Automate onboarding processes

Give new starters a great onboarding experience. Automate your tasks and workflows to reduce manual admin.

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Example of profiles

PREBOARDING

Give new hires an incredible welcome

Introduce new hires to your company, culture and team before their start date

Give new hires access to update their personal profile and complete necessary documents

Ensure everyone is set up for success before they even start

PROFILE TEMPLATES

Collect important data

Build unique employee records

Empower every team to collect the right information during onboarding, offboarding and inbetween

Show, hide or require fields based on individual circumstances

Example of an onboarding template
Example of Sapling workflows

WORKFLOWS

Auto-assign tasks and workflows

Automate processes for each team, location or employment type

Leverage Smart Assignment to delegate tasks with confidence

Eliminate manual checklists, data duplication and things being missed

DOCUMENTS & E-SIGNATURES

Execute e-signatures with ease

Create and send docs to your new team members and track their e-signature

Send individual documents or create document groups to mass-assign
Store indefinitely on Sapling and download anytime
Supports single e-signature & document co-signing
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Example of onboarding documents
Screengrab of profile information

PROVISIONING

Automate IT set-ups

Save your IT and Ops teams time by automating the set-up of key systems

Integrate with all leading identity management providers including G-Suite, Okta, Onelogin, Active Directory and more

DASHBOARDS

Analyse your programme’s performance

Streamline your admin processes and get high-level visibility of your onboarding pipeline

Stay on top of cross-functional tasks

Deep dive into individual progress with a click of a button
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screengrab of the onboarding dashboard
Screengrab of bulk onboarding

BULK ONBOARDING

Save time by onboarding multiple employees at once

Assign multiple workflows, documents, and more based on location, department, and employment status

Support seasonal hiring or hiring for similar roles across multiple locations

Integrations

A set of intelligent apps including Gmail, Docs, Drive, and Calendar to connect the people in your company, no matter where in the world they are.

TriNet is a professional employer organization that provides small and medium size businesses (SMBs) with full-service HR solutions tailored by industry.

Sapling’s integration delivers a better experience for customers by combining the power of two innovative solutions.

Sapling’s integration with Compaas delivers instant insights into total employee compensation.