New Hire Welcome & Onboarding Tracker

Overview

The New Hire Welcome & Onboarding Tracker automates the employee onboarding experience, ensuring every new team member receives a warm welcome and structured support from day one. It tracks onboarding milestones, sends timely check-ins, and keeps managers informed about new hire progress — reducing the administrative burden while improving the new hire experience.

Key Steps

Step 1: Configure Trigger Settings

Set up the workflow to trigger based on a schedule (e.g., day 1, week 1, month 1 milestones) or via user action when a new hire is added to the system. Configure different messages and check-ins for each onboarding phase.

Step 2: Link Workflow to Welcome Messages & Milestone Tracking

Send personalized welcome messages via Dailybot to new hires and their teams. Schedule onboarding check-ins at key milestones to gather feedback on the experience. Use AI to analyze check-in responses and flag any concerns or needs. Notify managers with summaries of new hire progress and sentiment.

Step 3: Additional Settings for Enhanced Workflow

Configure buddy system reminders that prompt assigned mentors to check in with new hires. Set up 30/60/90-day review reminders. Create consolidated onboarding reports for HR teams to track overall program effectiveness.

Best Practices

• Personalize welcome messages: Include the new hire’s name, team, and role-specific information to make them feel valued from the start.
• Space out check-ins thoughtfully: Don’t overwhelm new hires with too many requests in the first week — gradually increase as they settle in.
• Include feedback loops: Ask new hires about their onboarding experience at each milestone to continuously improve the process.
• Involve the whole team: Use the workflow to prompt team members to introduce themselves and share helpful resources.