Staff Onboarding
New staff forms, signatures, policy questions and setup tasks managed in one workflow.
New hire: staff nurse
Offer letter
Signed
Policy acknowledgment
Signed
Nursing license copy
Pending
Setup tasks
- HR: payroll record
- IT: system access
- Department: rotaOpen
Overview
Every new doctor, nurse or staff member needs forms signed, documents collected and accounts set up before their first day. This work is usually spread across HR, IT and department heads. Indite sets up an AI agent that sends forms for signature, answers common policy questions and creates setup tasks for each team.
Challenges
Paperwork is scattered
Offer letters, policy acknowledgments and personal details are collected through separate emails and paper forms.
Pending documents are hard to track
It’s difficult to see which documents each new hire has returned and which are still missing.
New hires ask the same questions
Questions about policies, schedules and benefits come up with every new hire.
Setup depends on several teams
HR, IT and department heads each have tasks, and one delay can hold up a start date.
Solution
Send forms for signature
The agent sends forms and documents for e-signature and records what has been returned.
Remind about missing documents
New hires are reminded about any documents that are still pending.
Answer policy questions
New staff can ask about policies and procedures, and the agent answers from your HR documents.
Create setup tasks
When a hire is confirmed, the agent creates tasks for HR, IT and the department, each with an owner.
Connects with: DocuSign or Dropbox Sign, form tools (such as Typeform or Tally), email, Microsoft Teams or Slack, and SharePoint.
Business Impact
One workflow per new hire
Forms, documents and tasks for each person are tracked in one place.
Clear status at a glance
HR can see which documents have been signed and which are still pending.
Consistent answers
Every new hire gets the same policy answers, taken from your own documents.
Every team knows its tasks
HR, IT and department heads each receive their own setup tasks with an owner.
See how this would work for your team
Tell us how it works today. We’ll show you how an AI agent could handle it, where your staff stays in control and what it would cost.