Onboarding
Amara AI sets up a track for each new hire by role and keeps every step, form and check-in in view. You see what is done, what is due, and who owns it.
What it does
Tracks by role
A new hire starts with a track built for the role, not a blank list.
- A setup wizard builds onboarding tracks from templates by role.
- Every item has an owner, a due date and a status, and the track shows percent complete.
- Role pathways propose the SOPs a person should learn for the role, grouped as task training, orientation, awareness only, or local review required.
- A manager reviews the proposed list, removes what does not apply, and assigns it. A pathway is a proposal, never an automatic assignment.
Paperwork by status
Amara AI tracks where each form stands. The form itself stays where you keep it.
- Each piece of paperwork shows its status, who confirmed it, the date, and where it lives.
- The tracker records status only. It does not ask for the values written on a form.
- Documents that need a signature go out through e-signature. The signer types a full name and ticks consent, and the signed copy is frozen.
- For practices that add payroll inside Amara AI, each employee completes the withholding form, tax setup and direct deposit in our payroll partner's hosted screens, from their own login.
30, 60 and 90 day check-ins
The first three months follow a plan, with a check-in at each mark.
- Each role has a 30, 60 and 90 day plan.
- Every check-in carries a status: due, scheduled, or complete.
- Onboarding check-ins appear on the calendar beside reviews, training due and credential expirations.
Work the new hire can see
New team members get one page that lists what is waiting for them.
- Assign a document to read and acknowledge, a document to sign, a form, a training course, a checklist, or an onboarding step, with a due date and an optional note.
- Employees land on My work: onboarding steps, documents to read or sign, training due and checklists for today.
- Onboarding progress updates the moment the employee acts. Completion stores who, when, and the exact document version.
- An in-app reminder goes out the day before and on the due date, and overdue items show to the person who assigned them.
- Email says only that something new is waiting. It never carries document text or the names of other people.
How each score is calculated
Every number shows its weights and its evidence. Scores are advisory. They never move, hide, or reject anyone.
- Track percent complete
- Each onboarding track shows a percent complete, alongside the owner, due date and status of every item.
What waits for you
- Your callAn assignment that Amara AI suggests waits in Approvals. One you assign yourself goes out right away.
- Your callA signature request that Amara AI suggests waits in Approvals.
- Your callAn offer letter waits for approval before it is sent.
- Your callA role pathway is a proposal. A manager reviews it and assigns it.
Who works on it
Amara AI
Your HR director
Onboarding
Offers, paperwork, first 90 days
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