First weeks that used to slip
Laptop, accounts, tax forms, and a first 1:1. If IT misses the badge, the reminder is still on the list — not in Elena’s head.
Onboarding workflows
Task checklists and reminders — not a second project tool.
Hire checklists assign work. Reminders fire when a task is due or late. That is the workflow: a list, an owner, a nudge. Not a full automation suite.
Why it matters
When Jordan starts Monday, IT, the manager, people ops, and Jordan each see their tasks. A reminder hits before the due date — you do not rebuild the wiki from memory.
Peer Roll onboarding workflows are the running of the hire checklist. Tasks have owners by role. Due dates follow the start date. Reminders go to the owner when work is coming due or already late. The remaining-work view is the same list as onboarding and offboarding. The last-day list itself lives on offboarding. This is not a custom automation builder: no branching flows, no integration marketplace, no campaign engine. You get checklists and reminders on the employee file. Packets to sign still live on e-sign.
Onboarding workflows · Example Co.
Onboarding
Example Co.
Offer
Alex Chen · done
Handbook
Jordan Lee · due
I-9 status
On file
On the record
What you get in Peer Roll.
- Task checklists on the hire — same file as onboarding and offboarding.
- Owners by role: manager, IT, people ops, the employee.
- Reminders when a task is due or late — not a hope someone checks email.
- Remaining-work view so open items stay visible.
- Employees see their tasks on Me, next to packets still open.
- Not a full automation suite: no custom triggers, no branching builder, no integration marketplace.
How it runs
A week in this workflow.
01
The start date writes the list
The hire checklist appears with owners already assigned. Due dates move with the start date.
02
Reminders hit the owner
A task coming due — or already late — nudges the person who owns it. Nothing depends on a hallway reminder.
03
Close the work
Open items stay visible until they are done. The file keeps the history. The list closes because the work closed.
Who uses it
Built for the jobs you already have.
People ops covering the desk alone
One operator, three starts this month. The remaining-work view is how they see what is still open without a side spreadsheet.
Related
These workflows share the same record.
Onboarding and offboarding
Checklists that close because the work closed.
Day-one access, equipment, tax forms, and a first-week plan should not depend on whoever remembered the wiki. Offboarding is the same problem in reverse.
Offboarding checklists
A last-day list with owners — not an IT offboarding suite.
Last day writes a checklist. Collect the badge, cut the accounts, keep the file. Owners by role. Remaining work stays visible. This is a task list on exit — not a full IT offboarding product.
E-sign packets
A packet you send. A signature in the app. Status on the file.
People ops builds an onboarding packet from templates — offer letter, handbook, I-9 acknowledgement. The employee signs in Peer Roll. The file shows sent, signed, or still open.
Document library
Folders and uploads on the e-file — not a second drive.
The employee e-file is folders on the person: hire packet, I-9, policies, later uploads. Signed packets land there. That is the library. Not a company-wide document management suite.
Want this workflow on your roster?
30-day free trial, no credit card needed. Then $4 per active person per month. The time clock is included.