Employee onboarding software
Run every onboarding on schedule, from signed offer to end of probation
01Paperwork closed before day one
New hires sign contracts and fill in their details on a preboarding page, with nothing else in the portal to get lost in.02Access that waits for onboarding
The full portal opens on the start date, once the processes you marked as required have finished.03Offer data carries over
Start date, manager, location, and legal entity move from the offer into the profile, so HR types nothing twice.04One process for every team
Conditions adjust steps by department, location, or position inside a single onboarding.The problem
Onboarding breaks when it runs on memory
A single hire involves HR, the hiring manager, IT, a buddy, and the new employee, and each of them has a part to remember. IT creates the account the morning the person arrives. The contract goes out for signature in week 2. The buddy learns they're a buddy at the welcome lunch. HR copies the start date, manager, and location from the offer into the profile by hand, then messages around to find out what's done. When one step slips, every step after it slips too, and the first person to notice is often the new hire. Skailer changes that by tying every onboarding step to the hire itself. The start date sets the schedule, each step waits for the one before it, and HR sees where every new hire stands.
Preboarding
Get contracts signed and details collected before day one
When you hire someone with a future start date, they get a preboarding page instead of the full portal. It greets them, counts down to their first working day, shows who their manager is, and lists only what's waiting for them: surveys to fill in and documents to sign. Survey answers save straight into the employee profile, so personal details, equipment size, or bank data are entered once, by the person who knows them.
01Preboarding page
Welcome, countdown to day one, and the manager's name, photo, and title.02Documents to sign
Contracts, NDAs, and policies sent for signature or acknowledgment.03Surveys that fill the profile
Answers save to employee fields, with no HR re-entry.04Nothing else to get lost in
The rest of the product stays closed until the start date.Day-one access
Set up accounts and access before the new hire arrives
Onboarding creates the new hire's Google Workspace account, then sends the login and password to their personal email in the same run, in that order. Other systems receive employee data through a signed HTTP request, and a separate equipment process can start once the profile is ready. Each step runs on a date you set relative to the hire date: 5 days before, on day one, or a week after, in working or calendar days.
01Google Workspace account
Created automatically when onboarding reaches that step.02Credentials to personal email
The invitation carries the new Workspace login and password.03Data to other systems
Signed HTTP requests send employee details to the tools you run.04Linked processes
Start an equipment or access process from inside onboarding.05Timed to the start date
Before or after the hire date, in working or calendar days.
Handoffs
Give everyone involved their own task so nobody has to remember
Each person in the onboarding gets a task assigned by rule: the new hire's direct manager, IT, the team, or a buddy picked from a custom field on the profile. Tasks carry a due date and reminders, and titles fill in the new hire's name, so IT sees "Prepare a laptop for Anna Smith". The next step starts only when every task in the current one is done. The team hears about the new hire by email, in Slack, or in a Slack channel.
01Tasks by role
Direct manager, department, IT, or anyone your rules select.02Buddy from a custom field
The buddy named on the profile gets their own task.03Due dates and reminders
Deadlines count from the moment the task is created.04Steps that wait
The next step starts only when every task is completed.05Team announcements
Welcome messages by email, Slack, or a Slack channel.
Portal access
Open the full portal once onboarding is actually done
When you hire someone, you choose which onboarding processes to launch and mark the ones that must finish before the full portal opens. Until the start date the employee sees the preboarding page. From the start date, access opens as soon as every required process has completed. If onboarding stalls, HR can open the portal manually: a reason is required, and it stays on record with the author and the date.
013 access modes
Limited until start date, limited while processes run, full access.02Required processes chosen at hire
Mark which runs keep the portal limited.03See what's holding it
Every attached run and its status, in one view.04Manual override with a reason
Recorded with who opened access and when.Probation
Check in through probation so problems surface early
Onboarding keeps going after day one. On day 30, a survey can ask the new hire how their first month went. Before the probation end date, the manager gets a reminder, and a review opens for the employee automatically, or they join a review cycle that's already running. Every check-in is scheduled at hire, so it happens whether or not someone put it in their calendar.
01First-month survey
Sent a set number of days after the start date, anonymous if you choose.02Probation reminders
Notify the manager ahead of the probation end date.03Probation review
Create a review, or add the new hire to a running one.04AI analysis of responses
Optional for surveys and reviews that onboarding creates.One HR platform
Pick up onboarding where recruiting leaves off
Onboarding in Skailer continues the hire that started in Recruiting. An approved position request becomes a job, the job becomes an offer, and the offer's start date, manager, location, and legal entity carry into the new employee's profile. From there, onboarding runs on Flows and hands the work to Tasks, E-sign, Surveys, and Reviews. Flows runs any HR process; onboarding is the one built around a new hire.
What is employee onboarding in Skailer?
Compliance
Know who opened access, who signed what, and when
Before their start date, a new hire reaches only the surveys and documents addressed to them on the preboarding page. Opening the portal early requires a reason, recorded with the person who did it and the date. Signed documents are stored in the employee profile, in the folder you choose. Every onboarding run keeps an execution log with step-by-step status, and access to workflows and portal settings follows role-based permissions.
Skailer vs. the alternativesMost teams start with a spreadsheet, then move to a checklist-based onboarding tool. Checklist tools roll out quickly and often come with ready-made templates and a progress dashboard. The difference shows up after the checklist exists: where the new hire's data comes from, when they get access, and what happens when one step runs late.
See what changes when onboarding sits next to employee data
| Capability | Spreadsheets & email | Checklist-based onboarding tools | Skailer |
|---|---|---|---|
| Before day one | Documents sent as attachments, status tracked by hand | Preboarding packets and e-signatures | Preboarding page with documents and surveys that write to the profile |
| New-hire data | Copied from the offer by hand | Often synced from an ATS | Offer data carries into the profile in the same platform |
| Accounts and access | IT gets an email | Usually a task for IT | Workspace account created, credentials sent, portal opens once required steps finish |
| Order of steps | Depends on who checks the sheet | Tasks with due dates, mostly in parallel | Each step waits for the previous one; timing follows the hire date |
| Different teams | A copy per team | Templates per role or location | One process with conditions by department, location, or position |
| Status | Ask around | Progress dashboard per new hire | Step-by-step log for every onboarding run |
How it works
How employee onboarding works in Skailer
01Build your onboarding
Add the steps your team already runs: documents to sign, surveys, the Google Workspace account, tasks, welcome messages, and probation check-ins. Each step gets a date relative to the hire date.02Set the rules
Use conditions to vary steps by department, location, or position. Choose who gets each task: the direct manager, IT, the team, or a buddy from a custom field.03Hire and launch
When you hire a candidate, the offer data fills the new profile. On the last step, pick the onboarding processes to run and mark which ones keep the portal limited until they finish.04Track every new hire
Follow each run step by step in Executions. The portal opens on its own once onboarding is done, or earlier if HR opens it with a recorded reason.Employee onboarding in Skailer: common questions
What is employee onboarding software in Skailer?
It's the part of Skailer that takes a new hire from signed offer to the end of probation. It collects documents and details before day one, sets up accounts, assigns tasks to everyone involved, and schedules check-ins through probation.