ITAKYStanton, Kentucky

People · simulation

Employee onboarding

The new-hire checklist lives in email and a folder nobody updates.

The preview routes a sample hire by department and shows the manager, IT, and HR tasks. It does not create accounts.

Simulation only. Buttons on this page do not send email, create records, or change QuickBooks, Microsoft 365, Google Workspace, or any other system.

Workflow sequence

  1. 01

    Intake form arrives

  2. 02

    Department picks the extra tasks

  3. 03

    Manager and IT lists are prepared

  4. 04

    A near-term start flags HR

Sample department extras

Sample data
DepartmentExtra tasksUrgencyStatus
Office AdminDesk and building accessStandardListed
SalesCRM seat and desk phoneStandardListed
ServiceSafety cert and truck keysStart inside 5 daysHR flagged

Sample new-hire form

Fictional employee at a fictional company.

Sales adds a CRM seat and phone. Service adds a safety cert and keys. A start date inside five days flags HR. Account creation is not part of this preview.

Preview log

Ready

System actions inside this simulation

  1. Intake accepted

    Sample form only

  2. Manager list prepared

    Not emailed

  3. IT list prepared

    Tasks, not account creation

  4. Team note prepared

    Shown in the log

  5. Tracker updated

    Inside this preview

  6. Handoff check

    Confirms the list is complete

TimeEventState
Run the preview to see the sequence.

What a typical implementation includes

Automation Starter · $2,500

What a typical implementation includes

The live demo described about three and a half hours per hire. Use it as a planning figure, not a promise.

  • A new-hire form
  • A different checklist by department
  • A manager task list
  • An IT task list in email plus a sheet or SharePoint list
  • An HR flag when the start date is inside five days
  • An audit log, documentation, and a 30-day adjustment window

Quoted separately: Creating Microsoft 365 or Google accounts, an HRIS record, or shipping a laptop.

Scoped add-on

Integrations that cost extra

Direct connections are quoted after we see the system. An export or a spreadsheet is not the same thing as a native integration.

  • Create the user and license after you approve it
  • Sync an HRIS you already use
  • A ticket per task
  • Offer-letter signing
  • A status note in Slack or Teams
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