An employee onboarding decision tree is a structured workflow that guides teams through the steps of bringing a new hire into the organization. Instead of relying on spreadsheets or checklists, teams follow a guided path that adapts to role, department, location, and employment type. This ensures that new employees receive the right tools, training, and access from day one - no steps missed, no confusion.

Standard onboarding checklists often fail to account for role-based differences. A decision tree ensures that IT, HR, and team leads follow the correct process every time - whether they’re onboarding a sales manager in New York or a developer in London. It improves compliance, automates common steps, and delivers a better experience for new hires.

Absolutely. You can tailor the logic to match your internal workflows using PixieBrix’s visual builder. Add specific paths for different departments, probation periods, equipment needs, or compliance training. No coding is required, and you can change it anytime.

It runs directly in your browser, right inside the tools your team already uses. Whether you're working in Google Workspace, Microsoft 365, or a custom HRIS, PixieBrix overlays the onboarding experience on top of those systems - so your team doesn’t have to switch tabs or chase links.

✅ Built Directly into the Browser

PixieBrix overlays directly on tools like BambooHR, Workday, Google Workspace, and Jira. Teams don’t need to open separate systems or switch tabs to follow onboarding steps.

🛠 Easy to Customize

Use a drag-and-drop editor to create logic for different job roles, departments, and regions. Make quick updates as processes change, with no technical help required.

🔁 Automate Routine Actions

Trigger onboarding tasks automatically:

• Create tickets for IT setup
• Assign required training
• Send welcome emails
• Notify hiring managers or team leads

🚀 Improve Cross-Functional Collaboration

Ensure HR, IT, team managers, and operations all follow the same workflow. Reduce confusion, back-and-forth communication, and delays.

📊 Track Onboarding Progress

See how long each step takes, where tasks stall, and which flows lead to the best outcomes. Use this data to optimize your onboarding experience over time.

🎯 Reduce Manual Mistakes

Provide real-time guidance so teams don’t miss important steps like setting up payroll access, assigning equipment, or granting system permissions.

📈 Scales with Your Team

Whether you're onboarding five people a month or five hundred, PixieBrix helps you deliver a consistent, personalized experience without growing headcount.

1. List Key Milestones
   Outline every major step in your onboarding process - background checks, paperwork, provisioning, introductions, training, and more.
2. Map Role-Based Logic
   Define which steps apply to specific job functions. Engineers may need dev tool access, while sales hires may need CRM credentials and pitch decks.
3. Assign Task Owners
   Clarify who’s responsible for each action: HR, IT, hiring managers, or the new employee themselves.
4. Embed Resources and Tools
   Link to forms, policies, training modules, and calendars directly inside the tree.
5. Test with Internal Hires
   Walk through the experience with team members or shadow a new hire to validate every step.
6. Train the Team
   Ensure recruiters, HR partners, and managers know how to launch and follow the workflow.
7. Optimize as You Scale
   Use feedback and data to continuously improve. Add logic for international hires, internal transfers, or remote onboarding.