Delivery Hub for HR & Onboarding
Built for HR teams, People Ops, and IT provisioning. Every new hire needs paperwork, IT provisioning, equipment, training, and a manager sign-off — all of which currently lives in five different tools. This puts it in one workflow.
The problem
Day one of a new hire is supposed to feel welcoming. In practice it usually feels like a scavenger hunt. Their laptop is at the front desk. The badge isn't printed. IT didn't know they were starting today. Their manager is in a meeting. Their training isn't scheduled until next week.
The reason is structural. HR has the offer letter in BambooHR. IT has the provisioning ticket in Jira. Facilities has the equipment request in a spreadsheet. Training is in a third LMS. Manager sign-off is in a Slack DM. None of these systems know about each other and nobody owns the end-to-end journey.
Onboarding is a multi-stakeholder workflow with approval gates and a hold/resume requirement. It's exactly what Delivery Hub is shaped for.
7 Stages from Initiated to Active
The Onboarding Checklist workflow type ships as Custom Metadata. Customize stages, add approval gates, define hold/resume rules, all without writing Apex.
Initiated
HR Admin
Documentation Pending
New Hire
IT Provisioning
IT Admin
Equipment & Access
IT + Facilities
Training Scheduled
Manager
Manager Sign-off
Manager → HR Admin
Active
HR Admin
3 Persona Views
Same onboarding data, three different boards. HR sees the portfolio. Managers see their hires. New hires see only their own checklist.
HR Admin
Onboarding owner
- All in-flight onboardings by stage
- Documents outstanding per new hire
- Manager sign-offs pending
- Days-since-start metric per onboarding
- Audit trail for compliance reviews
Manager
Hiring manager
- New hires assigned to them
- Training they need to schedule
- Sign-off requests waiting
- Equipment + access status
- First-week checklist
New Hire
Person being onboarded
- Personalized welcome page
- Documents they need to submit
- Training calendar
- Equipment delivery status
- Who to contact for questions (no Salesforce login required)
What you get when you install
Onboarding Checklist workflow
7-stage onboarding pipeline as Custom Metadata. Add stages, customize for your specific role types, define approval gates.
3 persona views
HR Admin, Manager, New Hire. Each sees exactly what they need to act on.
Hold/Resume capability
Onboardings can be paused (offer accepted but start date in the future) and resumed without losing state. Critical for delayed starts and contractor-to-FTE transitions.
Document collection
I-9, W-4, NDA, equipment policy, etc. all attach to the onboarding record. Full version history.
E-signature on policies
New hires sign the equipment policy, NDA, and code of conduct via the built-in e-signature engine. ESIGN/UETA compliant audit trail.
Approval gates
Stage transitions can require explicit approval. Manager signs off before Active. HR Director signs off for senior hires. Configurable per stage.
New Hire portal
Token-gated portal page for the new hire. They check off their tasks, upload their documents, schedule their training. No Salesforce login required.
Reporting + analytics
Time-to-productivity metrics, bottleneck analysis (which stage do hires get stuck in?), trend reports. Standard Salesforce reports.
What it costs
$0 + your Salesforce
Delivery Hub is free and open source. The Onboarding Checklist workflow is part of the base package. The only thing you pay for is your existing Salesforce edition. No per-hire fee, no per-seat fee, no enterprise tier.
Want us to install + customize for your specific role types? Implementation packages start at $2,500.
Onboard New Hires Without the Scavenger Hunt
Install Delivery Hub. Switch the workflow picker to Onboarding Checklist. Start your next hire on day one with a complete checklist instead of a confused scramble.