Automating Employee Onboarding

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2426 students
30 minutes
Onboarding a new employee goes hand in hand with hours of exhaustive paperwork and lost working hours. Sound familiar? Learn how to streamline employee onboarding documentation processes and make the best first impression.
Automating Employee Onboarding

About this course

This course provides step-by-step instructions on how to build fully-automated employee onboarding workflows. You’ll learn how to automate the employee onboarding process from A to Z, reduce time spent on onboarding documents such as employment and non-disclosures agreements, and receive updates once they are signed.

By the end of the course, you will be able to create, visualize, and automate employee onboarding processes and similar use cases, providing a positive and streamlined experience for new hires.

What’s included?

lessons to explain how to automate employee onboarding workflows
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills

What will you learn?

How to build fully-automated employee onboarding workflows without coding
How to create visual representations of employee onboarding workflows
How to route documents between recipients and systems

Who is this course for?

Anyone looking to streamline their employee onboarding processes
Anyone looking to automate their employee onboarding paperwork
Those who want to advance their career with new skills

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The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.


Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.


Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Employee onboarding: the start of every employee journey

They say “theater starts with a cloakroom,” and in a similar way, employment starts with the employee onboarding process. Unfortunately, the procedure is rather time-consuming due to a large number of documents that have to be filled out and signed.

The human resources process: onboarding new employees

The process itself is the responsibility of the human resources department. A new employee walks into HR, talks to the manager, and receives a lot of papers to sign and gets familiar with things like rules and the code of conduct. To paint a better picture, continue reading to learn more about what’s involved when someone goes from prospect to employee.

  1. Onboarding documents
    The first document the new employee receives is a welcome letter. Usually, it’s in the form of an email. At the office, the newcomer receives a non-disclosure agreement (NDA), Employment Eligibility Verification (Form I-9), Employee’s Withholding Allowance Certificate (Form W-4), and the Company Policy Manual. These plus others are documents anyone eligible to work in the US has to deal with when being hired.
  2. The pains of the manual process
    Even onboarding one person is grueling. The number of documents to be read, completed, and signed at one time is significant. Therefore, just imagine the piles of paper HR processes consist of when hiring 30 or 50 people. If you’re an HR manager you definitely can. If the company is small and the onboarding workflow is done manually, a lot of problems arise; HR managers are overloaded with paperwork, documents can get lost, and due to the human factor errors are inevitable.
  3. A solution to the problem
    There’s no need to reinvent the wheel. Software specialists have already created document workflow automation solutions. For instance, airSlate WorkFlow has a separate workflow dedicated to automating employee onboarding procedures.

Employee onboarding software and its benefits

We’re at a place in time when software can solve most of our daily issues. The problem is, there are so many different options, how do we choose? The reality is finding a reliable solution before fully investing takes a whole team of specialists and trial/error. However, we have a much faster and more reliable solution for you. airSlate WorkFlow is revolutionizing the way businesses introduce automation into their existing processes.

Create a new employee onboarding workflow in airSlate and reap the following benefits:

  1. Increased efficiency.
    Due to bots included in the workflow, each stage of the process gets done automatically. It eliminates the need to monitor whether this or that document has been sent, filled out, or signed. For instance, the Pre-fill Document bot automatically copies data from a particular document and moves it to the corresponding fields of another document.
  2. Reduced human error.
    When a process is optimized with automation the only time human involvement is directly needed is at the beginning: the first step when the HR manager inputs the new employee’s info into the CRM. After that, the onboarding package is generated automatically. Documents, notifications, and confirmations are sent in the same way. Therefore, the risk of human error is next to impossible.
  3. Decreased expenses.
    Employee onboarding when automated removes the costs associated with a paper-based workflow. Namely, ink, paper, printing equipment, etc.
  4. Increased employee satisfaction.
    From start to finish, every participant receives a form or contract with pre-filled information. Meaning, no one has to spend time adding the same data over and over again. Simply open and sign. Being so easy, employees at every stage are happier, more efficient, and overall more satisfied.
  5. Elimination of the mundane.
    With monotonous and mundane paperwork connected with the employee onboarding process eliminated, HR managers are free to focus on what they do best – improving how employees experience their work and handling other more important issues.

How to implement onboarding workflow automation into your business

airSlate WorkFlow provides the best possible way to make the process of shifting from a manual to an automated workflow fast, simple, and painless. The airSlate Academy contains a range of courses that teach businesses the ins and outs of process automation. For example, a popular course is focused on employee onboarding. Finishing the self-paced course gives you a clear understanding of how to automate processes and profit from it.


  1. Create an airSlate account.
  2. Create a document.
  3. Attach the required documents.
  4. Define roles.
  5. Set up necessary bots.
  6. Share the workflow with other participants.

Get away from the old-fashioned way of executing a human resources workflow. Increase your HR department’s efficiency exponentially while making a good impression on new recruits from the very beginning. Choose airSlate WorkFlow to keep your current and prospective workers happy, because happy employees are the key to a company’s success.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Human Resources requires organized planning that involves predicting a company’s needs when it comes to personnel. The process of planning Human Resources includes steps such as analyzing the current situation of the labor market and labor supply, predicting future demands for employees, balancing between these two categories, and creating plans for a company’s future needs. airSlate WorkFlow helps HR departments easily automate all HR processes, including employee onboarding, reducing paperwork and manual errors, and increasing employee satisfaction.

Employee onboarding is an HR process that refers to introducing a new employee to a company and helping them smoothly adapt to their new job and quickly get started completing their tasks. In other words, it’s a new hire’s organizational socialization. An effective employee onboarding process helps a new team member to better understand their role in a company and improve their productivity. Sign up for the airSlate Academy’s course and learn how to implement onboarding automation into your workflows with the airSlate WorkFlow platform.

An onboarding workflow requires a lot of forms to be completed and signed. Aside from the welcoming letter to a new hire from HR, onboarding documents include things like a company’s policies, a non-disclosure agreement, various compliance forms, an Employment Eligibility Verification (Form I-9), an Employee’s Withholding Allowance Certificate (Form W-4), a letter for opening a Salary account, and so on.

Planning is a key HR process. It involves four basic steps such as exploring the current labor market, forecasting a company’s future demand for personnel based on its strategic plans, finding balance between demand and supply, and developing plans that correspond with a company’s goals and objectives.

New employee onboarding begins right after a prospective team member accepts the job offer sent to them and lasts until the new team member starts performing their new role. This human resources workflow consists of releasing and receiving offers of acceptance, introducing the new employee to the staff, and arranging the workspace with all the necessary supplies. The workflow for employee onboarding also involves coordinating with other departments to provide them with computer assets, access to their email and other company platforms, setting up a salary account, etc. The HR process requires many onboarding documents to be signed.

Creating an effective onboarding workflow requires the use of an appropriate employee onboarding software, like airSlate WorkFlow, that helps in automating HR processes and digitizing the actions needed for completing and signing necessary employee onboarding documents.

IT specialists have created various employee onboarding software that helps to streamline all interactions between departments involved in welcoming a new staff member. airSlate WorkFlow is a no-code solution for onboarding automation via bots and mapped data workflows. Sign up for one of the airSlate Academy courses and learn how to automate your employee onboarding process in minutes or hours instead of days or weeks.

Employee onboarding is an HR process that helps a new staff member to acclimate into their new company’s working and social environment: its workflows, systems, culture, and values. Usually, it takes from several months to one year. It’s also often called “organizational socialization”.

Employee onboarding software is a technological solution for streamlining an onboarding process. airSlate WorkFlow is a no-code business process automation tool that helps minimize manual data input for onboarding documents, decrease costs for paper-based onboarding workflows, and increase productivity and staff satisfaction. Register for the employee onboarding automation course by airSlate Academy and find out how to set up and effectively run your processes.

Employee onboarding software helps to configure automated workflows for smooth employee onboarding. airSlate WorkFlow uses no-code bots so that each step of the HR process gets done automatically, for example, creating a record regarding a new staff member in the company’s CRM. This helps to automatically pre-fill documents, send them out for signing, archiving, etc. Sign up for the Employee Onboarding course at the airSlate Academy, discover how to set up automated workflows for your business, and get a verified certificate of completion for free.