Onboarding, checklists and forms
A first week that runs itself
Give each new starter a checklist for their first weeks, the policies to sign and the courses to take, all waiting when they first sign in. Forms collect what HR needs and file it on their record.
Included inProEnterprise
Onboarding, checklists and forms at a glance
Checklists for the first weeks, and forms that fill the record.
01Steps in order, assigned to people or departments, with progress saved as they go
02Watch who has finished and who is part way, and export it
03Reuse a checklist for every new starter, or for leavers and role changes
04A form builder with every question on one screen, in running order
05Answers file straight into custom profile fields on the person's record
06Invitations sent on the start date, so the portal is ready on day one
The full list
Everything onboarding, checklists and forms does
Checklists
- Steps in order, assigned to people or departments, with progress saved as they go
- Watch who has finished and who is part way, and export it
- Reuse a checklist for every new starter, or for leavers and role changes
Forms
- A form builder with every question on one screen, in running order
- Answers file straight into custom profile fields on the person's record
- Invitations sent on the start date, so the portal is ready on day one
Works together with
One system, so nothing is typed twice
People and records
One record per person: details, papers, pay, kit and history.
Training and courses
Courses with video, quizzes, due dates and certificates.
Policies, documents and e-signatures
Publish, share, sign and prove it, with every open recorded.
Recruitment and careers site
Post jobs, run the pipeline, and shortlist with AI.
Performance, goals and reviews
Review cycles, probation reviews, goals and one-to-ones.
See it with your own company in it
We set up a demo around how your organisation works: your departments, your leave rules, your locations. Thirty minutes, on a call or in person.