Build an onboarding flow

What a flow is made of

• A form: the questions a new hire answers. It supports 20+ question types, including file upload and signature.
• Document templates: offer letters, NDAs and contracts with data fields that are filled for each hire.
• A welcome board: the branded page a hire lands on after approval, built from blocks in a visual editor.

Create a flow

1. 1

   Open Onboarding flows

   Choose Onboarding flows in the sidebar, then New Onboarding Flow.
2. 2

   Flow details

   Name the flow and select the form a new hire will fill in.
3. 3

   Documents

   Add the document templates to generate for each hire, and map their fields. See below.
4. 4

   Welcome Board

   Turn on Enable Welcome Board and choose the board hires see after approval.
5. 5

   Workflow Review

   Check the whole flow in one place before you go live.
6. 6

   Publish

   A flow that is not published cannot be sent to a hire. If something needs fixing, you are told what before you can publish.

Build the form

Forms are built in the form builder under Forms. Add questions, mark which are required and reorder them. Include a file upload or signature field wherever the hire needs to provide one.

Add document templates

1. 1

   Create a template

   Open Documents and create a template from your offer letter, NDA or contract.
2. 2

   Add data fields

   Place fields where information should appear, such as the hire's name, start date or salary.
3. 3

   Map each field once

   In the flow's Documentsstep, connect each template field to its source: an answer from the employee's form, an HR Input Field, or a System Field generated automatically by Onboardila. After this, every submission fills the document automatically.

Build the welcome board

Open Welcome Boards and choose New Welcome Board. Add blocks for team introductions, a first-day checklist and company resources, and style it with your brand kit. The hire sees it after you approve their onboarding.