# New Hire Onboarding

> Start every placement with the paperwork done. A routine Jane, the AI employee from Forge AI, runs for staffing and consulting firms.

When a placement is created in your applicant tracking system, Jane builds that client's onboarding checklist and prepares the contract and payroll details. She sends one email to the new hire with every form, link and due date. She tells the recruiter about anything still open two days before the start.

Page: https://forge-labs.io/routines/onboarding-started-the-day-the-offer-is-signed/

## How it works

1. **A placement is created.** The routine starts each time a placement is created in your applicant tracking system, with the client, the start date and the new hire's details on it.
2. **Jane builds the onboarding checklist.** Jane builds that client's onboarding checklist and prepares the contract and payroll details. She sends one email to the new hire with every form, link and due date.
3. **Onboarding is tracked to the start.** Jane keeps the checklist current on the placement. Two days before the start date she tells the recruiter in chat about any item still open.

**When it runs:** Each time a placement is created in your applicant tracking system.

**What stays with your team:** Jane builds and updates the checklist on her own. Every email is sent only after a person approves it, and a person sends the contract for signature and approves payroll setup.

**Who uses it:** Onboarding, Recruiters, Operations

**Team:** Placements

**Built for:** IT staffing, Offshore and nearshore staffing, Skilled trades and light industrial, Healthcare staffing, Recruitment process outsourcing

**Works with:** Bullhorn, Avionté, Greenhouse, Ceipal, DocuSign, Gusto, Gmail, Outlook, Google Drive, Slack

## Questions

### What does the New Hire Onboarding routine do?

When a placement is created, it builds the onboarding checklist, prepares the contract and payroll details, drafts the email to the new hire, and tracks every item until the start date.

### Does Jane sign or send the contract?

No. She prepares it from your template, and a person sends it for signature. Payroll setup is approved by the person who runs payroll.

### Can each client have its own checklist?

Yes. Give Jane the steps each client requires, such as a drug screen or site safety forms, and she builds that checklist for every placement with them.

### Does she contact the new hire on her own?

No. Every email and reminder is drafted from the recruiter and sent after approval.

## Book a demo

https://forge-labs.io/book