Use Case

Faster, more consistent employee onboarding

Whether your team is fully remote, hybrid, or in-office, BoardFlow gives every new hire a self-serve onboarding checklist built from your team's actual workflows.

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The problem with traditional employee onboarding

Most companies onboard new employees the same broken way: a senior team member spends days walking the new hire through every tool and process. The new hire takes notes they'll never find again. The senior member repeats this every time someone new joins. Tribal knowledge stays locked in people's heads.

For remote teams, it's even harder. There's no "stop by my desk" moment. Slack messages get buried. Video calls don't produce reusable documentation. The result: new hires take two to three times longer to become productive than they should, and employee experience suffers.

BoardFlow solves this by capturing how work actually gets done — not how someone thinks it gets done — and turning that into structured, reusable onboarding guides assigned to the right roles automatically.

How to onboard remote employees with BoardFlow

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Step 1: Record your onboarding tasks

For each task a new hire needs to learn — setting up a tool, running a report, submitting a ticket — record it once with the BoardFlow Chrome extension. The extension captures every click, page, and input across all tabs.

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Step 2: Generate the step-by-step guide

BoardFlow automatically converts your recording into a numbered guide with plain-English descriptions and screenshots. Review, edit, and publish. The whole process takes minutes per task.

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Step 3: Set up your org structure

Create your teams (e.g., Sales, Engineering, Operations) and positions within each team. Assign the relevant guides to each position so that the right employees see the right content.

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Step 4: Invite your new hire

Send an invite link. The new hire creates their account, gets assigned to their position, and immediately sees a personalized checklist of every guide they need to complete. No hand-holding required.

Why teams choose BoardFlow for employee onboarding

Consistent onboarding every time

Every new hire gets the same verified, up-to-date guides. No more "I got lucky with a great buddy" or "nobody told me about that step."

Self-serve from day one

New hires work through their checklist at their own pace. Senior team members aren't pulled away from their work to repeat the same walkthrough.

Works for remote and hybrid teams

No physical presence required. BoardFlow guides work in any browser, anywhere in the world. Perfect for how to onboard remote employees effectively.

Keeps documentation current

When a tool or process changes, re-record the affected guide in minutes. All employees assigned to that guide see the update automatically.

Role-based access

Sales reps don't see engineering runbooks. Each position has its own curated guide library — no information overload for new hires.

Progress tracking

Owners and team leads can see which guides each team member has completed. Follow up only where needed — no micromanagement required.

Better employee onboarding starts with one recording

Free during beta. No credit card. Set up your first onboarding guide in under 10 minutes.

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