Browse ready-made templates
Supplier risk assessment
This checklist ensures that new vendors meet all of your legal, ethical, and regulatory standards. Suppliers will be able to upload all the requested docs.
Docusign / Sign template
Upload documents
Complete form
Post-sale hand-off
This checklist outlines the essential steps to smoothly transition new customers from the sales process to customer success. It covers internal team preparation, account creation, and the initial kickoff meeting.
Calendly / Book meeting
Technical integration & config
This checklist guides customers through the technical setup, data migration, and system configuration required to successfully launch their new workspace.
Docusign / Sign template
Upload documents
Operational integration & procurement
This checklist guides vendors through the process of integrating with your procurement systems and setting up operational workflows. Officially launch your supplier partnership.
Calendly / Book meeting
Pre-boarding and compliance
This checklist covers the essential operational steps required between contract execution and an employee's start date. It ensures all tax, identity, hardware, and legal requirements are fulfilled so they're fully prepared for day 1.
Docusign / Sign template
Sumsub / Verify ID
Complete form
First day employee onboarding
This checklist guides employees through initial setup, ensuring all administrative tasks are sorted and they are connected to the core systems needed to get to work.
Docusign / Sign template
Upload documents
Calendly / Book meeting
30-60-90 performance roadmap
A long-term blueprint designed to guide a new hire from a supervised trainee to an autonomous contributor over their first quarter. This milestone-driven checklist balances technical, role-specific training with formal performance evaluations.
HubSpot / Schedule meeting
Calendly / Book meeting
User adoption & churn mitigation
A milestone-driven onboarding plan to transition a customer's team from technical setup to active product usage. This checklist ensures end-users are fully trained, monitors early account health, and verifies that key business objectives are being met.
Docusign / Sign template
Complete form
Calendly / Book meeting
Manufacturing supplier onboarding
This checklist guides your manufacturing suppliers through your onboarding process, ensuring all technical quality, safety certifications, and supply chain standards are met.
What actions can you get done?
Branded
HubSpot ready
Automates
Onboard anyone with a unique link to a branded task page. They complete their tasks, you get everything you need. We'll automate all the chasing up too, saving you time.
What is Onthen?
Simple, one-page checklists for onboarding
We centralize your onboarding process into a beautiful, branded page that is simple, clear, and completely friction-free.
Your branding
Simply upload a logo and choose a primary color, and we'll do the rest. Even the emails we send for you are branded.
Syncs with HubSpot
We bridge the gap by syncing every onboarding action back to your CRM timeline and custom fields. Works with contacts, deals, and tickets.
- Manage checklists with the App Card
- Adds events to your timeline
- Syncs uploaded files and photos
Take action with each task
Link tasks to actions in other apps. Combine built-in tasks with a growing library of third-party app actions.
Does all the chasing up for you
We'll send automatic nudges for overdue tasks and a helpful weekly summary to keep everyone focused on what's left to do.
Loved by 4,500+ happy users
What is onboarding software?
At its core, onboarding software is a digital platform designed to bring a newly hired employee or a new customer into a company smoothly. Instead of handing that person a mountain of confusing paperwork or bombarding them with emails, teams use onboarding software to digitize, automate, and streamline the process of welcoming people into your business.
Think of it as a digital bridge between your team and outsiders. Good onboarding software makes that journey simple, fast, and enjoyable for everyone.
What can you get done?
A good onboarding platform will help your team through all the tasks that are needed to effectively onboard someone, including:
Completing paperwork: Digitally signing contracts, tax forms, NDAs, or terms of business.
Welcoming people: Giving incoming customers or employees access to welcome videos, PDFs, company handbooks, or booking intro meetings to get them up-to-speed fast.
Setup tasklists: Create setup checklists for different departments. For example, reminding IT to provision a laptop, setting up a customer's product, or tasking facilities to assign a desk.
Training or orientation: Provide links to training modules, compliance videos, and tracking systems to ensure a new hire or new customer completes all the required learning.
Granting access: Many businesses need secure access to third-party systems. Onboarding software helps teams to coordinate and track this.
Compliance: Make sure that new hires/customers comply with regulations, and have all the required documentation. This includes checking a person is who they say they are.
Information gathering: Collect all the assets and info you need to get your work done. For example, collecting photos, asking for info in forms, and more.
How can it improve your onboarding?
Onboarding can be done with a mix of manual processes and other online tools, but quality onboarding is essential to make a good first impression so it's a good idea to invest in onboarding software.
It can save you time, by standardizing repeated processes and putting chase-ups and reminders on autopilot.
You'll reduce errors and stop important steps being forgotten. This is especially important for compliance and legal tasks such as getting signed agreements or checking on eligibility.
Software can help you to get up and running much faster. Through better coordination, resolving queries faster, and having a single place to manage the onboarding process.
Make a great first impression. New customers, new hires, or new business partners will see that you're organized, professional, and easy to work with.
Frequently asked questions
Who can I onboard?
We call anyone outside your team a 'participant'. A participant can be anyone you need to bring into your business or team, i.e. a customer, new employee, partner, or anyone else.
But there's nothing to stop you using Onthen to onboard existing people into new products or processes too. If you already use spreadsheets or forms for this, Onthen will give you better visibility and accountability.
How is this different to project management apps?
There are similarities but it's the small details that make Onthen the perfect fit for onboarding:
- Onthen checklists are structured around two-sided collaboration, between participants on one side and the team on the other.
- Onthen tasks can have embedded actions (upload docs, fill forms, etc) that must be completed to move forward.
- Fully branded (white-labelled) so that participants experience your brand right from the outset.
- We reduce friction so that participants don't need to download, learn, or use another app.
Can it handle our onboarding process?
Onthen looks simple (it is), but we also have advanced features that can help you run even the most complex onboarding scenarios.
- Tight integration with HubSpot.
- Advanced due date calculations and control over the order that your checklists are completed.
- A fully customizable dashboard including saved views.
- Many other great features.
One link. One page. Every onboarding task.
Onboard anyone with a unique link to a branded task page. They complete their tasks, you get everything you need. No passwords, no friction, just results.
Loved by 4,500+ happy users