Onboarding workflow software
Build onboarding workflows people can follow.
Start with the contract start date, then give every employee and stakeholder activity a clear owner and relative working-day timing. Onboard uses the schedule of the person who receives each activity.
PreboardingHelp every new hire feel expected before day one.
Add activity
First 30 daysBuild connection, confidence, and role clarity.
Eight activity types
Bring the right activity to the right moment.
A journey can combine people coordination, document work, questions and interactive discovery. The employee sees one connected plan while each contributor sees the activity they own.
- Interactive storiesPut company or role context inside a case-study activity employees can explore.Example: Discover how we help customersExplore interactive stories
PuzzlesUse image matching, crosswords and other puzzles to make company discovery active.Example: Who is who in Customer Success? - Document uploadsRequest or provide employee files as part of the onboarding journey.Example: Upload signed documentsExplore Document Vault
MeetingsSchedule manager check-ins, buddy conversations, introductions and events.Example: Meet your manager CommunicationSend a timely email, text or WhatsApp message to the employee or a stakeholder.Example: Welcome message from the People team ActionsAssign a trackable action to the employee, an internal team or an external participant.Example: Prepare the laptop QuestionsCollect preferences, feedback or information and route the answer to the person who needs it.Example: Tell us your lunch preferences Goal settingCreate 30, 60 and 90-day goals, then route them to the manager for approval and progress updates.Example: Agree the first 30-day goal
Relative working-day schedules
Start date and working days set the relative timing.
When you add an employee, choose their start date, working days and journey. Onboard then counts backwards and forwards in working days for that employee's journey.
Employee setupAdd a new employee
- Full name
- New hire
- Role information
- Customer Success
- Location
- Amsterdam
- Working days
- MonTueWedThuFriSatSun
- Manager
- Choose manager
- Language
- English
- Start date
- 15 Aug 2026
- Journey
- Customer Success onboarding
Reusable journeys
Keep the structure. Change what the new hire needs.
Start from a reusable journey or activity template, then target it by role, team, department or location. HR keeps a dependable foundation without forcing every employee through identical onboarding.
Journey templatesCustomer Success onboarding
- Used for
- Customer Success · 3 locations
- Routes
- Preboarding · First week · First 30 days · Day 31–90
- Activities
- 28
- Languages
- English · Dutch
Preview before assignment
See the employee journey before it starts.
Review the order, working-day timing, recipients and employee view before assigning a journey. The preview makes gaps easier to spot while there is still time to fix them.
Welcome3 of 12 activities complete
Customer Success onboarding3 of 12 activities complete
Journey builder questions, answered.
What can we add to an onboarding journey?
Onboard supports interactive stories, puzzles, document uploads, meetings, communication, actions, questions and goal setting. Optional daily missions can add further company discovery.
How does journey timing work?
Journeys use the contract start date as their reference point. Onboard counts working days backwards for preboarding and forwards for onboarding.
Whose working days are used?
Onboard uses the schedule of the person who receives the activity. A new-hire activity can avoid the new hire's non-working days, while an IT preparation action follows the IT team's schedule.
Can different groups receive different journeys?
Yes. Journeys can target roles, teams, departments and locations. Dynamic employee groups and journey assignment are also available.
Can we reuse our onboarding process?
Yes. HR teams can create reusable journey and activity templates, then adapt them for the employee or group being onboarded.
Build your first journey
Turn every start date into a journey people can follow.
See how Onboard combines relative timing, employee activities and stakeholder work from preboarding through day 90.
- Eight activity types
- Relative working days
- Recipient schedules
- Reusable journeys