Description
The problem: New-hire onboarding involves repetitive document prep and checklist creation that eats up HR time every single time someone joins.
Who it’s for: HR consultants managing onboarding for multiple clients, and HR teams at growing companies who want a consistent, repeatable onboarding process.
What’s included:
- Complete Zap template, ready to import
- Auto-generated onboarding checklist per role
- Document pre-fill step for offer letters and forms
- Setup notes for each connection
- 12 months of free priority support included
Setup & requirements: A Zapier account and your HRIS or document tool credentials. No coding required to use as-is.
Frequently Asked Questions
Can I customize the checklist by role?
Yes, checklist templates are fully editable and can be branched by department or role.
What if I get stuck?
Every purchase includes 12 months of free priority support. Message us with your Zap export.





