[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
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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.
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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.
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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.
