New Starter Checklist

There are certain things that need to be done on an employee first day. Staff to be given training and safety information and managers need to know this has been signed off.

A tailored induction plan can be triggered on Trail whether you're using PandaDocs, HelloSign or SignRequest. The new starter task can have training videos depending on what role the employee has signed up for as well as a personalised checklist.

You might give the employee a week to do the tasks and then at the end of their probationary period the manager must leave comments and sign off the induction plan.