A new-hire onboarding checklist that actually gets followed
SI builds a role-specific onboarding plan, sends reminders to whoever owns each step, and tracks what is done.
The problem
First weeks are improvised. Accounts are not ready, paperwork is chased late, and training depends on who has time that day.
What SI does
From your standard onboarding steps and the role, SI builds a dated checklist: paperwork, accounts and keys, equipment, introductions, training sessions and first-month check-ins, each with an owner. It sends reminders to owners before due dates, drafts a welcome email with first-day details, and reports what is still open.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Property management company
A new leasing agent's plan includes software logins, a ride-along with a senior agent and a fair-housing training session in week one.
- Commercial kitchen
A new prep cook gets food-safety training, a station walkthrough and uniform sizing before the first shift.
- Law firm
A new paralegal's accounts, conflict-system training and a meeting with each practice group are scheduled.
What it takes to set up
Your onboarding steps, role templates, and the tools for tasks and email. Setup is often a few days.
What a human still checks
- HR or the manager approves the plan and any messages to the new hire.
- Personal documents are handled in your HR system, not in chat or email.
- Required legal paperwork is confirmed by the responsible person.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Using our onboarding steps [paste] and this role [description], build a dated checklist for [name] starting [date], with an owner for each step. Draft a welcome email with first-day details. Set reminders for owners [2] days before each step. Pause and show me before sending, submitting, posting or changing anything.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.