Generate onboarding documents for new hires

Select role and region templates for each approved hire, fill the offer letter, welcome pack, and policy acknowledgements, and link the files to the hire's record.

Useful for
People coordinators who prepare new hire paperwork, recruiters who extend offers, hiring managers waiting on accepted offers, and new hires who receive their documents before the start date.

Copied

When an offer is approved on a hire's record in [ATS/HRIS], read the hire's role, region, start date, compensation, and manager, then select the matching offer letter, welcome pack, and policy acknowledgement templates from [document template source, e.g. Google Docs, Word templates] using the role and region mapping stored in [template mapping source, e.g. spreadsheet, HRIS field]. Fill each template with the hire's details using [document generation tool, e.g. Google Docs, PDF generator], save the finished documents to the hire's folder in [file storage, e.g. Google Drive, SharePoint], link each file back to the hire's record in [ATS/HRIS], and notify the People coordinator via [team communication channel, e.g. Slack, Microsoft Teams, email] to review and send.

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Problem

People teams prepare each new hire's offer letter, welcome pack, and policy acknowledgements by hand, picking the right template for the role and region, then copying in names, dates, pay, and manager details. The copying is slow and error prone, and finished files end up scattered across folders instead of attached to the hire's record.

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Solution

When an offer is approved on the hire's record in the ATS, the automation reads the hire's role, region, start date, compensation, and manager, then selects the matching offer letter, welcome pack, and policy acknowledgement templates using role and region rules. It fills each template with the hire's details, saves the finished documents to the hire's folder, links each file back to the hire record, and notifies the People coordinator to review and send.

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Impact

Every approved hire gets the correct role and region documents filled with accurate details and stored on their record, so People teams stop retyping paperwork and anyone can find a hire's files in one place.

Benefits 

Solutions

Adapt at speed with 
visual-first automation and AI 

Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.