Stage 02 - Onboarding automation

Role-specific checklists generated - and actually tracked.

Access provisioning, day-one tasks, first-week meetings and setup steps are generated from the role, tracked live, and closed off from the same view a manager already opens.

Stage view

The part of the ramp curve that this stage owns.

Onboarding automation
0%25%50%75%100%Offer inDay 0Day 1Week 1Week 2Task set generatedAccess provisionedFirst tasks liveSetup completeReady to assessPRODUCTIVITY
Checkpoint hitSkill-gap flaggedMilestone / productive Day 0 to Day 90
What it does

Everything this stage takes off your plate.

Role-specific checklist generation

Different roles ramp differently - the checklist reflects that, from technical setup for engineering to enablement for sales.

Access provisioning tracked

Watch every access request on one status board, so a new hire never has a day-one login gap.

Owner and due-date awareness

Every task has an owner and a target day - stale tasks bubble to the top rather than quietly rot.

Meeting sequencing built in

First-week 1:1s, cohort intros and role-specific deep-dives sequenced onto the calendar automatically.

Completion signals feed forward

As tasks complete, the checkpoint on the ramp-up curve moves - and skill-gap identification starts collecting signal.

Manager view, HR view, hire view

The same task state, three views - each surfaces the right level of detail to the right role.

One worked example, end-to-end

One new hire, offer signed to end of week one.

A concrete run through this stage - not a diagram of arrows.

  1. Step 01

    Task set generated

    The moment the offer is signed, a role-specific onboarding task set is created against the hire record.

  2. Step 02

    Access provisioned pre-day-one

    Requests fire off for email, tools and internal systems - status is tracked live, not on a spreadsheet.

  3. Step 03

    Day-one tasks land in one view

    First-day tasks - reading, intros, environment setup - appear in a clean view for the new hire.

  4. Step 04

    Week-one closure

    Tasks close out; the ramp checkpoint moves; the skill-gap stage starts collecting real signal.

Signals in

What feeds this stage

  • Role and level from the ATS record
  • Manager preferences and team norms
  • Access-management system responses
  • Day-one meeting placements
Outcomes

What this stage puts on the curve

  • A live onboarding task board per hire
  • Access provisioning confirmed before day one
  • First-week meeting sequence on calendars
  • Second checkpoint on the ramp-up curve set