Getting Started with OnboardSwift: Your 30-Minute Setup Guide

OnboardSwift is designed to be live in under 30 minutes. This guide walks you through the setup steps from account creation to your first hire receiving their onboarding portal.

Step 1: Create Your Account and Set Up Branding

Sign up at onboardswift.com and start with your company branding: upload your logo, set your brand colour, and add your company name. This takes under 5 minutes and transforms the hire portal from a generic template to a branded experience that reflects your company identity.

Step 2: Create Your First Onboarding Template

Templates define what each hire needs to complete during onboarding. Start with your most common hire type — for example, "Office-based full-time hire." Add the standard tasks: sign employment contract, upload ID documents, complete emergency contact form, read the employee handbook, complete mandatory training.

Each task has a description, deadline (expressed as days from start date), and assignee (hire, manager, or HR). Tasks with multiple people assigned create a clear division of responsibility.

Step 3: Upload Your Contract Templates

Upload your standard employment contract template. OnboardSwift uses merge fields ({hire_name}, {job_title}, {start_date}, {salary}) to personalise each contract automatically when a new hire record is created. No manual editing per hire.

Step 4: Create Your First Hire Record

Add the hire's name, email, job title, start date, and department. Select their onboarding template. Click "Send portal" — and within seconds, the hire receives a personalised onboarding portal link with their contract ready to sign.

Step 5: Monitor Progress in Real Time

The HR dashboard shows every current hire's onboarding status. Green: on track. Amber: tasks approaching deadlines. Red: overdue items. You can see at a glance whether each hire will be ready for day one, and take action on exceptions without reviewing every individual record.

First 30 Days Success Checklist

• Week 1: Set up branding, create first template, onboard one hire as a test
• Week 2: Expand to all current active hires, adjust template based on feedback
• Week 3: Add manager tasks and notifications to templates
• Week 4: Review completion rates, identify which tasks have low completion, simplify those steps