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Home » Best Ways to Automate Onboarding in a Growing Business
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Best Ways to Automate Onboarding in a Growing Business

staffBy staffMay 29, 20253 Mins Read
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In fast-growing businesses, one of the first processes to feel the strain is employee onboarding. When you’re hiring at scale or across multiple teams, the manual steps—emails, paperwork, training coordination—can quickly become inefficient, inconsistent, and error-prone.

The solution? Automated onboarding. Done right, it saves time, reduces admin burden, and ensures every new hire gets a great first impression.

In this blog, we explore the most effective ways to automate onboarding for growing businesses—and how to do it without losing the human touch.


1. Start with Preboarding Automation

Before a new hire even starts, there’s admin to handle—contracts, tax forms, superannuation details, policy acknowledgements. Automate this phase with digital forms, e-signatures, and automated workflows.

Benefits include:

  • Faster turnaround on contracts

  • Improved accuracy and compliance

  • Reduced HR time spent chasing paperwork

Tip: Send a preboarding checklist and welcome email automatically after the offer is accepted.


2. Trigger Cross-Departmental Workflows

New employees don’t just need HR—they need IT setup, manager involvement, and access to tools. An automated workflow can:

  • Notify IT to prepare laptops and logins

  • Alert the hiring manager to schedule an intro meeting

  • Assign training modules based on role

These triggered actions ensure everyone plays their part, and no step is forgotten.


3. Create a Centralised Onboarding Hub

An onboarding portal gives employees one place to access:

Self-paced onboarding content makes the process more engaging while freeing up HR from having to repeat the same information for every hire.


4. Automate Reminders and Milestone Check-Ins

Use your HRIS to schedule automated reminders:

  • A 3-day check-in email to see how the first week is going

  • A 2-week survey to gather feedback

  • A 30-day milestone meeting between the new hire and their manager

Automating these steps improves retention by keeping communication consistent and purposeful during the critical first 90 days.


5. Personalise by Role, Location, or Team

Automation doesn’t have to be impersonal. Set up different onboarding tracks for:

  • Full-time vs part-time staff

  • Remote vs in-office roles

  • Different departments or locations

Each workflow can be customised to ensure relevance—without the HR team having to manually tailor each experience.


6. Sync with Payroll and HR Systems

An automated onboarding experience is most effective when it integrates with your broader HRIS. That way:

  • New employee data flows straight into payroll

  • Leave entitlements and benefits are assigned automatically

  • Compliance documents are stored in the employee record

No duplication, no delays—just a seamless transition from candidate to employee.


Final Thoughts

In growing businesses, onboarding sets the tone for everything that follows. By automating onboarding, you ensure consistency, boost efficiency, and deliver a high-quality experience at scale. The right tools can help your HR team spend less time chasing forms—and more time building culture.

Whether you’re hiring one person a week or onboarding whole teams at once, automation turns onboarding from a bottleneck into a business advantage.

For more relevant posts:

  1. 12 Powerful Habits for Growth Mindset Success
  2. Guiding Principles for Developing and Setting Employee Performance Goals
  3. New survey reveals the spillover of work into personal time
  4. How to Improve Employee Onboarding with HR Software
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