Onboarding
Give every new hire a plan, a buddy and a way to ask for help
Write the steps once and save them. Shuffl sends each one in Slack on the day you set.
- Laptop on its way · HR10 days before · 9:00 AM local timeShipped
- Buddy invitation5 days before · 9:00 AM local timeAccepted
- Welcome and checklist2 days before · 9:00 AM local timeSent
- First-day introductionStart date · 9:00 AM local timeApproved
- Help check-in14 days after · 9:00 AM local timeApproved
Playbook
Write the playbook once
Every step on one timeline, from a week before day one to month three. Each goes to the person who should act on it.
- Steps
Everyone knows their part
To the hire, their manager, their buddy, HR or anyone you name.
- Knowledge
The right page at the right time
Link the handbook, a web page or a community, or have Mello draft the steps from your handbook.
- Checklists
Checked off where they already work
Done buttons in Slack, and one checklist on the web with what’s due this week.
The first weeks
A buddy, a welcome and a check-in
Who to ask, who to meet, and whether it’s going well.
Buddy invitation
Before day one, the buddy accepts in Slack and gets topics to cover and two meetings to book.
First-day introduction
On day one, the hire and their buddy meet in a Slack group message.
Check-in
Two weeks in, the hire answers All good or I need help. Help goes privately to HR.
Buddy follow-up
A month in, the hire and buddy each say whether they met. Only HR sees the answers.
First 90 days
The first 90 days, not just the first week
Managers get a 30/60/90 plan Mello drafts for each hire. Every starter playbook has anonymous check-ins on day 30, 60 and 90.
- For managers
A plan and one-to-ones through week 12
Mello drafts a 30/60/90 plan the day a hire joins. The First 90 days template adds a one-to-one every other week.
- For the hire
Check-ins that keep going
Each one is short and answered in Slack. Add one at a year too.
- On day 90
What should we fix before the next person starts?
One open question for every hire.
- Privacy
Nobody sees one person’s answers
Answers are stored without names. HR sees them combined, once 7 or more hires have answered.
Beyond new hires
A playbook for every change
Onboarding is the first playbook. The same steps and check-ins can follow any change, for people you add by name, group, department or community.
- The day they join
New managers
Starts the day someone joins the Managers group, with one-to-ones and a check-in after a month.
- On leave
Back from leave
A welcome back, a catch-up with their manager the same day and a check-in after two weeks.
- One date
Policy roll-outs
Everyone reads and confirms the new policy on the same day. Shuffl keeps who confirmed which version.
- Their last day
Leaving
From each last day: handover, laptop return, cards locked, access, exit check-in. Only their manager and HR hear first.
- A step up
Promotions
New goals with their manager, the new title and pay in writing, a check-in at 30 days.
- A new manager
Manager changes
A first one-to-one in week one, a written handover from the last manager and a check-in at three weeks.
- Before leave
Going on leave
Handover, cover and how much contact they want, agreed before parental or medical leave starts.
- A new city
Relocations
Right to work, payroll and People details for HR, meetings moved to their new time zone.
For HR
The HR year, as playbooks
A new HR person inherits a calendar of cycles and moments nobody warned them about. Each one has a template, ready to edit.
- Your own start
HR’s first 90 days
For a new HR hire: the handbook, the HR calendar, open cases and every manager, then a 90-day plan.
- Day 90
Probation reviews
A check-in at 30 days, a review before the end date and the outcome confirmed in writing.
- A year in
Stay interviews
Their manager asks what keeps them and what might make them leave, before they decide.
- A loss
Bereavement support
The manager lifts the work, HR explains leave and support, and gentle check-ins follow.
- One date
Review cycles
Self-reviews, manager reviews, calibration and the conversation, each with its own deadline.
- Each quarter
Goal setting
Everyone drafts two or three goals, agrees them with their manager and updates them halfway.
- With managers
Pay reviews
Managers propose, HR checks budget and fairness, and each person hears before the letter.
- A two-week window
Open enrollment
What changed and the deadline, a reminder after a week and a last call before it closes.
Control
HR stays in charge
One playbook holds the steps. Each person gets their own dates, time zone, manager and buddy.
- Approval
You approve every message
Change a step and only that step comes back for approval.
- Time zones
In their time zone
Nobody gets a welcome at 3 AM.
- Joining late
No pile of old messages
Someone added after day 0 skips what’s past, gets it in one message, or starts the playbook from today.
- Progress
Every hire at a glance
See each hire’s day, progress and next step. Nudge whoever owns an overdue to-do in one tap.
- Tracks
Steps for each team
Give engineers, an office or contractors their own steps. Preview as shows exactly what one person gets.
- Meet
The right hellos, on time
Introduce each hire to their manager, their manager’s manager or teammates in one Slack message with Pick a time.
- Ask the hire
Profiles filled in for you
A short form before day one fills in their preferred name, pronouns, birthday and photo.
- Before day one
Reach them before Slack
Until a hire’s Slack is ready, their steps go by email to their work email. Then Slack takes over.
Directory
Your people stay in sync
Onboarding, answers and introductions reach the right people because the directory stays current.
- Slack. Everyone in your Slack workspace shows up in People, with names, titles and deactivations kept current.
- Your HR system. BambooHR, HiBob, Rippling, Personio, Workday and Deel bring start dates and managers. A new start date starts onboarding.
- Your hiring system. An accepted offer in Ashby or Greenhouse starts onboarding before day one. A withdrawn offer stops it.
- Your identity provider. Okta, JumpCloud, Entra ID or any SCIM provider adds, updates and suspends people.
- Priya NairAdded
- Sam KimTeam changed
- Lee BrooksSuspended
Culture on autopilot
Onboarding that runs itself
Welcome every hire the same way, without chasing anyone.
Shuffl measures it
Onboarding insights track messages sent on time, buddy acceptance and check-ins answered.
Every hire gets the same start
You write the playbook once, and Shuffl sends every step on time.
Each first week gets better
Check-in answers show what to fix before the next person starts.
Pricing
Welcome your next hire with Shuffl
Free at any company size, like everything in Shuffl. Every feature included, no seat limit and no limit on questions.