monday.com for HR: Employee onboarding and people operations
We're a 120-person company hiring 3-4 people per month. Our onboarding is a mess — PDFs, email chains, and dropped tasks. I want to build in monday.com: • New hire checklist (IT setup, benefits enrollment, training schedule) • 30/60/90 day milestone tracking • Equipment request workflow • Training completion tracking • Manager check-in reminders • Employee directory with key info Anyone built a comprehensive HR/onboarding system in monday.com? What worked and what didn't? Should I use their HR template or build from scratch?
2 Answers
Built and refined our onboarding system over 18 months. Here's what works:
The magic automation: When a new hire is added to the 'New Employees' board, automatically: 1. Create 25+ checklist items across 3 boards (IT, HR, Manager) 2. Set due dates relative to start date 3. Assign tasks to relevant people (IT director, hiring manager, HR) 4. Send welcome email to new hire 5. Create Slack notification in #new-hires
All of this happens with ONE action: adding the new hire.
Board structure: • Board 1: New Hire Tracker (master view - one item per hire) • Board 2: IT Setup Tasks (equipment, accounts, access) • Board 3: HR Tasks (paperwork, benefits, compliance) • Board 4: Manager Tasks (training plan, introductions, check-ins)
30/60/90 tracking: Subitems on the New Hire Tracker: • 30 days: Complete training modules, meet all team members, first project assigned • 60 days: Independent work begins, first performance check-in • 90 days: Full productivity, formal review
Each milestone has automations for manager reminders.
Skip the HR template — build custom. The template is too generic. Every company's onboarding is different.
Result: Onboarding went from 'chaotic' to 'delightful.' New hires consistently say it's the most organized onboarding they've experienced.
IT perspective on onboarding in monday.com:
We automated equipment provisioning entirely: 1. HR adds new hire → automation creates IT setup items 2. Based on role (dropdown), different equipment lists are generated 3. Items have dependencies: Order laptop → Configure → Ship → Confirm receipt 4. Tracking column for asset serial numbers
Before: Average 5 days to fully provision a new hire After: Average 2 days, with zero dropped tasks
The key insight: Connect the IT board to an Asset Inventory board. When equipment is assigned to a new hire, it's automatically marked as 'In Use' in inventory. When they leave, reverse the process.
For the employee directory: monday.com works but consider whether you really need it there. A simple Notion page or Google Sheet might be better for a directory that everyone needs to reference but rarely edit.