Role, start date, manager and department on every card
Use cases · HR and people operations
A handbook people actually open.
Bring your policies in from Word, publish them as a navigable site, and give new joiners a checklist they can tick off. Keep 1:1 notes private and collect feedback with simple forms.
14 days free · no card needed
- Board HR onboarding
- Form Time-off request
- Pages Job description
- Agent Ask in any page
Boards · Team plan and above
Onboarding that nobody forgets a step of.
A new joiner is a card that moves from Offer accepted to Onboarded, through paperwork, equipment and access, and the first week. The card's page holds their checklist, and the manager is on the card.
Offer acceptedPaperworkEquipment and accessFirst weekOnboarded
Use the same board design for hiring, with the HR hiring template
Archive a card once the person is settled; restore it any time
Each card shows role, start date, manager, department. Start from the HR onboarding board template and change anything.
How teams like yours set it up
Import the policies
Import your Word files. Headings, lists and tables come across and each file becomes a page.
Publish the handbook
Start from the Handbook home and Company policy templates, put the pages in a collection and publish it. Readers get a navigation tree and search, and need no account.
Add checklists and forms
Use the Job description, Interview scorecard, Onboarding checklist and 1:1 notes templates, and the Suggestion box or Time-off request form templates for the rest.
Agents and pages
Update once, everyone sees it.
Edit a policy and the published page changes. Page history shows who changed what and when, and a restore brings an older version back.
Find every page that mentions the old notice period and list them with links
- Private by default: share a page with one person, a team or the whole workspace
- Comments on a clause, with @mentions, so questions stay beside the text
- Export a page to PDF when a printed copy is needed
Start from a template
Pick one when you create a page or a form, or ask an assistant to start from it. Change anything afterwards.
Page template
Job description
The role, what the person will do, what you need and what you offer.
Sections
- About the role
- What you will do
- What we are looking for
- What we offer
- How to apply
- How we hire
Page template
Interview scorecard
Rate every candidate on the same criteria and write down the evidence.
Sections
- Strengths
- Concerns
- Recommendation
- Questions still open
Form template
Time-off request
Dates, type of leave and a note. The answers come to you, nothing is approved automatically.
Questions
- Your name
- Your email
- Type of leave
- First day
- Last day
- Anything your team should know?
More page templates
- Handbook home
- Company policy
- Onboarding checklist
- 1:1 notes
- Feedback collection
More form templates
- Suggestion box
- Contact us
Why teams like yours switch
Policies are Word files on a shared drive
Nobody is sure which version is current, and few staff ever open them.
Onboarding lives in someone's head
Each new joiner gets a slightly different welcome.
Staff are on their phones
A document that needs a laptop is a document nobody reads.
Try it with your own material
Start a 14-day trial with no card, import a few files and see if it fits.