How to automate employee onboarding: Everything you need to know

How to automate employee onboarding: Everything you need to know

Updated on 27 August 2025
clock-icon 15 min read
Written by Jelena Relić

I remember when onboarding a new hire meant handling forms, emailing IT three times (at least), and hoping managers remembered their part. It was messy, slow, and stressful for everyone. But there is a better, smarter, and faster way to do it.

Learning how to automate employee onboarding will save hours of HR time, reduce mistakes, and give new employees a smoother first impression. 

To help you, I’ll break down what automation really means, why manual onboarding is holding companies back, and how you can turn the process into something consistent, efficient, and engaging.

What is automated onboarding?

Automated onboarding is the use of digital workflows and automation software to guide new hires through every step of the employee onboarding process that normally slows down HR staff. 

Automated onboarding replaces manual onboarding steps with an automated process that connects different HR systems together. An HRIS or other onboarding software can trigger actions based on key events in the onboarding process. 

For example, it:

  • Creates user accounts and grants system access
  • Sends digital forms for tax, payroll, and compliance
  • Triggers IT to prepare equipment like laptops or access cards
  • Schedules orientation meetings and training modules
  • Sends automated reminders to managers or HR staff if something is delayed.

These automated workflows mean nothing slips through the cracks, and every new hire gets the same structured onboarding experience, whether you’re welcoming one person or a hundred.

Why is manual onboarding outdated?

I’ve seen many HR teams still rely on manual onboarding, and the problems always look the same: too much paperwork, delays across departments, and an inconsistent onboarding experience for new hires. These issues frustrate HR staff, but what’s worse, they shape how a new employee feels about the company from day one.

Recent research makes this clear: only 12% of employees strongly agree their organization does a great job onboarding new hires. That means the majority of companies are leaving a poor first impression, which often leads to disengagement or even early turnover.

Here are the biggest challenges with manual employee onboarding:

1. Endless paperwork

Every form, including contracts, tax documents, and compliance acknowledgments, must be printed, signed, scanned, and stored. HR staff spend hours chasing signatures and filing documents instead of focusing on people. It’s no surprise that 91% of employees believe their onboarding could be improved.

2. Inconsistent experiences

When there’s no standard employee onboarding workflow, every manager does things differently. Some new hires get a full welcome package; others barely get a laptop on time. This lack of structure damages the onboarding process and leaves new employees feeling undervalued.

3. Delays and bottlenecks

Onboarding involves HR, IT, payroll, and team leads. Without automation, one missed email or a late system setup can block a new hire’s productivity for days. 

Studies show that up to 20% of new employees quit within the first 45 days, often because of these frustrating delays.

4. Higher risk of errors

Manual data entry means mistakes: wrong start dates, missed training, or lost forms. When employee data isn’t stored correctly, compliance issues appear, and they’re costly.

5. Not scalable

The methods that work for five employees break down when onboarding 50 or 500. Growth demands repeatable processes, but traditional onboarding doesn’t scale. 

In fact, about 35% of companies don’t have a formal onboarding program at all, which explains why so many struggle with retention.

Automated vs manual onboarding

When I compare manual onboarding with an automated onboarding process, the differences are clear. 

Manual methods rely on people managing every detail — documents, IT setup, and reminders. Automation uses digital workflows to make the employee onboarding process faster, more consistent, and less prone to errors.

Manual onboarding often creates frustration for new hires because it’s slow and inconsistent. By contrast, automated employee onboarding gives them a smoother onboarding experience and helps them feel supported and productive from the very beginning. 

Here’s how the two approaches stack up:

AspectManual onboardingAutomated onboarding
PaperworkPrinted, signed, scanned, and often delayedDigital document management with e-signatures and instant storage
ConsistencyDepends on each manager; experiences varyStandardized workflows ensure every new hire gets the same process
Task managementHR staff chase manual tasks across departmentsAutomated workflows assign tasks and send automated reminders
ErrorsHigh risk of mistakes in employee data and formsAutomated checks reduce errors, improving compliance
ScalabilityHard to manage for large numbers of new employeesEasily scales from 10 to 10,000 new hires
Employee experienceDisjointed, frustrating, and can lead to early turnoverSmooth, engaging, and supports higher employee satisfaction
EfficiencyTime-consuming administrative tasks for HRSaves time, frees HR to focus on culture and employee engagement

Common onboarding tasks you can automate

One of the easiest ways to see the value of onboarding automation is to look at the specific employee onboarding tasks that no longer need to be handled manually. 

These are the areas where automation saves time, reduces errors, and creates a smoother onboarding experience for new hires.

1. Digital document management and e-signatures

Paperwork is the first thing most people think of when they hear “employee onboarding process.” Contracts, tax forms, and compliance policies can overwhelm HR staff if handled manually. With automated onboarding, everything is digital, and you can:

  • Send documents electronically before day one
  • Collect secure e-signatures from any device
  • Store employee information safely in a central system

This cuts down administrative tasks and ensures compliance, without the delays of traditional onboarding.

2. Account setup, access provisioning, IT coordination

Nothing kills a new hire’s excitement faster than waiting days for email access or system logins. With an automated workflow, IT is notified as soon as the hire is confirmed.

  • Accounts for tools (email, project software, payroll) are created automatically.
  • Equipment requests (laptops, phones) are triggered instantly.
  • Permissions are assigned based on role or department.

This eliminates the bottlenecks of manual employee onboarding and helps new employees become productive faster.

3. Training assignments and learning paths

Getting new hires up to speed requires structured training. Automated employee onboarding can enroll them in the right courses the moment they start. You can:

  • Assign mandatory compliance training
  • Create role-specific learning paths in your LMS
  • Use workflow automation to track completion and send reminders

When training is part of an automated onboarding process, employees learn faster, and managers can see real-time progress.

4. Orientation meetings, buddy assignments, reminders

The human side of onboarding, like introductions, mentoring, and culture building, can also be supported by automation. You can:

  • Automatically schedule orientation sessions
  • Assign onboarding buddies and notify them with automated reminders
  • Add new employees to communication channels or group chats

This keeps the onboarding workflow consistent without losing the personal touch.

5. Feedback surveys and onboarding checklist tracking

Finally, automation helps HR measure and improve the onboarding experience.

  • Send satisfaction surveys at set milestones (day 30, day 90)
  • Track progress against an onboarding checklist automatically
  • Use data insights to refine the employee onboarding workflow

By replacing manual tasks with an automated process, HR staff get the information they need to make onboarding more effective, while new hires feel supported from day one.

Benefits of automated onboarding

When I look at the difference between manual onboarding and an automated onboarding process, the real payoff shows up in the results. Automating the employee onboarding process saves time, improves the onboarding experience, and helps companies keep more of their best people.

Efficiency and time savings

The most obvious benefit is time. HR staff spend hours on repetitive administrative tasks like sending forms, chasing signatures, and checking if IT remembered to set up accounts. With onboarding automation, those steps run automatically. 

According to Forbes, companies that moved from paper-heavy onboarding to an automated workflow cut the time spent on paperwork by 30% to 50%. That’s time HR can put back into people instead of processes.

Better employee experience and satisfaction

For a new hire, the first weeks set the tone for the entire employee experience. If systems aren’t ready or documents go missing, they quickly lose trust. With automated onboarding, the start feels organized and welcoming.

  • Personalized welcome emails go out before day one
  • Orientation sessions and buddy introductions happen on time
  • Access to training and resources is seamless

It’s no surprise that new employees who feel they had a great onboarding are 69% more likely to stay for 3 years or more. A smooth onboarding experience builds confidence and long-term loyalty.

Compliance and reduced errors

This is one of the most underrated benefits. When onboarding is manual, things slip: a missed tax form, an unsigned policy, or incomplete training. 

With employee onboarding automation, nothing is left to memory. Documents are sent in the right order, stored securely, and training completions are tracked automatically. 

Forbes reported that organizations using automated employee onboarding see a 50% improvement in compliance accuracy. For HR staff, that’s peace of mind.

Scalability for growth

There’s a limit to how many people HR can manually onboard at once. That’s why traditional onboarding breaks down when hiring accelerates. 

Automation doesn’t care if you have five hires or five hundred — the onboarding workflow is repeatable at any scale. Smaller businesses benefit too, because they can deliver the same structured onboarding process as a large company without needing more HR staff.

Positive impact on employee retention and engagement

This is where automation pays for itself. A poor employee onboarding process can lead to early turnover, with up to 20% of new hires quitting within 45 days. 

But when onboarding is structured and automated:

  • Best-in-class programs achieve 91% first-year retention vs. 30% in poor programs
  • Employees who rate their onboarding as “exceptional” are 2.6× more likely to be highly engaged
  • Effective onboarding shortens time-to-productivity by months, boosting employee productivity

The role of onboarding software and automation tools

Onboarding software takes repetitive onboarding tasks and builds them into an automated workflow that runs in the background.

How onboarding software supports automation

At a basic level, these tools connect the steps of the employee onboarding process so they don’t rely on HR staff remembering everything. A contract signed in an HRIS can automatically:

  • Create the employee profile
  • Notify IT to set up access
  • Assign the right training modules
  • Schedule a check-in meeting

Instead of scattered emails, the system handles the sequence, sends automated reminders, and keeps everything audit-ready.

Common types of tools

Different platforms cover different parts of onboarding automation:

  • Human Resource Information Systems (HRIS) manage employee data, records, and documents.
  • Learning Management Systems (LMS) assign and track training or learning paths.
  • Workflow automation tools let you design the whole employee onboarding workflow, step by step, without coding.
  • Integration layers – connectors like Zapier, Slack/Teams integrations, or even Microsoft Power Automate, which tie HR systems to calendars, IT, and communication platforms.

The magic happens when these systems talk to each other. They integrate onboarding, communication, and compliance so new hires have everything ready on day one.

How Thrivea automates onboarding and offboarding

One thing I like about Thrivea is that it doesn’t treat onboarding as a bolt-on feature or a separate module. Instead, it uses the same no-code building blocks: Workflow Automation, Employee Records, Documents, Communications, and Integrations, to run the whole process end to end. That means no IT setup and no complicated add-ons.

Onboarding

Here’s what the new-hire onboarding process looks like in Thrivea:

  • Pre-boarding setup: Create the employee profile, assign HR, manager, and IT tasks, and place the hire in the org chart with the right access.
  • ATS → employee record handoff: Import candidate data directly into a record, avoiding double entry.
  • Workflow templates: Task flows with assignees, due dates, reviewer steps, reminders, and a complete audit trail.
  • Approvals and documents: Send contracts, policies, or forms for acknowledgment; every action is tracked with version history.
  • Announcements with read receipts: Day-one updates are sent to the right teams, and HR can see who has read them. Analytics help measure reach.
  • New-hire self-service portal: The hire gets all their tasks, documents, and notifications in one place.
  • Smart views for tracking: HR can filter “new hires in the last 30 days,” nudge overdue steps in bulk, or add 30/60/90-day check-ins.
  • Integrations: Slack, Teams, and Zapier for reminders and triggers, plus an open API/webhooks for custom flows.

Offboarding

The same approach works when someone leaves:

  • A workflow template guides offboarding, revoking access, collecting assets, handing off accounts, and sending exit surveys, complete with assignees, dependencies, reminders, and audit logs.
  • Termination letters and checklists are stored in the document hub with role-based access and version control.
  • Targeted communications let you notify stakeholders and confirm they’ve seen the updates.

Getting started is simple. Bulk import and quick-start support are available, so HR can migrate existing processes without friction. Once it’s set up, Thrivea handles the heavy lifting: templates, approvals, reminders, confirmations, analytics, and integrations.

The bottom line? With Thrivea, automating employee onboarding and offboarding doesn’t require a separate module. It’s all built into the same flexible, no-code platform.

How to automate employee onboarding in 5 easy steps

The best way I’ve found to make automation work is to keep it simple. Instead of trying to digitize everything at once, I break the employee onboarding process into clear steps: 

1. Map out the employee onboarding workflow

Start by writing down the entire onboarding workflow from offer letter to 90 days in. Include every onboarding task, such as forms, equipment setup, training, and check-ins. Once you see the sequence, you can decide which parts can be automated.

Example: when a new hire signs a contract, that step can automatically trigger IT to create accounts, HR to assign documents, and managers to prepare orientation.

2. Standardize pre-onboarding and orientation

Most of the friction comes before day one. By automating employee onboarding steps like welcome emails, system access, and equipment requests, you remove the awkward waiting period. Orientation can also follow a set structure: scheduling intro meetings, assigning buddies, and sharing the handbook. That consistency improves the onboarding experience for every new employee.

3. Automate employee onboarding tasks with workflows

This is where the software takes over. A good HRIS or automation software can route documents, assign tasks, and send automated reminders without HR chasing people.

  • Contracts and policies → automatically sent for e-signature.
  • Role-based training → assigned through an LMS.
  • Notifications → go to IT, finance, and managers at the right time.

Instead of HR staff juggling dozens of manual tasks, the system keeps everything moving.

4. Track progress and adjust using data

Automation isn’t just about speed—it also gives visibility. You can see which new hires finished training, who hasn’t signed forms, and which steps are bottlenecks. This makes it easy to refine the employee onboarding workflow over time. Companies that measure onboarding this way are more than twice as likely to hit performance milestones on time.

5. Balance automation with personal interaction

Finally, automation should never replace the human side of onboarding. One-on-one meetings, cultural introductions, and informal check-ins matter as much as automated steps. The goal isn’t to remove people, but to remove friction, so HR staff and managers have more time to build connections.

Best practices for automating employee onboarding

Once you set up an automated onboarding process, it’s tempting to just let it run. 

In my experience, the best results come when HR staff treat automation as a tool to improve (not replace) the human side of the employee onboarding process. 

These few practices make the difference.

Keep the human touch

I’ve seen companies that automate everything, only to realize their new hires feel like they’re dealing with a machine. Automation should handle repetitive manual tasks, but HR and managers still need to meet with people, answer questions, and connect them to the culture. A welcome lunch or a personal call from a manager can do what no automated workflow can.

Protect employee data and information

Automation means you’re storing a lot of sensitive employee data in digital systems. Make sure the tools you use come with encryption, secure access controls, and compliance features. 

Employees trust you with their personal employee information; protecting it is part of delivering an effective, professional onboarding experience.

Use automated reminders wisely

Not every onboarding task requires a human to follow up. Smart systems send automated reminders to both new employees and managers when deadlines are missed. That prevents steps from slipping without HR staff chasing people. It also reinforces accountability across departments.

Monitor progress and measure satisfaction

Automation gives you data. Use it. Track completion rates, time-to-productivity, and employee feedback after onboarding. 

Simple surveys help measure employee satisfaction and show you where the onboarding workflow needs tweaking. Companies that actively measure onboarding quality see far higher employee engagement.

Continuously improve the process

No onboarding software setup is perfect on the first try. Collect feedback from new hires, look for bottlenecks, and refine your workflows. Over time, you’ll build a system that delivers consistent results while still leaving room for personal interaction.

Automate employee onboarding with Thrivea

Manual onboarding slows teams down and leaves too much room for mistakes. I’ve found that when you use the right tools, the employee onboarding process becomes faster, more consistent, and far more engaging for new hires. That’s exactly what Thrivea was built to do.

With Thrivea, I can:

  • Launch ready-made onboarding workflows with tasks, due dates, and audit logs
  • Route documents and approvals automatically, with e-signatures and version history.
  • Post announcements with read receipts so I know who’s actually seen them
  • Hand off candidate data from an ATS straight into an employee record
  • Keep new employees on track with a self-service portal and smart notifications

And it doesn’t stop there. The same system runs offboarding workflows, so HR staff don’t have to manage dozens of scattered onboarding tasks and checklists.

For me, the value is clear: less admin, fewer errors, and a better onboarding experience that helps boost employee retention.

Book a demo today and see how Thrivea can automate onboarding and offboarding for your team.

 

 

 

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