks are escalated; an unanswered reminder never counts as completion.
    Start readiness
    AI
    Equipment owner
    Access approver
    Manager check-in

What your first engagement includes

  1. 01Review your setupConfirm existing features, data access, and system compatibility.
  2. 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
  3. 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
PILOT REVIEW

How we measure the pilot

Compare the same work before and during the pilot.

  • Time to complete

    HR handling time to prepare an approved onboarding plan, including the human check.

    Review time
  • Review quality

    How often a draft needs a material correction before approval.

    Correction rate
  • Workflow reliability

    Required tasks or access approvals still missing at the agreed readiness check.

    Exceptions to resolve
  1. Current process
  2. Pilot results
  3. Review together

Agree what to improve or expand based on the results.

Start with one workflow in your business.

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