[Pipeline]: Using the Onboarding Checklist

[Pipeline]: Using the Onboarding Checklist

WootRecruit Hub | [Pipeline]: Using the Onboarding Checklist

Get More Employees | [Pipeline]: Using the Onboarding Checklist

If you don’t have a clear onboarding roadmap for your newly hired employees, here’s how to use WootRecruit’s built-in onboarding feature to create one. This will help you guide new hires from day zero all the way to going live, ensuring a smooth and professional start.

How to Use the Onboarding Roadmap in WootRecruit

  1. Access the Onboarding Tool

    ✅ Go to your Pipelines.

    ✅ Locate applicants who have accepted your offer—they’ll be automatically placed in the appropriate stage.

    ✅ Click the applicant’s card and select Onboard.

  2. Follow the Interactive Checklist

    • The roadmap includes every step from the first day to the go-live date.
    • Mark off tasks as you complete them to ensure nothing is missed.
  3. Provide a Clear Path for New Hires

    • This checklist shows employees where they are in the onboarding process.
    • It communicates their immediate and future steps, creating transparency and confidence.

⚠️ Important Notes

  • A clear onboarding roadmap prevents new hires from feeling lost or unsupported.
  • Following the checklist ensures you cover all critical steps and leave a strong first impression.

Done! You now have a structured onboarding process that boosts new hire satisfaction and sets them up for success.