ONBOARD — 06

Onboarding Automation Software – HR Onboarding Agent

Deliver a Seamless Day-One Experience

Automate paperwork, tasks, and training with the best employee onboarding software designed to create a smooth and efficient onboarding experience.

Live demo

Onboarding at work

64% complete
64%
Jane Okonkwo

Jane Okonkwo

Senior Platform Engineer

● Onboarding in progress

Day 0 → 90 checklist
  • Day 0SSO & access
    Complete

    Okta · GitHub · Slack provisioned

  • Day 0Payroll profile
    In progress

    Workday · tax & bank details

  • Day 1Equipment shipped
    In progress

    MacBook Pro · monitor · peripherals

  • Day 1Buddy program
    Complete

    Sarah K. assigned · Day 1 walkthrough

  • Day 7Learning path
    In progress

    Security · product · compliance modules

  • Day 9090-day check-in
    Scheduled

    Manager review · goal alignment

Day 198%

Access & equipment

Day 3094%

Role clarity

Day 6088%

Performance check-in

Day 9081%

Full productivity

Lifecycle phase

Onboard

Automated workstreams

15+ tasks

Time saved

40% vs manual

Day-one completion

98%

What it does

What Onboarding does

  • 01

    Document collection and verification

    Collects identity and employment documents before day one and checks them, so the paperwork is finished before the first morning.

  • 02

    Accounts, equipment and access

    Provisions email, a laptop, single sign-on and the payroll profile, so the new starter can work from day one.

  • 03

    Goals and KPIs

    Sets goals and KPIs for the first 90 days and tracks the 30-, 60- and 90-day milestones.

  • 04

    Payroll set-up

    Sets up the payroll profile from the signed offer rather than from a second form.

  • 05

    Policies and training

    Assigns a buddy and a training path, and has each policy acknowledged and recorded.

How it works

How Onboarding works

  1. 01

    Input

    A signed offer and the pre-hire record staged by the Offer agent.

  2. 02

    Processing

    Collects documents, provisions accounts and equipment, and assigns a buddy and a training path.

  3. 03

    Output

    A start-ready employee, with milestones scheduled for days 30, 60 and 90.

  4. 04

    Human approval

    HR confirms the documents, and the manager signs off each milestone.

Inputs and outputs

What goes in, what comes out

Takes in

  • The signed offer
  • The pre-hire record
  • Role and team details

Produces

  • Provisioned accounts and equipment
  • Verified documents
  • 30-, 60- and 90-day milestones
  • A complete employee record

Receives from

Human control

Where a person decides

A person approves

  • Document verification
  • Each milestone, by the manager

Runs on its own

  • Account, equipment and access provisioning
  • Buddy and training assignment
  • Milestone reminders

Works with

What Onboarding connects to

  • Email and single sign-on

    Accounts and access created ahead of the start date.

  • Equipment

    Laptops and peripherals requested, shipped and recorded against the employee.

  • Payroll

    The payroll profile created from the signed offer.

  • HRIS

    A complete employee record handed over when the hire becomes active.

FAQ

Onboarding: frequently asked questions

What is the Onboarding Agent?

The Onboarding Agent is an AI agent in PilatusOS that takes care of the entire employee onboarding journey. It handles paperwork, assigns tasks, sets up training, and prepares everything for day one — so new hires feel welcomed and ready from the start.

What does the Onboarding Agent do?

It automates document collection, digital signatures, task workflows, training schedules, system access provisioning, and progress tracking, reducing manual effort for HR teams while ensuring every new employee is fully prepared from day one.

How does the Onboarding Agent improve the employee experience?

It delivers a consistent, personalized, and friction-free onboarding journey. New hires receive clear checklists, automated reminders, and timely access to tools and training, helping them feel productive and welcomed faster.

Can the Onboarding Agent integrate with existing HR systems?

Yes. The Onboarding Agent connects with HRIS, payroll, IT provisioning tools, and other systems to automatically sync employee data, create accounts, and update records without duplicate data entry.

Who can benefit from the Onboarding Agent?

HR teams, people operations, and hiring managers in companies of any size benefit from faster onboarding, reduced administrative workload, better compliance, and higher new-hire engagement and retention.

How is the Onboarding Agent different from traditional onboarding software?

Unlike static checklists or manual processes, the Onboarding Agent uses AI to intelligently assign tasks, adapt workflows based on role or location, track completion in real time, and proactively follow up — making the process smarter and more scalable.

Is the Onboarding Agent customizable?

Yes. You can configure workflows, documents, training modules, and approval steps according to your company’s policies, role types, locations, and compliance requirements.

How do I get started with the Onboarding Agent?

You can start with a demo to see the agent in action. After configuration of your workflows and integrations, the agent can be deployed quickly, with ongoing support for optimization and scaling as your hiring volume grows.

How much does the Onboarding Agent cost?

Pricing is subjective and depends on the number of users or employees and the complexity of your onboarding workflows. A customized estimate is shared after reviewing your needs.

How long does it take to implement the Onboarding Agent?

The Onboarding Agent is ready-to-use and can be activated quickly as a standalone product. When integrated with existing HR systems or customized for specific processes, the implementation timeline may extend accordingly.

See Onboarding in your own workflow

Tell us about your hiring volume and HRIS stack. We will tailor a walkthrough of PilatusOS to your workflow.