Onboard new team members smoothly

Give new hires a clear checklist, accessible resources and short onboarding walkthroughs.

Categories: documentation

Tools that power the Onboard new team members smoothly stack

Setup guide

  1. Notion: Create a private Notion onboarding hub with an owner, first-week checklist, role-specific resources and links to required tools. Give new hires a personal copy or their own checklist rather than edit access to the master template. Verify access with a new-hire role before sharing. (Open Notion instructions)
  2. Loom: Record short onboarding walkthroughs using safe demo data. Keep each recording within the selected Loom plan’s limit; the free plan permits five-minute recordings. Restrict sharing to the intended team and check captions, links and access from a new-hire account. (Read official instructions)
  3. Slack: Create an onboarding channel and pin the hub and team contacts. Send a welcome message when a hire starts. For automation, Slack Workflow Builder supports a person-joins-a-channel trigger; it is not a general workspace-hire detector. Check plan and permissions, choose the onboarding channel and test with a designated member. Use scheduled reminders only for recurring team tasks. (Read official instructions)

    Check: A new-hire role can follow its own checklist and open the intended resources without editing the master or seeing unrelated private material.