What's Included
32 pre-built onboarding tasks across 5 phases
Cards assigned to HR, IT, Manager, and Buddy roles
Milestone tracking for 30, 60, and 90-day check-ins
Reusable template for every new hire
AI-Powered Features
Generate role-specific tasks from job description
Track completion across all active onboardings
Health Check for onboarding progress
Smart reminders for upcoming milestones
Template Zones
1
Pre-Arrival (Week 0)
2
Week 1: Orientation
3
Weeks 2-4: Training
4
Weeks 5-12: Ramp-Up
5
90-Day Review
Best For
New employee onboardingContractor onboardingExecutive onboarding
Frequently Asked Questions
How do I customize for different roles?
After applying the template, edit card titles and add role-specific tasks. Save as a new template for reuse.
Can the new hire see their onboarding canvas?
Yes. Add them as a Contributor so they can check off completed tasks.
How do I track multiple onboardings?
Create a separate project for each new hire using this template. The dashboard shows all active onboardings.
Does it integrate with HRIS systems?
Vizually.AI focuses on task management. Use it alongside your HRIS for the operational onboarding workflow.
What about remote onboarding?
The template works for remote teams. Add virtual meeting links and async training modules as card details.
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