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Zaps, Tables, Interfaces
Employee Onboarding Template
New team member onboarding portal with tasks, resources, and forms with a custom chatbot.
Overview
Say goodbye to the repetitive questions and administrative overhead of onboarding a new employee. Built with Zapier, our employee onboarding portal centralizes communication, resources, and tasks in one convenient location. Utilize this template to foster strong relationships with new hires and simplify the onboarding experience.
Why you should create an employee onboarding portal with Zapier
Craft a transparent, cohesive, and new hire-friendly experience with an onboarding checklist built using Zapier Interfaces, Tables, and Zaps. Seamlessly connect and automate with 6,000+ apps to keep the onboarding process and documents current for each of your new employees.
How the template works
Leverage this template to assemble all components of your Employee Onboarding Portal:
- Featuring custom branding with your company name and a kanban board for the new hire checklist
- Implement a Get Help form and customized chatbot offering a new team member a straightforward method to submit queries or requests.
- Organize employee documents, resources, and important information on the Documents page
To begin:
- Click use template.
- Directly add items into the Tasks and Documents tables.
- Access the Get Help page to modify form fields, and if desired, implement conditional logic.
- Adjust interface settings for navigation.
- Optionally create managed user accounts for your employees. Then, filter the task-list kanban and documents table to only show items with email = is current user.
- Edit the chatbot instructions and data sources
- Share the interface URL with new hires.
Who should use this template
This template is designed for HR professionals, team leaders, and anyone involved in the onboarding process. Whether you're part of a fast-growing startup, a large corporation, or a remote team, this automated Employee Onboarding Portal is your solution to enhancing new employee communications, streamlining task management, and delivering a polished, professional onboarding experience.
Key benefits of this employee onboarding template
- Reduce time spent on administrative tasks, allowing more focus helping team members have a successful onboarding
- Easily link to existing tools you use by creating a Zapier workflow with 6,000+ app integrations.
- Tailor the pages, fields, forms, and chatbot to meet the unique needs and feedback of new hires.
Frequently asked questions
Will I be able to limit chatbot responses to information only found in my data source?
Yes. Connecting your own knowledge source will restrict your bot from using outside data sources when responding to questions.
Can I add different elements to my form?
Absolutely. There are so many elements to choose from, including a short text field, date picker, and checkbox.
Can I share this with my team?
Yes. The included interface comes with a public, password-protected, or managed user link that you can share with your team for access.
Is this template beginner-friendly?
It is. It's straightforward and easy to use, even if you're new to automation. You don't need coding or technical skills to get started. And our help center is available if you encounter questions along the way.
Can I embed forms on my website?
Yes, all forms can easily be embedded on your website. Or they can serve as a standalone page with a unique URL.
