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Onboardly
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
Stage 2
Day 1
EM
EM
EM
Stage 3
Week 1
EM
EM
EM
EM
Stage 4
30-day
EM
EM
Stage 5
90-day
EM

Templates

Engineering

Engineering ยท Senior IC

14 active

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

8 active

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

6 active

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

3 active

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

4 active

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

5 active

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 Signals
post_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
Signals are running

2,184 events fired in the last 24h ยท 0 failures

View architecture โ†’

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 not
post_save
Fires downstream effects ยท notifications, dep resolution, audit log
Celery task
Async fan-out to email / push / webhook listeners