How to reduce onboarding time from 2 weeks to 3 days

The typical scenario

In most companies, onboarding a new employee involves: sending an email with a document checklist, receiving documents via email or WhatsApp, forwarding to HR for review, requesting approvals, creating access, ordering equipment, scheduling training. All manual. All fragmented.

The onboarding template

With CaseFy, you create an onboarding template with clear stages:

1. 1Documentation — External form for the new employee to submit documents
2. 2HR Review — Document verification checklist
3. 3Manager Approval — Formal decision with justification
4. 4IT Setup — Tasks for access creation and equipment
5. 5Training — Scheduling and confirmation
6. 6Completed — Case closed with complete timeline

Automations that make the difference

• When the case enters the "Documentation" stage, an automatic email is sent to the new employee with a link to the form
• When all documents are submitted, the case automatically advances to "HR Review"
• 48h SLA per stage with automatic delay notification

Result

Companies that implemented this template reduced onboarding from 2 weeks to 3 business days. Zero lost documents. Full visibility for managers and HR.