Employee Onboarding
Run this process every time a new employee is being integrated into the company. If you're not sure where to start, foll...
When onboarding tasks live in scattered emails and spreadsheets, new hires show up to missing equipment, no system access, and confused managers. This template coordinates HR, IT, facilities, and the hiring manager so everything is ready before day one.
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. HR - Set up payroll and send welcome email | TM Team member | |
| Status: Active | 2. IT - Order equipment and set up workstation why this works | Claude AI agent | |
| Status: Waiting | 3. Office Manager - Prepare physical workspace | TM Team member | |
| Status: Conditional | 4. IT - Create accounts and system access why this works | Claude AI agent | |
| + 4 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Run this process every time a new employee is being integrated into the company. If you're not sure where to start, foll...
Use this process whenever you're bringing a new employee into the company. It'll help you stay on track from day one....
Estimated Time: 5-10 minutes Difficulty: Easy Team Size: 1-3 (employee, manager, HR) This workflow handles PTO and vaca...
Complete employee offboarding process for HR managers and department supervisors. Estimated time: 2-5 business days. Cov...
Lay out your steps, deadlines, and who does each: a person, AI, or a rule.
Launch in one click. AI does the routine steps; people approve. No glue code.
Watch every step live, then refine - a gradual shift, never a total redo.
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