Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Send verified packets to new hires and report delivery details to HR.
Your new hire's welcome packet PDF goes out after a check, and HR gets the send details and forms needing signatures.
Email approved hire packets and record a receipt HR can check.
Your new hire packets go out after HR approval, with a receipt showing what you sent and which forms still need signatures.
Send final employment agreements for signature.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Assemble each hire's approved forms into a checked PDF for sending.
Get a printable new hire packet PDF in your HR chat, with your chosen forms in order and every page checked before you send it.
Assemble each hire's state packet and send HR the review link.
Your HR team gets a new hire packet for the confirmed work state, with a review checklist and any missing forms flagged before delivery.
Draft a new hire packet from the manager's confirmed start details.
Get a draft new hire welcome packet PDF in your shared folder, ready for the manager to review before it reaches the hire.
Assemble each hire's packet and file it privately for review.
Your new hire packet matches the hire's details and stays private on their record. HR gets a chat request to review it.
Prepare hire forms from HR's checklist and flag missing answers.
Get new hire packet forms ready for HR review, with details from HR's request filled in and the hire's remaining fields clearly marked.
Send approved hire packets and track each hire's receipt and signatures.
Your new hire packet reaches the right person in private chat, and HR can see which signatures still need follow-up.
Assemble each accepted hire's packet and flag missing paperwork.
Your new hire packet comes back as a PDF in your private HR chat, with a checklist that shows which pages are ready and what you still need.
Fill hire packets and flag missing instructions for review.
Get a new hire packet draft from your template and current instructions. Your HR team sees open questions before sending it.
Prepare first-day agendas and form links for accepted hires.
Your new hire orientation packet is ready to review in the onboarding chat, with first-day details and form links matched to the hire.