Workflow steps
Follow this structured process
Complete each step in order. Review important facts, decisions, and generated outputs before moving to the next stage.
- 1
Step 1
Define role expectations, stakeholders, access, and required preparation.
- 2
Step 2
Plan first-day, first-week, and first-month milestones.
- 3
Step 3
Assign training, documentation, meetings, and responsible owners.
- 4
Step 4
Add feedback checkpoints and measures of onboarding success.