Onboarding Is a Team Effort. CheckFlow Coordinates It.
IT, HR, and the hiring manager all have steps to complete. CheckFlow assigns them, enforces the order, and tracks everything — so nobody has to chase anyone.
AUTOMATION
Tasks auto-assigned the moment a hire is confirmed
When a new hire checklist is started, CheckFlow automatically assigns every task to the right person — IT provisions accounts, HR sends contracts, the manager sets up the desk — and notifies them instantly. No briefing required, no manual delegation, no dropped steps because someone assumed someone else was handling it.
Trigger onboarding automatically from your HR system
Connect CheckFlow to your existing HR platform via Zapier or the REST API. When a new hire is confirmed in your HRIS, an onboarding checklist starts automatically with the name, start date, and department pre-filled. IT gets notified before HR has finished the paperwork.
HR sees what IT is doing. IT sees what HR is doing.
CheckFlow’s real-time dashboard gives everyone involved in onboarding a live view of progress. HR can see whether IT has provisioned accounts. The manager can see whether the new hire has completed their pre-boarding tasks. Nobody has to ask — the dashboard has the answer.
A developer needs different system access than a finance hire. A remote worker needs different equipment steps than an office-based one. Use conditional logic to show or hide tasks based on role, department, or location — one template handles all variations without maintaining separate checklists for each scenario.
REPORTING
A full audit trail for every new hire
Every completed task is logged with a timestamp and the name of the person who completed it. See at a glance which onboardings are on track and which have overdue steps. When something goes wrong on day one, you’ll know exactly where in the process it broke down — and who was responsible.
Build your onboarding template once. Run it every time.
Use CheckFlow’s drag-and-drop designer to build your IT and HR onboarding process as a reusable template. Define every task, assign owners, set dynamic due dates relative to the start date, and configure conditional logic for different roles. Start the checklist in seconds for each new hire — consistent, every time.
Used by IT and HR Teams to Run Consistent Onboarding
CheckFlow is used by IT and HR teams at mid-size companies to manage employee onboarding and offboarding — ensuring every new hire gets the same structured, complete experience. Here are some examples.
CheckFlow handles both sides of the new hire’s first days
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IT onboarding
Before a new hire arrives, IT needs to provision accounts, configure hardware, set up software access, and complete security onboarding. CheckFlow ensures every IT step is assigned, completed in the right order, and tracked — so new hires are ready to work on day one.
HR’s side of onboarding — contracts, policy sign-offs, benefits setup, introductions, and compliance training — runs in parallel with IT. CheckFlow coordinates both sides from one dashboard, so HR and IT always know what the other has completed.
MSPs use CheckFlow to run structured client onboarding checklists — from contract signing to environment discovery, tool deployment, and SLA setup. One template, run consistently for every new client, with a real-time status view across the whole portfolio.
See your processes in a clear and understandable way, from start to finish.
Frequently Asked Questions
How is CheckFlow different from an HRIS or ATS?
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HR information systems (HRIS) and applicant tracking systems (ATS) record employee data and manage the employment lifecycle. CheckFlow manages the onboarding process — the structured checklist of tasks that IT, HR, and the hiring manager need to complete when a new hire joins. The two tools work alongside each other: your HRIS confirms the hire, and CheckFlow makes sure the laptop is ready, the accounts are provisioned, and the security training is booked before they walk in the door.
Can CheckFlow coordinate tasks across IT, HR, and the manager simultaneously?
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Yes — this is one of CheckFlow’s core strengths for employee onboarding. When a checklist starts, tasks are automatically assigned to the right team or individual and each person is notified immediately. IT handles provisioning tasks, HR handles paperwork and compliance, the manager handles introductions and equipment — all visible on one shared dashboard, without anyone needing to coordinate manually.
Can the new hire complete tasks before their first day?
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Yes. CheckFlow lets you share a secure checklist link directly with the new hire so they can complete pre-boarding tasks — submitting documents, reading policies, confirming equipment preferences — without needing a company email address or a CheckFlow account. Everything they submit is captured in the checklist and visible to HR and IT in real time.
Can I use one onboarding template for different roles or departments?
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Yes. CheckFlow’s conditional logic lets you show or hide tasks based on the hire’s role, department, location, or any other parameter. One template covers all variations — a developer hire triggers different access provisioning steps than a finance hire, automatically. No need to maintain separate templates for each role.
Can CheckFlow trigger an onboarding checklist automatically from our HR system?
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Yes — via Zapier or the REST API. When a new hire is confirmed in your HRIS (BambooHR, Workday, HiBob, or similar), you can trigger a CheckFlow onboarding checklist automatically with the relevant details pre-filled. IT gets notified before HR has finished the paperwork.
Does CheckFlow work for client onboarding as well as employee onboarding?
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Yes. Many CheckFlow customers — particularly MSPs and agencies — use the same platform to manage client onboarding alongside employee onboarding. The template structure, auto-assignment, and real-time dashboard work equally well for both use cases.
How much does CheckFlow cost?
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CheckFlow’s Business plan is $10 per user per month (or $9 on annual billing). All features are included — conditional logic, dynamic due dates, auto-assignments, custom notifications, secure sharing for external users, Zapier integration, and the REST API. Free trial, no credit card required. Full details at checkflow.io/pricing.