Onboarding Process

The onboarding process has five steps. Steps 3 and 5 are optional and only apply if the new employee receives a device.

Step 1: Add the new employee to deeploi

Before onboarding can start, the employee must exist in deeploi. How you add them depends on whether you use an HR system.

Step 2: Fill out the onboarding form

Once the employee exists in deeploi, the onboarding form appears automatically under Employees → Onboardings. deeploi also sends weekly reminders for upcoming onboardings.

Open the form and complete it with the employee's start date, preferred company email address, and bundle.

Step 3: Confirm the device order (optional)

If you selected a device or peripheral in the onboarding form, deeploi coordinates the order and contacts you when your input is needed. You will typically receive a checkout or confirmation link by email that must be completed on time.

Device type	Delivery time
Catalog devices	Up to 2 weeks
Custom or non-catalog devices	Longer, varies

Step 4: Account creation and welcome emails

After you submit the form, deeploi creates accounts on this schedule:

Action	When
Email account created	14 days before the start date
Software accounts prepared	4 days before the start date
Welcome email sent (with temporary password)	4 days before the start date

To adjust these timings, contact hello@deeploi.io.

Step 5: Device registration reminder (optional)

If a device was selected in the onboarding form, deeploi automatically reminds the employee to connect their work device to deeploi. This is required so the device can be managed, encrypted, and configured with the right software.

If the employee does not register the device after a certain time, deeploi notifies you so you can follow up.

What's Next