HR workflows foronboarding

Trusted by People teams

1 Connect your HR tools

ADP company tool logoAsana company tool logoAshby company tool logoBambooHR company tool logoHiBob company tool logoDocuSign company tool logoFreshteam company tool logoGoogle Calendar product logoGreenhouse company tool logoGusto company tool logoLever company tool logoOkta company tool logoPaylocity company tool logoSlack company tool logoSmartRecruiters company logoSAP SuccessFactors product logoTrello product logoUKG company logoWorkable company logoWorkday company logo

and more

2 Automate the tedious work

📬 Custom emails

Personalized emails delivered at the perfect time.

📋 Surveys & forms

Collect data, from fun welcome questions to IT needs.

Task assignments

Tasks with all of the info needed to get them done.

📅 Calendar invites

Never accidentally leave someone off an invite again.

📱 Slack messages

Drop a quick note or celebrate a birthday or anniversary.

🎁 Send gifts

From welcome swag to anniversary cupcakes.

👋 Get data from ATS

Automatically get candidates when they're marked as hired.

🗄️ Create HRIS record

Create a new employee, with all the necessary info, in your HRIS.

🔧 Provision tools

Get new hires and transfers all of the tools they need.

🙋🏽 Assign buddies

Collect and assign new hire buddies during onboarding.

👍🏽 Approvals

Make sure important tasks don't happen before getting the OK.

🖊️ Send contracts

Automatically create and send contracts from DocuSign.

3 Build workflows for onboarding, offboarding, and everything in-between

offer signed

Integration

Background check

assignment

Verify I-9

email

Congrats email

London
email

Notify team

Marketing

1 week before start date

survey

Tech equipment survey

assignment

Order laptop

Full-time
New York
integration

Sync data to HRIS

survey

Assign buddy

Sales

start date

Email

First day email

assignment

Set up desk

Assignment

30/60/90 day plan

Full-time
calendar

Welcome lunch

IC

Notice given

calendar

Exit interview

assignment

Knowledge transfer

email

Benefits email

London

1 week before last day

survey

Offboarding survey

assignment

Notify teammates

Full-time
New York
integration

Sync data to HRIS

Last Day

Integration

Deprovision accounts

assignment

Collect tech equipment

Email

Thanks email

Full-time

On leave request

survey

Manager approval

survey

HR approval

email

Approval email

London

1 week before leave

survey

Assign new DRI

Full-time
Email

Notify teammates

Calendar

HR leave meeting

New York

on return to work

email

Welcome back email

CALENDAR

Manager 1 on 1

calendar

Team lunch

Full-time

on birthday

assignment

Birthday lunch

slack

#celebrations message

assignment

Birthday balloon

London

on Anniversary

slack

#celebrations message

assignment

Anniversary pin

Full-time
New York

on promotion

assignment

CEO congrats email

calendar

Team lunch

Slack

#celebrations message

Full-time

Get the onboarding tool that People teams deserve

The chaotic norm

Employee onboarding process depicted by People Ops team members going chaotically between tools

People Ops with Sora

People Ops teams creating a simple, organized employee onboarding experience with Sora