1. Screening
  2. Evaluation
  3. Decision
  4. Offer
  5. Assimilation

Assimilation

Prepare every joiner for the role they were hired to do

Connect onboarding to the accepted role, coordinate readiness and support, and keep 30/60/90-day expectations visible.

Illustrative Onboarding Agent workflow showing role readiness, manager and mentor support, joining preparation and milestone expectations.
Automation Impact

Start with the role, not a generic joining checklist

A person needs more than completed paperwork to contribute. The role defines the project context, systems, material and support they need, along with the outcomes their manager will review.

Illustrative onboarding readiness plan showing accepted role, required access, support material, named owners and training handoff.
Onboarding Agent Capabilities

Build readiness around the accepted role

Accepted-role context

Start from the responsibilities and expectations carried forward from hiring.

Access readiness

Coordinate the required systems and access with their responsible owners.

Support material

Bring together relevant playbooks, standards and reference material.

Named support

Identify the manager, mentor and other people responsible for helping the joiner.

Published expectations

Make milestone outcomes and assessment criteria visible before check-ins.

Training handoff

Connect the onboarding plan to project-specific preparation and practical work.

Illustrative onboarding record showing role context, readiness dependencies, milestone expectations and manager-owned support.
Review record

A readiness plan with expectations and owners

Review the accepted role, readiness dependencies, milestone expectations and support responsibilities.

Role context

The responsibilities and outcomes the person is joining to deliver.

Readiness record

Required access and material, with their responsible owners.

Milestone expectations

The criteria for Day 30, Day 60 and Day 90.

Support plan

The named people and next steps for the joiner.

FAQs

Frequently asked questions

Is onboarding part of Candidate Success?

Yes. It begins the assimilation program that connects joining readiness, project preparation and role-fit review.

Who owns the onboarding outcome?

The employer's named manager and supporting teams. The agent coordinates context and progress within that process.

When should review criteria be shared?

Before the check-ins. The joiner should know the expected outcomes, measures of success and named assessor in advance.

How does this relate to Gradientflo?

The Workforce Ops model places post-offer onboarding and role-fit responsibilities in Gradientflo's Rolefit module, connected to Exterview's hiring record.

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