Employee onboarding powered by AI

Give every new team member a structured onboarding path, training resources, tasks and AI support.

MR

Mia Roberts

Project Coordinator

62%
Start: Monday62% complete
JC

James Carter

Web Developer

28%
Start: Next week28% complete
OT

Olivia Tan

AI Automation Specialist

74%
Start: In progress74% complete

Onboarding checklist — Mia Roberts

8 of 14 complete
Welcome email sent
Employment documents uploaded
Company handbook reviewed
Tool accounts created
Notion workspace access
Gmail access
Slack/Teams access
Project management access
Brand guidelines reviewed
Services overview completed
AI policy reviewed
Security training completed
First-week tasks assigned
Manager check-in booked

Manager view

  • Onboarding now3
  • Tasks overdue2
  • Training completed17
  • Documents missing4
  • Check-ins booked3
  • AI questions asked42

Role-specific training

Website project process

5 modules · ~45 min

AI implementation process

5 modules · ~45 min

Client communication standards

5 modules · ~45 min

Proposal writing

5 modules · ~45 min

Brand guidelines

5 modules · ~45 min

Project handover

5 modules · ~45 min

Quality assurance

5 modules · ~45 min

Internal tools

5 modules · ~45 min

Security and privacy

5 modules · ~45 min

Sales process

5 modules · ~45 min

Onboarding tip

Mia hasn't completed the AI policy module — assign before Friday so she's ready for the Lumora discovery call next week.

Onboarding AI

Hi, I'm Onboarding AI. I can answer process questions, help you find brand guidelines, walk you through tools and explain how we run client projects. What would you like to know?