A better start for every teammate.

Onboarding & readiness

All features

Make readiness part of the welcome.

Build onboarding flows, assign them to the right people, and track the steps that need completion or review. Give your team a clear path from joining to getting ready for work.

TeamcrestOnboarding setup with reusable flows and readiness steps.

Repeat the right process

Build reusable onboarding flows instead of explaining the same steps to every new person.

Make expectations visible

Assign tasks so members can see what they need to complete.

Keep review organized

Bring submissions and readiness requirements into a manager review workflow.

A shared path from setup to readiness.

Inside Teamcrest

Put expectations in a flow people can follow, and keep managers close to the steps that need review.

Give each role a clear starting point.

Set up the flow

Create an onboarding program, define its steps, and choose who it applies to. Add the training and readiness requirements your organization needs to track.

  • Create reusable onboarding flows
  • Target the relevant team members
  • Define steps and readiness requirements
TeamcrestAn expanded onboarding flow with its assigned steps.

Keep the handoff visible.

Follow the progress

Members work through their assigned onboarding tasks in the workspace. Managers can review submissions and track readiness so follow-up has a clear place to happen.

  • Give members an assigned task list
  • Review submissions where required
  • Track readiness in one workspace
TeamcrestThe onboarding workspace with task progress.

A few things to know

Onboarding & readiness

Is onboarding available now?

The app includes onboarding setup, assigned member tasks, and manager review workflows. Access depends on your plan, enabled features, and permissions.

Does this provide certifications or external checks?

The workflow records and reviews your organization’s requirements and evidence. It does not perform external checks or issue third-party certifications.

Can requirements affect volunteer assignments?

When configured, volunteer readiness requirements can block assignments until the required steps and approvals are complete.

A clearer way to run your team.

Choose the tools your team needs and get everyone working from the same place.

Feature availability depends on your plan, workspace settings, and permissions.