Reusable templates
Build a workflow with sections and tasks, for example for a new colleague's first days.
From tasks to clarity
A good start. A clear next step.
Give recurring processes a consistent sequence. Templates, roles and tasks show everyone what needs doing and who's responsible.
See this module in a demoOne central spaceClear roles
Product view with fictional sample data
Workflows & onboarding
Make your work easier to navigate.
Responsibility by role
Assign roles, distribute tasks and use a reference date to keep the process clear.
Progress at a glance
Track active processes, complete tasks and adjust follow-up where needed.
How it works
A clear process.
From start to sorted.
Everyone involved knows where the information is and what happens next.
- 01
Choose a template and start the process.
- 02
Assign roles and tasks to the people involved.
- 03
Track progress until the last task is complete.
Frequently asked questions
More about
workflows & onboarding.
Are workflows only for onboarding?
No. The system includes a general workflow builder with templates, sections and tasks. Onboarding is one possible use.
Can I reuse a template?
Yes. Cherry People supports publishing, duplicating and archiving templates, as well as an internal marketplace.
Who receives a task in a workflow?
You assign tasks to the roles and employees involved. For onboarding, think of HR, the manager and the person arranging equipment.
Can we set up offboarding as a workflow?
Yes, a workflow can also structure departure steps, such as handover and equipment return. Actually closing external accounts remains a separate action.
How do we keep track of progress?
The workflow brings tasks and follow-up together. You can see which steps are complete and where action is still needed.
Do we need to set up all our processes at once?
Start with a familiar process and discuss the steps and responsibilities involved. This provides a practical foundation for future workflows.