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New Hire Onboarding Instructions

HR

Send first-day and onboarding instructions to a new hire before their start date.

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Includes required fields, attachments, and recipients

Takes <30 seconds. No setup required.

What this workflow standardizes
Operational outcomes
  • Sends a new employee their first-day instructions, system access steps, and onboarding schedule.
  • New hire welcome email
  • First-day instructions
  • Employee onboarding kickoff
Fields your team can fill in
candidate_first_name
position_title
company_name
start_date
start_time
location
hr_contact
me::phone
Workflow previewApplied workflow: New Hire Onboarding Instructions
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Est. saved: 3 min 42 sec

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Subject

First Day Instructions — position_title at company_name

Onboarding-Checklist.pdf

Hi candidate_first_name,

Your start date is almost here — just wanted to make sure you have everything you need for a smooth first day at company_name. Here's what you need to know.

FIRST DAY DETAILS

• Date: start_date

• Arrival Time: start_time

• Location: location

• HR Contact: hr_contact

WHAT TO BRING

• Two forms of government-issued ID for I-9 verification (e.g., passport or driver's license + Social Security card)

• Any completed onboarding paperwork if you were sent forms in advance

• Banking information if you'd like to set up direct deposit on day one

WHAT TO EXPECT

Your first day will likely include an HR orientation covering benefits enrollment, company policies, and systems access. You'll also get introductions to your team and key stakeholders. Don't worry about knowing everything on day one — that's what the first few weeks are for.

ONBOARDING CHECKLIST

I've attached a general onboarding checklist to help you stay organized during your first weeks. Some items will be handled by HR directly; others are good to keep on your radar.

If anything changes before your start date or you have last-minute questions, reach out to hr_contact directly or call me at me::phone. We're rooting for you — go make a great first impression!

How it works

Use this workflow inside Outlook without rebuilding the email manually

Standardize the full process, then let your team launch the same complete email whenever they need it.

01
Add this workflow

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02
Open it in Outlook

Launch it from the compose window where your team already works.

03
Review, fill, and send

Review the remaining fields, then send with the right message already in place.

Roll out the standard

Standardize this process in Outlook

Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.

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