WORKFLOWS ยท 12 ACTIVE TEMPLATES
Workflow engine
Django Signals + a declarative state machine โ every new hire inherits a templated journey.
Pipeline visualization
Engineering ยท Senior IC ยท 14 active instances
Stage 1
Pre-boarding
EM
EM
EM
EM
โ
Stage 2
Day 1
EM
EM
EM
โ
Stage 3
Week 1
EM
EM
EM
EM
โ
Stage 4
30-day
EM
EM
โ
Stage 5
90-day
EM
Templates
Engineering
Engineering ยท Senior IC
Full-stack onboarding with code review setup, prod access, and on-call shadowing.
Pre-boarding Day 1 Week 1 30-day 90-day
27 tasks ยท 30 days SLA Edit โ
Engineering
Engineering ยท Intern
Mentorship pairing, learning track, weekly retro and capstone demo.
Pre-boarding Day 1 Week 1 End of program
14 tasks ยท 90 days SLA Edit โ
Sales
Sales ยท AE
CRM, product cert, call shadow, ride-along and first deal milestone.
Pre-boarding Day 1 Week 1 30-day 90-day Certification
31 tasks ยท 120 days SLA Edit โ
Product
Product ยท Manager
Roadmap intro, stakeholder intros, OKR training, first quarterly retro.
Pre-boarding Day 1 Week 1 30-day Quarter review
22 tasks ยท 45 days SLA Edit โ
Design
Design ยท IC
Figma library access, brand immersion, first critique session, design review.
Pre-boarding Day 1 Week 1 30-day
18 tasks ยท 30 days SLA Edit โ
Customer Success
Customer Success
Product deep dive, account shadow, CSAT training, first live call.
Pre-boarding Day 1 Week 1 30-day Certification
24 tasks ยท 60 days SLA Edit โ
Automation signals
Django Signalspost_save(User)
Employee created
โ Generate onboarding instance from template
post_save(Task.status='done')
Task completed
โ Update progress %, check stage completion, notify manager
post_save(Document.status='approved')
Document approved
โ Unlock dependent tasks, trigger next stage
Celery beat ยท daily
Overdue check
โ Send reminder, escalate to HR if 3+ days overdue
m2m_changed(Workflow.assignees)
Manager assigned
โ Email welcome + checklist to manager
post_save(Onboarding.completed)
90-day milestone
โ Send pulse survey, mark retention eligible, archive
Task state machine
Declared in tasks/state.py ยท enforced by tasks/transitions.py
draft
โ
pending
โ
in_progress
โ
review
โ
done
pre_save
Validates transition is legal ยท raises
InvalidTransition if notpost_save
Fires downstream effects ยท notifications, dep resolution, audit log
Celery task
Async fan-out to email / push / webhook listeners