AI-Driven Onboarding

Day 1 should feel like they were expected.

From the moment they signed the offer to their 90-day "landed" check-in — a journey that's personalized to the role, tracked across HR, IT, and the manager, and feels nothing like a checklist.

Available on
Starter+ Growth Enterprise
Pre-board from Day -7
Document checklist sent on offer
Day-1 ready
Laptop · access · buddy assigned
AI-personalized
Journey by role + location
Buddy program
Auto-matched, tracked
30/60/90 check-ins
Structured, with feedback loop
The journey

From offer signed to landed. 97 days, scripted.

Five milestones, each with their own readiness criteria. AI tunes the tasks at each step to the new hire's role, location, manager, and worker type.

-7
Pre-boarding
Documents · asset shipping
1
Day 1
Welcome · access · 1:1s
7
Week 1
Role onboarding journey
30
Day 30
First structured check-in
90
Landed
Productive · risk handoff
01 · Pre-boarding · Day -7 onwards

Document collection starts the moment they sign.

The day the offer is e-signed, the new joiner gets a personal pre-boarding link. Aadhaar, PAN, address proof, education certificates, ex-employer relieving letter — uploaded on their phone, parsed by AI, verified before they walk in. By Day 1, the paperwork is done — and they don't have to spend their first morning filling forms.

Asset shipping (laptop, peripherals, ID card) kicks off automatically. IT gets a ticket. HR gets a status board. The new joiner gets a tracking link.

  • Auto-triggered on offer accept — no manual handoff from recruitment
  • Smart document collection — AI verifies Aadhaar, PAN against TRACES, parses education certs
  • Asset provisioning workflow — laptop, peripherals, ID card, with tracking
  • BGV via AuthBridge — background verification runs in parallel Coming Q3 2026
Meera Singh · Pre-board checklist
5 of 7 done
AadhaarLast 4: 8421 · Verified
Verified
PANABCDE5678F · TRACES-verified
Verified
Address proofBengaluru · PT slab applied
Verified
Education certificateB.Tech CSE · 2018
Verified
Laptop shippedMacBook M3 · arrived 13 Jun
Delivered
RL
Relieving letterFrom prior employer · 30-day notice
Reminded
FS
Form 12B (last salary)For correct TDS continuation
Pending
02 · Day 1 · welcome

They walk in expected. Not paperworked.

The new joiner's Day 1 view, on their company laptop: a personal welcome, a 12-minute company intro video, system access already provisioned, the 1:1 with their manager scheduled, and a buddy assigned.

Behind the scenes, IT has provisioned Slack, GitHub, email, Notion. HR has finalized the offer record. Payroll has confirmed the bank details. The first morning is for meeting people and learning what the team's working on — not for filling out forms.

  • Personalized welcome flow — name, role, manager, buddy
  • SSO-provisioned access — Slack, Google, GitHub, Notion in one click
  • 1:1 calendar invites — manager + buddy + key stakeholders pre-scheduled
  • Day-1 readiness dashboard — manager sees what's done vs pending
Day-1 readiness · Engineering
3 new joiners · 16 Jun
Meera SinghBackend · Bengaluru · 100% ready
Ready
Arjun KrishnaFrontend · Bengaluru · 100% ready
Ready
5
Nidhi BansalData Eng · WFH Pune · 5 of 7 done
In progress
Nidhi: address proof pending. Auto-reminder sent yesterday.
03 · Week 1 · the journey

One template per role. Personalized by AI for the actual hire.

You design a journey template once for "Backend Engineer" — codebase walkthrough, on-call shadowing, first ticket assignment, eng all-hands intro. When Meera joins, the AI tunes that template to her seniority, her stack, her location, her manager's preferences.

14 tasks across 4 weeks. Owners assigned automatically — Meera, her manager Ravi, her buddy Priya, an IT person for the systems setup. Progress tracked, blockers surfaced, the manager doesn't have to remember.

  • Template per role — design once, apply to every new hire in that role
  • AI personalization — adjusts tasks by seniority, location, worker type, manager style
  • Multi-owner workflow — IT, HR, manager, buddy each get their tasks
  • Progress visible to all — new joiner sees their journey, manager sees the dashboard
Meera Singh · Onboarding journey
14 tasks · 4 weeks
WEEK 1 3 of 4 done
Codebase walkthrough · with buddy Priya
Eng all-hands intro VP Eng
First PR · "good first issue" Meera
Setup local dev environment Meera
WEEK 2 0 of 4
Shadow on-call rotation · 1 day Rahul
Skip-level 1:1 with VP Eng Ravi
First small ticket · estimated 2 days Meera
Cross-team intro (Platform, Mobile) Priya
AI personalized this journey: Meera's 5 yrs at a similar-stage startup means we skipped the "intro to working in tech" track. Backend focus added on-call shadowing + Platform team intro.
04 · Day 30 · the check-in

A structured conversation, not a generic survey.

On Day 30, both Meera and Ravi (her manager) get a structured check-in form. Three questions for the employee, three for the manager — both around fit, friction, and what's working. Not a 40-question survey; a 5-minute reflection.

Responses sit in the HR record. If a flag emerges — slow ramp, manager mismatch, missing context — HR sees it before the resignation letter, not after.

  • Twin check-ins — employee & manager fill the same week
  • Three-question format — fit, friction, what's working
  • HR visibility — answers visible to HR with consent flagged
  • Repeat at Day 60 & Day 90 — same questions, different state
Meera Singh · 30-day check-in
Submitted 16 Jul
From Meera (employee) 3 questions
How well does the role match expectations from the interview?
Do you have what you need to do your job well?
Anything that's making the first month harder than it should be?
From Ravi (manager) 3 questions
Ramp speed — is Meera moving as expected for the role?
Team fit — collaboration, comms, attitude
05 · Day 90 · landed

Productive. Handed off cleanly to the team.

By Day 90, the onboarding journey is complete. The new joiner is contributing at expected pace, their probation has cleared (or been extended with a conversation), and their record exits onboarding with a handoff to the attrition-risk model in HR.

If the journey didn't land — if they're behind on tasks, if check-ins flagged issues, if probation extended — that's visible too. Not as a punishment, but as a place for the manager to focus.

  • Probation tracking — clear / extend / decision date built into the workflow
  • Productivity ramp visible — first PR, first ticket closed, first solo project
  • Onboarding NPS — final question: "would you recommend joining hrPLANR to a friend?"
  • Risk handoff — record flows from "onboarding" to standard HR, with risk score updated
Day 90 · Landed handoff
14 Sep 2026
Meera Singh Senior Backend Engineer · joined 16 Jun · probation cleared
12%
Low risk
Arjun Krishna Frontend Engineer · joined 16 Jun · probation cleared
18%
Low risk
Nidhi Bansal Data Engineer · joined 16 Jun · probation extended 30 days
42%
Watch
Cohort summary: Of 3 new hires, 2 landed cleanly. 1 on extended probation — manager 1:1s scheduled. Onboarding NPS for cohort: 9/10.

Onboarding doesn't start at Day 1.

It starts when Recruitment closes the offer, ends when HR picks up the steady-state employee record, and threads through Payroll, ESS, and IT along the way. One platform, one journey.

Your next new hire deserves better than a checklist.

30-minute walkthrough — pre-board, Day 1, journey templates, 30/90-day check-ins.