Open Onboarding
Open Onboarding helps teams build employee onboarding checklists they can reuse for future hires.
What Open Onboarding is
Open Onboarding helps teams build employee onboarding checklists they can reuse for future hires. Create a checklist from scratch or use AI assistance, then add dates, checkboxes and task assignees. When onboarding begins, task owners receive emails about incomplete work due that day or earlier, with further messages as later tasks come due. Sample checklists cover Software Engineer, Sales Representative and Office Manager roles; an engineering example links task actions to GitHub login and Slack Admin. Teams can save a process as a template. The maker’s template library includes formats for Word, Google Docs, Excel, Sheets, Notion and Trello. Open Onboarding runs on the web and includes workflow automation and progress reporting. The Free plan is free and includes the first five completions, one reusable template, one active onboarding and AI-assisted checklists. Starter is $19 a month, Team is $49 a month, and Business is $99 a month. Business includes unlimited reusable templates and 100 active onboardings.
Good
- Create checklists from scratch or with AI assistance.
- Task owners receive emails about incomplete and upcoming work.
- Save onboarding processes as reusable templates.
- Includes workflow automation and progress reporting.
Watch out
- Free plan covers only five completions.
- Free plan allows one reusable template and one active onboarding.
- Paid plans begin at $19 a month.
Who it suits
It suits small or growing teams looking to establish repeatable onboarding checklists, as well as established teams managing multiple processes. The Free plan is positioned for a first repeatable onboarding process.
Verdict
Open Onboarding combines checklist creation, reminders and reusable templates in a web-based tool. Its Free plan has limited completion and onboarding allowances; paid plans increase those limits.
Plans and prices
From Open Onboarding's own pricing page, checked 11 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | First 5 completions free · 1 reusable template · 1 active onboarding · AI-assisted checklists |
| Starter | $19 a month | 5 reusable templates · 5 active onboardings · AI-assisted checklists · $19 USD / month |
| Team | $49 a month | 25 reusable templates · 25 active onboardings · AI-assisted checklists · $49 USD / month |
| Business | $99 a month | Unlimited reusable templates · 100 active onboardings · AI-assisted checklists · $99 USD / month |
The facts
Each one read from Open Onboarding's own pages, with the date it was checked.
What it does
- Audience
- The plans are described for small teams, growing teams and established teams, with the free plan positioned for a first repeatable onboarding process.checked 11 Oct 2001
- Checklist creation
- Users can generate a checklist with AI assistance or start from scratch.checked 11 Oct 2001
- Integrations
- A sample engineering checklist links to GitHub login and Slack Admin as task actions.checked 11 Oct 2001
- Product
- Open Onboarding helps teams create reusable employee onboarding checklists with dates, checkboxes and assignees.checked 11 Oct 2001
- Reminders
- When onboarding starts, task owners receive focused emails about incomplete tasks due today or earlier, followed by emails as new tasks come due.checked 11 Oct 2001
- Reusable templates
- The product lets teams turn an onboarding process into a reusable template for future hires.checked 11 Oct 2001
- Role examples
- The site shows sample onboarding checklists for Software Engineer, Sales Representative and Office Manager roles.checked 11 Oct 2001
- Template formats
- The maker says its template library includes formats for Word, Google Docs, Excel, Sheets, Notion and Trello.checked 11 Oct 2001
The company
- Maker background
- The about page says Rich Peterson began by creating financial planning templates for financial advisers before expanding into onboarding systems, processes and templates.checked 11 Oct 2001
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