Onboard a New Hire Without the Checklist Chaos

When you hire two or three people a year, onboarding lives in your head, and something gets missed every time.

The laptop arrives on Tuesday. The contract is still unsigned at lunch on day one. Half the team learns someone new started when they walk past the desk. Each of these takes minutes. They get missed because months pass between hires.

This course turns your last hire into a checklist with one owner and one date on every step. A short form starts it: the moment you enter a new hire, an automation creates the dated tasks, sends the welcome email and tells the team. Accounts and contracts stay with a person, on tasks the automation sets. It works with the form, automation and task tools you already use, and every plan limit was checked against the vendors' own pages in October 2026.

You walk away with a checklist and form for every future hire, an automation that runs from the form, a day-one plan, and a 15-minute review you run after every hire.

Who it's for

Owners who hire a few people a year: do onboarding from memory and want it the same every time.

Office and operations managers: prepare the desk, the accounts and the paperwork, and want the dates set for them.

Small teams with a new manager: need the next hire to go well without the owner in the room.