# Employee onboarding without chaos and guesswork

Everything your new hire needs on day one. Set up in 15 minutes, runs on autopilot.

- All-in-one: training, documents, e-signatures & tasks
- Fully automated workflows & reminders
- AI compliance checks for docs & onboarding
- New hires always know what to do next

## Onboarding

**Jim Halpert**  
Sales Representative  
45%  
Next: Complete sales training

**Pam Beesly**  
Receptionist  
90%  
Next: Final review meeting

**Dwight Schrute**  
Assistant to the Regional Manager  
20%  
Next: Sign offer letter

## Powerful features, zero complexity

Everything works together so you don't have to

### Onboarding

Create onboarding plans from scratch or templates, and track every new hire's progress in real-time.

### Docs

Collect e-signatures on any document and store all employee files in one secure place.

### Training

Build courses with our wizard, organize them in a library, and track completion across your team.

### Tasks

Assign tasks to anyone on your team, set due dates, and track status from pending to done.

#### Create Onboarding

**Step 2/4**  
Add documents for signature  
- Offer Letter  
- Employment offer  
- NDA Agreement  
- Non-disclosure  
- W-4 Tax Form  
- Tax withholding

## Deep dive into features

Everything you need to onboard faster

### Onboarding Wizard

Build structured onboarding journeys with stages, tasks, documents, and training — all in one place. Our wizard walks you through setup step by step.

- Organize onboarding into clear stages
- Assign tasks, docs & training in one flow
- Send documents for e-signature instantly
- AI checks compliance before you launch

#### Jim Halpert  
Sales Representative  
View

### ONBOARDING ITEMS

- Offer Letter  
  - Pending signature  
- Security Basics  
  - 30 min course

## AI Compliance

Let AI do the heavy lifting. Generate onboarding plans and training courses in seconds, then automatically check everything against federal and state requirements.

- Generate onboarding structure with AI
- Create training course outlines instantly
- Auto-check onboarding for compliance gaps
- Scan documents for missing requirements

### Compliance Check

Checking federal requirements...

### E-Signature

Collect legally binding signatures that comply with U.S. ESIGN Act and UETA. Every signed document includes a tamper-proof certificate and full audit trail.

- 100% legal under U.S. federal & state laws
- Multiple signers with custom signing order
- AI compliance check before sending
- Signed documents protected from deletion

#### Employee Handbook

Awaiting Signature  
Employee Handbook  
Acknowledgment Form

I confirm that I have received and read the Employee Handbook. I understand the policies and agree to follow them.

**FULL NAME**  
Pamela  
Sign Document

## Training Wizard

Create professional training courses without any design skills. Our wizard guides you through the process — just add your content and let employees learn at their own pace.

- Build your company training library
- Track employee progress in real-time
- E-signature confirmation after completion
- Collect feedback and improve courses

#### Create Course

**Draft**  
**COURSE NAME**  
Security Awareness  
**COURSE CONTENT**  
- Introduction.mp4  
- Adding...  
- Guidelines.pdf

## Task Management

Keep your team organized with simple task management. Create tasks for any purpose — onboarding, HR requests, or day-to-day work — and track everything in one place.

- Create and assign tasks across your team
- Attach files and set due dates
- Track progress from pending to done
- Works for onboarding, HR, and beyond

#### Create Task

**TASK NAME**  
Setup workstation  
**CATEGORY**  
- Equipment
- Apps
- General  
**PRIORITY**  
- Low
- Medium
- High  
**ATTACHMENT**  
Attach file

## A dedicated space for every employee

New hires get their own portal to complete onboarding, sign documents, take training courses, and always know what to do next.

### Jim Halpert

Sales Representative

### Home

**First Week**  
1/4 done  
- Offer Letter  
- Document  
- Employee Handbook  
- Document  
- In Progress  
- Security Basics  
- Training  
- Setup workstation  
- Task
  
#### Employee Handbook

Awaiting Signature  
Employee Handbook  
Acknowledgment Form

I confirm that I have received and read the Employee Handbook. I understand the policies and agree to follow them. By signing below, I accept all terms outlined in this document.

**FULL NAME**  
Sign Document