Blog

How to Streamline the New Employee Onboarding Process

Blog

How to Streamline the New Employee Onboarding Process

Blog

How to Streamline the New Employee Onboarding Process

Blog

How to Streamline the New Employee Onboarding Process

Blog

How to Streamline the New Employee Onboarding Process

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Blog

How to Streamline the New Employee Onboarding Process

Lacey Jackson
/
November 20, 2019
Blog

How to Streamline the New Employee Onboarding Process

MIN
/
November 20, 2019
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How many new employees is your company bringing on each month? If it’s just a handful, you might think, “Sure, I’ve got this.” But what happens when you become consumed with other HR programs, training, and recruiting? What happens when business starts booming (especially if you’re at a start-up) and every department begins adding new team members like wildfire across the enterprise?

Chances are, you don’t have time to explain and process documents like W-4 forms every time an employee is added.

Streamlining your company’s new hire onboarding process is not only helpful and convenient for your new co-workers. It also gives you a strategy for simplifying time-consuming tasks so you have more time for relationship building and collaborating with stakeholders across the business.

Any seasoned HR professional will tell you that onboarding involves a lot of documentation for both legal and organizational purposes, which has traditionally been done with (you guessed it) paper. But paper is not only wasteful; it’s cumbersome and indicative of manual data entry and outdated processes. Automating new employee onboarding isn’t just about making your documents electronic. It’s about streamlining the entire workflow with easier ways to:

  1. Digitize forms. Perhaps you already digitized the employee application process. Now that they’ve been hired, keep the trend going with electronic employee contracts, W-4s (or W-9s for contractors), noncompetes, and more.
  2. Send agreements for signature. The first few weeks are busy times for new employees. Make agreement signing convenient, secure, and easy to manage by sending the documents for eSignature.
  3. Store and organize docs. With every new employee comes the conundrum of storing and easily accessing the documents and information that comes with them. (PS - The 1980s called. They want their filing cabinets back.) If you’ve digitized your onboarding forms, safely and securely storing them for future follow-up is a piece of cake, especially if your document and storage system are integrated.


Human resources is a prime spot for streamlining process management with document automation software and workflow templates. If your company has growth on the brain, consider the value of the time you’ll get back by automating the mandatory parts of onboarding and being present for the people-centric moments instead.

Formstack Documents is the HR professional’s preferred solution for workflow automation. With hundreds of free,
premade templates for onboarding new employees, acting on the information you gather is simpler than ever. Do you want to know the best part? You can start generating documents for free! Never manually draft paperwork again.

Blog

How to Streamline the New Employee Onboarding Process

Blog

How to Streamline the New Employee Onboarding Process

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How many new employees is your company bringing on each month? If it’s just a handful, you might think, “Sure, I’ve got this.” But what happens when you become consumed with other HR programs, training, and recruiting? What happens when business starts booming (especially if you’re at a start-up) and every department begins adding new team members like wildfire across the enterprise?

Chances are, you don’t have time to explain and process documents like W-4 forms every time an employee is added.

Streamlining your company’s new hire onboarding process is not only helpful and convenient for your new co-workers. It also gives you a strategy for simplifying time-consuming tasks so you have more time for relationship building and collaborating with stakeholders across the business.

Any seasoned HR professional will tell you that onboarding involves a lot of documentation for both legal and organizational purposes, which has traditionally been done with (you guessed it) paper. But paper is not only wasteful; it’s cumbersome and indicative of manual data entry and outdated processes. Automating new employee onboarding isn’t just about making your documents electronic. It’s about streamlining the entire workflow with easier ways to:

  1. Digitize forms. Perhaps you already digitized the employee application process. Now that they’ve been hired, keep the trend going with electronic employee contracts, W-4s (or W-9s for contractors), noncompetes, and more.
  2. Send agreements for signature. The first few weeks are busy times for new employees. Make agreement signing convenient, secure, and easy to manage by sending the documents for eSignature.
  3. Store and organize docs. With every new employee comes the conundrum of storing and easily accessing the documents and information that comes with them. (PS - The 1980s called. They want their filing cabinets back.) If you’ve digitized your onboarding forms, safely and securely storing them for future follow-up is a piece of cake, especially if your document and storage system are integrated.


Human resources is a prime spot for streamlining process management with document automation software and workflow templates. If your company has growth on the brain, consider the value of the time you’ll get back by automating the mandatory parts of onboarding and being present for the people-centric moments instead.

Formstack Documents is the HR professional’s preferred solution for workflow automation. With hundreds of free,
premade templates for onboarding new employees, acting on the information you gather is simpler than ever. Do you want to know the best part? You can start generating documents for free! Never manually draft paperwork again.

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How to Streamline the New Employee Onboarding Process

Follow these steps to start streamlining your new employee onboarding process.
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How many new employees is your company bringing on each month? If it’s just a handful, you might think, “Sure, I’ve got this.” But what happens when you become consumed with other HR programs, training, and recruiting? What happens when business starts booming (especially if you’re at a start-up) and every department begins adding new team members like wildfire across the enterprise?

Chances are, you don’t have time to explain and process documents like W-4 forms every time an employee is added.

Streamlining your company’s new hire onboarding process is not only helpful and convenient for your new co-workers. It also gives you a strategy for simplifying time-consuming tasks so you have more time for relationship building and collaborating with stakeholders across the business.

Any seasoned HR professional will tell you that onboarding involves a lot of documentation for both legal and organizational purposes, which has traditionally been done with (you guessed it) paper. But paper is not only wasteful; it’s cumbersome and indicative of manual data entry and outdated processes. Automating new employee onboarding isn’t just about making your documents electronic. It’s about streamlining the entire workflow with easier ways to:

  1. Digitize forms. Perhaps you already digitized the employee application process. Now that they’ve been hired, keep the trend going with electronic employee contracts, W-4s (or W-9s for contractors), noncompetes, and more.
  2. Send agreements for signature. The first few weeks are busy times for new employees. Make agreement signing convenient, secure, and easy to manage by sending the documents for eSignature.
  3. Store and organize docs. With every new employee comes the conundrum of storing and easily accessing the documents and information that comes with them. (PS - The 1980s called. They want their filing cabinets back.) If you’ve digitized your onboarding forms, safely and securely storing them for future follow-up is a piece of cake, especially if your document and storage system are integrated.


Human resources is a prime spot for streamlining process management with document automation software and workflow templates. If your company has growth on the brain, consider the value of the time you’ll get back by automating the mandatory parts of onboarding and being present for the people-centric moments instead.

Formstack Documents is the HR professional’s preferred solution for workflow automation. With hundreds of free,
premade templates for onboarding new employees, acting on the information you gather is simpler than ever. Do you want to know the best part? You can start generating documents for free! Never manually draft paperwork again.

How many new employees is your company bringing on each month? If it’s just a handful, you might think, “Sure, I’ve got this.” But what happens when you become consumed with other HR programs, training, and recruiting? What happens when business starts booming (especially if you’re at a start-up) and every department begins adding new team members like wildfire across the enterprise?

Chances are, you don’t have time to explain and process documents like W-4 forms every time an employee is added.

Streamlining your company’s new hire onboarding process is not only helpful and convenient for your new co-workers. It also gives you a strategy for simplifying time-consuming tasks so you have more time for relationship building and collaborating with stakeholders across the business.

Any seasoned HR professional will tell you that onboarding involves a lot of documentation for both legal and organizational purposes, which has traditionally been done with (you guessed it) paper. But paper is not only wasteful; it’s cumbersome and indicative of manual data entry and outdated processes. Automating new employee onboarding isn’t just about making your documents electronic. It’s about streamlining the entire workflow with easier ways to:

  1. Digitize forms. Perhaps you already digitized the employee application process. Now that they’ve been hired, keep the trend going with electronic employee contracts, W-4s (or W-9s for contractors), noncompetes, and more.
  2. Send agreements for signature. The first few weeks are busy times for new employees. Make agreement signing convenient, secure, and easy to manage by sending the documents for eSignature.
  3. Store and organize docs. With every new employee comes the conundrum of storing and easily accessing the documents and information that comes with them. (PS - The 1980s called. They want their filing cabinets back.) If you’ve digitized your onboarding forms, safely and securely storing them for future follow-up is a piece of cake, especially if your document and storage system are integrated.


Human resources is a prime spot for streamlining process management with document automation software and workflow templates. If your company has growth on the brain, consider the value of the time you’ll get back by automating the mandatory parts of onboarding and being present for the people-centric moments instead.

Formstack Documents is the HR professional’s preferred solution for workflow automation. With hundreds of free,
premade templates for onboarding new employees, acting on the information you gather is simpler than ever. Do you want to know the best part? You can start generating documents for free! Never manually draft paperwork again.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

How many new employees is your company bringing on each month? If it’s just a handful, you might think, “Sure, I’ve got this.” But what happens when you become consumed with other HR programs, training, and recruiting? What happens when business starts booming (especially if you’re at a start-up) and every department begins adding new team members like wildfire across the enterprise?

Chances are, you don’t have time to explain and process documents like W-4 forms every time an employee is added.

Streamlining your company’s new hire onboarding process is not only helpful and convenient for your new co-workers. It also gives you a strategy for simplifying time-consuming tasks so you have more time for relationship building and collaborating with stakeholders across the business.

Any seasoned HR professional will tell you that onboarding involves a lot of documentation for both legal and organizational purposes, which has traditionally been done with (you guessed it) paper. But paper is not only wasteful; it’s cumbersome and indicative of manual data entry and outdated processes. Automating new employee onboarding isn’t just about making your documents electronic. It’s about streamlining the entire workflow with easier ways to:

  1. Digitize forms. Perhaps you already digitized the employee application process. Now that they’ve been hired, keep the trend going with electronic employee contracts, W-4s (or W-9s for contractors), noncompetes, and more.
  2. Send agreements for signature. The first few weeks are busy times for new employees. Make agreement signing convenient, secure, and easy to manage by sending the documents for eSignature.
  3. Store and organize docs. With every new employee comes the conundrum of storing and easily accessing the documents and information that comes with them. (PS - The 1980s called. They want their filing cabinets back.) If you’ve digitized your onboarding forms, safely and securely storing them for future follow-up is a piece of cake, especially if your document and storage system are integrated.


Human resources is a prime spot for streamlining process management with document automation software and workflow templates. If your company has growth on the brain, consider the value of the time you’ll get back by automating the mandatory parts of onboarding and being present for the people-centric moments instead.

Formstack Documents is the HR professional’s preferred solution for workflow automation. With hundreds of free,
premade templates for onboarding new employees, acting on the information you gather is simpler than ever. Do you want to know the best part? You can start generating documents for free! Never manually draft paperwork again.

How many new employees is your company bringing on each month? If it’s just a handful, you might think, “Sure, I’ve got this.” But what happens when you become consumed with other HR programs, training, and recruiting? What happens when business starts booming (especially if you’re at a start-up) and every department begins adding new team members like wildfire across the enterprise?

Chances are, you don’t have time to explain and process documents like W-4 forms every time an employee is added.

Streamlining your company’s new hire onboarding process is not only helpful and convenient for your new co-workers. It also gives you a strategy for simplifying time-consuming tasks so you have more time for relationship building and collaborating with stakeholders across the business.

Any seasoned HR professional will tell you that onboarding involves a lot of documentation for both legal and organizational purposes, which has traditionally been done with (you guessed it) paper. But paper is not only wasteful; it’s cumbersome and indicative of manual data entry and outdated processes. Automating new employee onboarding isn’t just about making your documents electronic. It’s about streamlining the entire workflow with easier ways to:

  1. Digitize forms. Perhaps you already digitized the employee application process. Now that they’ve been hired, keep the trend going with electronic employee contracts, W-4s (or W-9s for contractors), noncompetes, and more.
  2. Send agreements for signature. The first few weeks are busy times for new employees. Make agreement signing convenient, secure, and easy to manage by sending the documents for eSignature.
  3. Store and organize docs. With every new employee comes the conundrum of storing and easily accessing the documents and information that comes with them. (PS - The 1980s called. They want their filing cabinets back.) If you’ve digitized your onboarding forms, safely and securely storing them for future follow-up is a piece of cake, especially if your document and storage system are integrated.


Human resources is a prime spot for streamlining process management with document automation software and workflow templates. If your company has growth on the brain, consider the value of the time you’ll get back by automating the mandatory parts of onboarding and being present for the people-centric moments instead.

Formstack Documents is the HR professional’s preferred solution for workflow automation. With hundreds of free,
premade templates for onboarding new employees, acting on the information you gather is simpler than ever. Do you want to know the best part? You can start generating documents for free! Never manually draft paperwork again.

How many new employees is your company bringing on each month? If it’s just a handful, you might think, “Sure, I’ve got this.” But what happens when you become consumed with other HR programs, training, and recruiting? What happens when business starts booming (especially if you’re at a start-up) and every department begins adding new team members like wildfire across the enterprise?

Chances are, you don’t have time to explain and process documents like W-4 forms every time an employee is added.

Streamlining your company’s new hire onboarding process is not only helpful and convenient for your new co-workers. It also gives you a strategy for simplifying time-consuming tasks so you have more time for relationship building and collaborating with stakeholders across the business.

Any seasoned HR professional will tell you that onboarding involves a lot of documentation for both legal and organizational purposes, which has traditionally been done with (you guessed it) paper. But paper is not only wasteful; it’s cumbersome and indicative of manual data entry and outdated processes. Automating new employee onboarding isn’t just about making your documents electronic. It’s about streamlining the entire workflow with easier ways to:

  1. Digitize forms. Perhaps you already digitized the employee application process. Now that they’ve been hired, keep the trend going with electronic employee contracts, W-4s (or W-9s for contractors), noncompetes, and more.
  2. Send agreements for signature. The first few weeks are busy times for new employees. Make agreement signing convenient, secure, and easy to manage by sending the documents for eSignature.
  3. Store and organize docs. With every new employee comes the conundrum of storing and easily accessing the documents and information that comes with them. (PS - The 1980s called. They want their filing cabinets back.) If you’ve digitized your onboarding forms, safely and securely storing them for future follow-up is a piece of cake, especially if your document and storage system are integrated.


Human resources is a prime spot for streamlining process management with document automation software and workflow templates. If your company has growth on the brain, consider the value of the time you’ll get back by automating the mandatory parts of onboarding and being present for the people-centric moments instead.

Formstack Documents is the HR professional’s preferred solution for workflow automation. With hundreds of free,
premade templates for onboarding new employees, acting on the information you gather is simpler than ever. Do you want to know the best part? You can start generating documents for free! Never manually draft paperwork again.

How many new employees is your company bringing on each month? If it’s just a handful, you might think, “Sure, I’ve got this.” But what happens when you become consumed with other HR programs, training, and recruiting? What happens when business starts booming (especially if you’re at a start-up) and every department begins adding new team members like wildfire across the enterprise?

Chances are, you don’t have time to explain and process documents like W-4 forms every time an employee is added.

Streamlining your company’s new hire onboarding process is not only helpful and convenient for your new co-workers. It also gives you a strategy for simplifying time-consuming tasks so you have more time for relationship building and collaborating with stakeholders across the business.

Any seasoned HR professional will tell you that onboarding involves a lot of documentation for both legal and organizational purposes, which has traditionally been done with (you guessed it) paper. But paper is not only wasteful; it’s cumbersome and indicative of manual data entry and outdated processes. Automating new employee onboarding isn’t just about making your documents electronic. It’s about streamlining the entire workflow with easier ways to:

  1. Digitize forms. Perhaps you already digitized the employee application process. Now that they’ve been hired, keep the trend going with electronic employee contracts, W-4s (or W-9s for contractors), noncompetes, and more.
  2. Send agreements for signature. The first few weeks are busy times for new employees. Make agreement signing convenient, secure, and easy to manage by sending the documents for eSignature.
  3. Store and organize docs. With every new employee comes the conundrum of storing and easily accessing the documents and information that comes with them. (PS - The 1980s called. They want their filing cabinets back.) If you’ve digitized your onboarding forms, safely and securely storing them for future follow-up is a piece of cake, especially if your document and storage system are integrated.


Human resources is a prime spot for streamlining process management with document automation software and workflow templates. If your company has growth on the brain, consider the value of the time you’ll get back by automating the mandatory parts of onboarding and being present for the people-centric moments instead.

Formstack Documents is the HR professional’s preferred solution for workflow automation. With hundreds of free,
premade templates for onboarding new employees, acting on the information you gather is simpler than ever. Do you want to know the best part? You can start generating documents for free! Never manually draft paperwork again.

How many new employees is your company bringing on each month? If it’s just a handful, you might think, “Sure, I’ve got this.” But what happens when you become consumed with other HR programs, training, and recruiting? What happens when business starts booming (especially if you’re at a start-up) and every department begins adding new team members like wildfire across the enterprise?

Chances are, you don’t have time to explain and process documents like W-4 forms every time an employee is added.

Streamlining your company’s new hire onboarding process is not only helpful and convenient for your new co-workers. It also gives you a strategy for simplifying time-consuming tasks so you have more time for relationship building and collaborating with stakeholders across the business.

Any seasoned HR professional will tell you that onboarding involves a lot of documentation for both legal and organizational purposes, which has traditionally been done with (you guessed it) paper. But paper is not only wasteful; it’s cumbersome and indicative of manual data entry and outdated processes. Automating new employee onboarding isn’t just about making your documents electronic. It’s about streamlining the entire workflow with easier ways to:

  1. Digitize forms. Perhaps you already digitized the employee application process. Now that they’ve been hired, keep the trend going with electronic employee contracts, W-4s (or W-9s for contractors), noncompetes, and more.
  2. Send agreements for signature. The first few weeks are busy times for new employees. Make agreement signing convenient, secure, and easy to manage by sending the documents for eSignature.
  3. Store and organize docs. With every new employee comes the conundrum of storing and easily accessing the documents and information that comes with them. (PS - The 1980s called. They want their filing cabinets back.) If you’ve digitized your onboarding forms, safely and securely storing them for future follow-up is a piece of cake, especially if your document and storage system are integrated.


Human resources is a prime spot for streamlining process management with document automation software and workflow templates. If your company has growth on the brain, consider the value of the time you’ll get back by automating the mandatory parts of onboarding and being present for the people-centric moments instead.

Formstack Documents is the HR professional’s preferred solution for workflow automation. With hundreds of free,
premade templates for onboarding new employees, acting on the information you gather is simpler than ever. Do you want to know the best part? You can start generating documents for free! Never manually draft paperwork again.

Lacey Jackson
As a Product Marketing Manager at Formstack, Lacey is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.