Playbook // People
New employee onboarding
- People
- Tasks
- Knowledge
- Access
- Completion
Coordinate the employee onboarding process. Every new starter invited and in the right department, with tasks for IT and their manager, the handbook in their navigator, required trainings passed, and the onboarding marked complete.
Native foundationAgent-customizableElevated administration- Setup in Maxint Work
- About an hour, once
- The business process runs
- Each new starter's first weeks
How it comes together
Each step is a guide with the exact steps in the product.
- How to create and manage structured records
You'll have a card type with its own properties and relations, a space that holds its cards, linked cards, and views to compare and filter them.
About 25 min
- How to create custom business processes
You'll have a process on a card type with its own states, triggered transitions, action items and an approval, running on a card.
About 30 min
- How to build a project knowledge base
You'll have a teamspace with a tree of nested documents that link to people, issues and each other, plus a drive for the project's files.
About 20 min
- How to configure workflows using natural language
You'll have card types, fields, relations or a process set up by Maxima from your plain-language description, checked in Activity.
About 20 min
Where AI Workers take part
- Maxima invites the new starter and adds them to their department.
- With an elevated role, the agent creates the New hire record type and the onboarding process.
- It creates each New hire record, starts the process, books welcome meetings and assigns trainings.
Customize this playbook with Maxima
This playbook is a starting point, not a fixed template. Change the stages, add your own records and approvals, or build something different on top.
Make it yours
“Configure employee onboarding in our workspace: a New hire record with start date and manager, an onboarding process with tasks for IT and the manager and a final approval, the handbook teamspace for every new starter, and the security training assigned in week one. Then onboard Ana Ruiz, starting Monday in Engineering.”
Copy the instruction, change the names and dates, and send it to Maxima in your workspace. Nothing is set up until you do. Maxima works within the role you've given it: some of this already exists, some needs an elevated role, and connections or custom development are called out in its plan.