Skip to content
CHOOSE A WORKFLOW TO EXPLOREDifferent requests. The same thoughtful follow-through.
FOR HR & PEOPLE TEAMS

Make the first week feel organised before it begins.

Collect the practical details for a warm welcome. Give your people team a clear view of induction availability, equipment preferences and anything still needed.

An HR coordinator and new colleague planning a first week together at a welcoming office desk
THE EXAMPLEGetting ready for a new starter
01 / START WITH A CLEAR REQUEST

Here’s the job
you need done.

Keep the welcome personal and the preparation visible.

Give a new colleague a short, practical request instead of a chain of reminders. Track each detail separately so your team can see what has arrived and prepare the remaining arrangements.

“Ask Casey for their induction availability and equipment preferences next Tuesday. Follow up after two working days.”
Illustrative example · Synthetic contact · No email is sent
THE PROPOSED PLAN Needs approval

Getting ready for a new starter

C
CaseyYour new colleague
SUBJECTA few details for your first week

Hi Casey, we’re looking forward to welcoming you. Could you share your availability for induction and your preferred laptop setup from the options we discussed? We’ll review both to help plan your first week.

First request: Tuesday · 09:00
Follow up after 2 working days
REQUIRED TO COMPLETEInduction availabilityEquipment preferences
Recipients, wording and schedule are reviewed first.
Approved request Reply & review Recorded completion
02 / KEEP PARTIAL PROGRESS VISIBLE

One item arrives.
The other stays on the list.

Record the reply manually to stop pending sends. Review what arrived, save the evidence, then decide the next step.

CASEY REPLIES
“I’m available for induction on Monday morning. I’ll confirm my laptop preference tomorrow.”
Recorded by your team · Future sends stopped
Induction availabilityReceivedEquipment preferencesStill needed
A FOCUSED FOLLOW-UP

Thanks for confirming your induction availability, Casey. Could you send your laptop preference when you’ve chosen? That is the last detail we need for this request.

Back to approval.Changed follow-ups need a fresh human decision.
03 / CLOSE THE LOOP WITH EVIDENCE

Now you can call it done.

Your people team has reviewed the availability and equipment preferences and recorded supporting notes.

Both required items recorded
Induction availabilityReviewed · Evidence note saved
Equipment preferencesReviewed · Evidence note saved
WHY THIS WORKFLOW HELPS

Finish the admin request with a human review.

The checklist covers these two practical details. Completion does not confirm equipment delivery, employment eligibility or wider HR compliance; those checks and decisions stay with your people team.

Follow the complete visual journey
SAME SYSTEM. A DIFFERENT REQUEST.

Explore another example.

MAKE ROOM FOR THE WORK THAT MATTERS.

Less “just following up”.
More moving forward.

Open your workspace

Sandbox by default · Email verification for new workspaces