File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Deliver checked welcome packets to hires and report forms needing signatures.
Your new hire's welcome packet PDF goes out after a check, and HR gets the send details and forms needing signatures.
Send the hire's orientation packet and track forms needing signatures.
Your new hire gets the packet and arrival details once your team confirms orientation. HR sees what went out and which forms need signatures.
Send approved hire packets and record delivery details for HR.
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 to the listed signers.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Update onboarding checklists with channel access and exceptions.
Give new colleagues the channel access their onboarding checklist calls for, with a clear list of what worked and what needs your attention.