Document Generation
Creates offer letters, NDAs, tax forms, and handbooks — pre-filled and ready to sign.
Capabilities
Task Assignment
Assigns onboarding tasks to IT, facilities, and managers with automatic deadline tracking.
Progress Tracking
Monitors completion of every onboarding step and sends reminders when items are overdue.
Check-in Surveys
Sends automated 30/60/90-day check-in surveys and flags at-risk new hires to HR.
Why It Matters
5 Minute Setup per Hire
Enter name, role, salary, start date, and department. The agent handles everything else — documents, tasks, schedules, and follow-ups. What used to take 4-6 hours of admin work takes 5 minutes.
-- Zero Missed Compliance Deadlines
I-9 verification, E-Verify, state reporting, and benefits enrollment deadlines are tracked automatically. Reminders go out before deadlines, not after violations.
35% Lower 45-Day Turnover
Structured onboarding with check-in surveys catches problems early. Managers intervene at day 7 when a laptop is missing — not at day 90 when the employee is already gone.
-- Auto-Generated Documents
Offer letters, NDAs, tax forms, and handbook acknowledgments are generated pre-filled and ready for signature. No more copy-pasting into templates and hoping you got the salary right.
How It Works
Admin enters new hire details
Name, role, salary, start date, department — takes 5 minutes.
Agent builds the onboarding plan
Generates documents, creates task lists, schedules training, and notifies the team.
Agent guides the new hire
Sends welcome emails, tracks progress, answers questions, and flags issues to HR.
Onboarding Agent — Frequently Asked Questions
How customizable are the onboarding workflows?
Fully customizable. You can create different task templates for each department, role level, and location. A sales hire in New York gets a different onboarding checklist than an engineer in Austin. You define the templates once, and the agent applies the right one based on the new hire's profile.
What documents does the agent generate automatically?
Offer letters, NDAs, confidentiality agreements, W-4 forms, state tax withholding forms, I-9 instructions, direct deposit authorization, emergency contact forms, handbook acknowledgment, and benefits enrollment forms. All pre-filled with the employee's information. Custom document templates can be added during setup.
How do the check-in surveys work?
The agent sends short, targeted surveys at day 7, day 30, and day 90 via email or the Zimyo portal. Each survey takes under 3 minutes to complete. Responses are scored for sentiment and flagged to the manager and HR when scores indicate a problem. Survey questions are customizable.
Can it handle multiple new hires starting on the same day?
Yes. The agent processes each new hire independently. If 10 people start on Monday, all 10 get their own document packages, task lists, and survey schedules. There is no batching delay — each hire's onboarding runs in parallel.
Does it integrate with IT ticketing systems for equipment requests?
Yes. The agent creates IT tickets for laptop provisioning, software access, email setup, and badge creation through integrations with Jira, ServiceNow, Zendesk, and other ticketing systems. The ticket includes the employee's start date, role, and required access levels.
What happens if a new hire does not complete their paperwork on time?
The agent sends escalating reminders: a friendly nudge 3 days before the deadline, a direct reminder on the day, and an escalation to the manager and HR if the deadline passes. For compliance-critical items like I-9 verification, the escalation goes to HR immediately with the specific regulatory deadline cited.