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Employee onboarding

Westerly Springs HR · Employee onboarding · Bend, OR

As HR manager of Westerly Springs HR, the people team of a regional employer, Rafe Bellweather opens one screen on Monday and sees how many hires started, how much training and equipment each kind of hire needs, and where cases are stuck.

Staffing and HRReportingDashboards3 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 row action · 1 agent
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Onboarding board

Onboarding cases
Offer accepted4
Lorcan Fonseca(541) 555-0179lorcan.fonseca@juniperlinemail.net
Isidore Ortega-Wells(541) 555-0180isidore.ortega@juniperlinemail.net
Alaric Prestwick(541) 555-0181alaric.prestwick@juniperlinemail.net
Gideon Tanaka-Bell(541) 555-0182gideon.tanaka@juniperlinemail.net
Paperwork4
Hollis Sedgwick(541) 555-0175hollis.sedgwick@juniperlinemail.net
Zephyr Rasmussen(541) 555-0176zephyr.rasmussen@juniperlinemail.net
Stellan Greaves(541) 555-0177stellan.greaves@juniperlinemail.net
Fitz Novak(541) 555-0178fitz.novak@juniperlinemail.net
Equipment5
Zenobia Kuznetsov(541) 555-0170zenobia.kuznetsov@juniperlinemail.net
Soren Chaudhry(541) 555-0171soren.chaudhry@juniperlinemail.net
Wren Dlamini(541) 555-0172wren.dlamini@juniperlinemail.net
Evander Ormerod(541) 555-0173evander.ormerod@juniperlinemail.net
Mirabel Petrov(541) 555-0174mirabel.petrov@juniperlinemail.net
Orientation5
Vesna Rushworth(541) 555-0165vesna.rushworth@juniperlinemail.net
Leofric Eze(541) 555-0166leofric.eze@juniperlinemail.net
Oswin Lindgren-Shaw(541) 555-0167oswin.lindgren@juniperlinemail.net
Caspian Ironside(541) 555-0168caspian.ironside@juniperlinemail.net
Quillon Caldecott(541) 555-0169quillon.caldecott@juniperlinemail.net
30-day check7
Valentin Zoller(541) 555-0158valentin.zoller@juniperlinemail.net
Wystan Quarles(541) 555-0159wystan.quarles@juniperlinemail.net
Winifred Redmayne(541) 555-0160winifred.redmayne@juniperlinemail.net
Aldous Tolliver(541) 555-0161aldous.tolliver@juniperlinemail.net
Idony Xu-Holloway(541) 555-0162idony.xu@juniperlinemail.net
2 more
Complete7
Linnea Yelverton(541) 555-0151linnea.yelverton@juniperlinemail.net
Raina Fairweather(541) 555-0152raina.fairweather@juniperlinemail.net
Briony Adeyemi-Roth(541) 555-0153briony.adeyemi@juniperlinemail.net
Talia Jovanovic(541) 555-0154talia.jovanovic@juniperlinemail.net
Kit Haddad(541) 555-0155kit.haddad@juniperlinemail.net
2 more

Tables

Onboarding cases

32 sample rows · 17 columns

Each new hire's path from accepted offer to completed first month, with the cost and training that go with it.

New hirePhonePersonal emailEmergency contactCase numberOnboarding typeDepartment
Gideon Tanaka-Bell(541) 555-0182gideon.tanaka@juniperlinemail.netFitz Underwood, sibling, (541) 555-0122OB-26-132Field crewFacilities
Alaric Prestwick(541) 555-0181alaric.prestwick@juniperlinemail.netOdalie Fairweather, parent, (541) 555-0121OB-26-131Contractor conversionFinance
Isidore Ortega-Wells(541) 555-0180isidore.ortega@juniperlinemail.netUlric Zuccarelli, spouse, (541) 555-0120OB-26-130SeasonalPublic works
Lorcan Fonseca(541) 555-0179lorcan.fonseca@juniperlinemail.netUlric Rasmussen, friend, (541) 555-0149OB-26-129Office hireOperations
Fitz Novak(541) 555-0178fitz.novak@juniperlinemail.netBram Hollowell, partner, (541) 555-0148OB-26-128Field crewPublic works
Stellan Greaves(541) 555-0177stellan.greaves@juniperlinemail.netKellan Sandoval-Reid, sibling, (541) 555-0147OB-26-127RehireCustomer care
Zephyr Rasmussen(541) 555-0176zephyr.rasmussen@juniperlinemail.netIdony Yelverton, parent, (541) 555-0146OB-26-126SeasonalFacilities
Hollis Sedgwick(541) 555-0175hollis.sedgwick@juniperlinemail.netSilas Egerton, spouse, (541) 555-0145OB-26-125Office hireFinance
Mirabel Petrov(541) 555-0174mirabel.petrov@juniperlinemail.netAnsel Quennell, friend, (541) 555-0144OB-26-124Field crewPublic works
Evander Ormerod(541) 555-0173evander.ormerod@juniperlinemail.netMaeve Quarles, partner, (541) 555-0143OB-26-123Office hireOperations
Wren Dlamini(541) 555-0172wren.dlamini@juniperlinemail.netUlla Lockwood, sibling, (541) 555-0142OB-26-122Contractor conversionCustomer care
Soren Chaudhry(541) 555-0171soren.chaudhry@juniperlinemail.netWystan Venkat, parent, (541) 555-0141OB-26-121SeasonalPublic works

20 more rows

Onboarding tasks

60 sample rows · 5 columns

The paperwork, training and setup steps each new hire has to finish.

TaskOnboarding caseTask typeTask statusDue
Safety training: Zenobia KuznetsovZenobia KuznetsovSafety trainingOpenOct 8, 2026
Safety training: Soren ChaudhrySoren ChaudhrySafety trainingOpenOct 9, 2026
Benefits enrollment: Wren DlaminiWren DlaminiBenefits enrollmentOpenOct 11, 2026
Benefits enrollment: Hollis SedgwickHollis SedgwickBenefits enrollmentOpenOct 17, 2026
Tax and payroll forms: Zephyr RasmussenZephyr RasmussenTax and payroll formsOpenOct 19, 2026
Safety training: Zephyr RasmussenZephyr RasmussenSafety trainingOpenOct 20, 2026
Benefits enrollment: Stellan GreavesStellan GreavesBenefits enrollmentOpenOct 23, 2026
Tax and payroll forms: Fitz NovakFitz NovakTax and payroll formsOpenOct 25, 2026
Safety training: Fitz NovakFitz NovakSafety trainingOpenOct 26, 2026
Tax and payroll forms: Lorcan FonsecaLorcan FonsecaTax and payroll formsOpenOct 30, 2026
Benefits enrollment: Lorcan FonsecaLorcan FonsecaBenefits enrollmentOpenOct 31, 2026
Tax and payroll forms: Isidore OrtegaIsidore Ortega-WellsTax and payroll formsOpenNov 6, 2026

5 more rows

Also included

  • Onboarding boardStage rules
  • Paperwork still openDigest
  • Task coming dueNotificationReminds the case owner two days before a task is due.
  • Draft the welcome noteRow action

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