# New Hire Onboarding Checklist Built From the Role Source: https://maito.app/workflows/set-up-a-new-hires-first-week When a hire is confirmed, Maito builds the first-week task list from the role template, assigns owners, sends forms and drafts the welcome. Maito builds the new hire's checklist, sends the forms and tells you what is at risk. [People and HR](https://maito.app/workflows/team/people-and-hr) · [Home services](https://maito.app/workflows/industry/home-services) · When something happens · Updated October 19, 2026 Works with - Slack - Email - [Linear](https://maito.app/workflows/tool/linear) - [Asana](https://maito.app/workflows/tool/asana) - [ClickUp](https://maito.app/workflows/tool/clickup) - [Jira](https://maito.app/workflows/tool/jira) - [Trello](https://maito.app/workflows/tool/trello) - Gmail - Microsoft 365 - Superhuman Mail ## How do you set up a new hire's first week? To set up a new hire's first week, tell Maito when an offer is accepted. It builds the checklist from your role template, creates and assigns the tasks, sends the paperwork forms and drafts the welcome email with day-one logistics. It flags lead-time items that need to start now. ## How it's done today The office manager tracks forms, accounts and equipment through scattered emails. ## What Maito does 1. Build a role-based checklist from the start date 2. Send the standard forms to the new hire 3. Assign equipment and access tasks 4. Check readiness with the manager ## Example Loop run: Hire accepted · Jamal Carter, Apprentice Plumber **Maito** (9:15 AM): Jamal Carter (Apprentice Plumber) starts Mon Nov 2. I created 14 tasks: 9 assigned, 5 waiting on him. **Sent to Jamal:** tax withholding form, work-eligibility form, direct deposit form. **Assigned:** van keys and tool kit to Hector, payroll setup to Rosa, safety orientation to Marta on day one. Catch: your apprentice template includes the state apprentice registration, which takes about 10 business days. Nov 2 is 10 business days away, so it must be filed today or he can't work on a job site. From the HR system and the role template. Rosa still needs to check his identity documents in person. **Rosa** (9:22 AM): Good catch. Draft his welcome email with the day-one schedule. **Maito** (9:24 AM): Drafted: arrive 7:30 AM at the shop, safety orientation 8:00 to 10:00, ride-along with Hector after lunch, and what to bring. It is in your drafts. I'll remind you tomorrow to confirm the registration was filed. ## How to set it up When something happens Set up a new hire's first week Ask your agent “When someone is marked Accepted in the HR system, create their first-week checklist from our role template, send the standard forms and post the plan in #office.” Connect task tracker - Linear - Asana - ClickUp - Jira - Trello Connect email - Gmail - Microsoft 365 - Superhuman Mail Use HR system - BambooHR - Gusto No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault. Use forms - Typeform - Tally No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault. Not connected yet? Your agent sends you a link to sign in. ## What it won't do It follows your role template. If the template is missing a legal or licensing step, Maito won't know to add it. ## Questions ### Where do the tasks go? Into your task tracker, such as Linear, Asana, ClickUp, Jira or Trello, each assigned to an owner. ### Does it check identity documents? No. A person verifies them in person. Maito only flags that the step is outstanding. ### Does the welcome email send automatically? No. It lands in your drafts for review, and you send it. ## More people and hr workflows - [Answer policy questions Employees ask about leave, expenses and benefits and get the answer from your handbook. People and HR · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-policy-questions) - [Run a new hire's first weeks New hires get the right accounts, tasks and introductions on the right day. People and HR · When you ask Works with Linear, Asana, Gmail, Microsoft 365.](https://maito.app/workflows/run-a-new-hires-first-weeks) - [Write a job description Get a clear job post from a few notes and similar past roles. People and HR · When you ask Works with Slack, Email.](https://maito.app/workflows/write-a-job-description) - [Screen applications against the role Get a short summary of each applicant against what the role needs. People and HR · When something happens Works with Slack, Email.](https://maito.app/workflows/screen-applications-against-the-role) - [Prepare interview kits Interviewers get the CV summary, questions and scorecard before the interview. People and HR · When something happens Works with Google Calendar, Microsoft 365.](https://maito.app/workflows/prepare-interview-kits) - [Collect interview feedback Chase interviewers for scorecards and summarize them for the debrief. People and HR · On a schedule Works with Slack, Email.](https://maito.app/workflows/collect-interview-feedback) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fset-up-a-new-hires-first-week)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)