Your Top 5 Onboarding Solution Platforms

Onboarding platforms are designed to guide new recruits and their teammates in becoming involved in an engaging and productive induction and hiring experience.  They aid in making the new hires welcome, and connecting them to the organization, to the team leaders, and to their colleagues from the time that they get the job offer up to the time that they acclimate themselves into their new roles and positions.

In addition to serving as guides, onboarding software also can be used to automate most, if not all, administrative tasks, required setup and tool, and team introduction, to make it easy for a company to bring in new hires to the company, helping in streamlining processes to make sure that the onboarding process is done effectively and productively.

Just so you know, I ranked and reviewed the four best employee onboarding tools, along with some of my extra top recommendations, so that you can pick the best one for your business.


Eddy is the all-in-one HR Suite built to help businesses with deskless workforces hire and retain workers through better company culture.

Is your business scaling at a fast pace? Whale is a knowledge sharing and training platform that can help you systemize and scale your company.
Read Review →

Trainual makes it easy to document and share critical processes and procedures. Everyone on the team is always up-to-date and aligned.
Read Review →

Enboarder onboarding software is a people management software that helps organizations onboard, engage, and retain employees.
Read Review →

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These applications can be used by those who will conduct the tasks that onboarding entails; these could pertain to the HR partners, team leaders, management, and colleagues. 

These platforms can also be used for self-onboarding to provide independent and active onboarding participation from the new employees by letting them get to know the company, their team and become aware of the tasks and expectations that are associated with their new jobs.

These systems may serve as welcome portals, task management tools, document repository or e-learning platforms.  The platforms in this article are excellent tools that may help companies provide a better onboarding experience for their new recruits.

Each tool has its own set of strengths and drawbacks, and choosing the right tool is key in determining what set of functions are practical on whether they enhance the onboarding process for new team members.

What is Trainual?

Partner Onboarding Platforms and How They Help - Trainual
Partner Onboarding Platforms and How They Help – Trainual

Trainual is a training platform and knowledge management; it is an effective tool that enables businesses and organizations in developing and building their playbooks – repository or containers of all necessary information that is essential to a business entity, from a company’s profile, goals and mission, core values, policies to its business procedures.

When was the company Trainual started?

Trainual was born out of Chris Ronzio’s experience with building scalable and repeatable tools that can be used for training; he came up with an effective system of producing materials that can be used for his event video production company, ensuring that his company can provide a seamless and consistent experience for all the clients of the company. 

This led him to serve as a guide to hundreds of small businesses, aiding them in organizing all of their operational processes and policies while they scale up their teams.  He launched Trainual in January 2018 as a platform and solution that provides functions that he has been offering to organizations as a consultant.

How many customers does Trainual have?

At present, Trainual provides support and essential services to 7,500 small businesses spread over 180 locations worldwide.

With Trainual, members of an organization can organize and collate all important and useful information into digital libraries encompassing all the how-to and need-to-know aspects of operations. 

Businesses can develop in this platform a neatly and smartly ordered and sorted library containing all policies, procedures and business functions with the help of Trainual’s intuitive and playful UI. 

What is Trainual used for?

The premise behind this tool is very simple, and yet it offers valuable help in providing a content manager.  Businesses can easily gather and organize data into a library that is easy to navigate, peruse and search.  

Organizations can use Trainual’s capabilities in developing and supporting the following, especially for employee onboarding:

  1. Automated Onboarding – With playbooks and sections dedicated to the company profile, company information and organizational chart, businesses can build and automate employee onboarding, equipping new recruits with all the information that they need in order to be prepared for their onboarding journey.
  2. Business Process Documentation – Trainual can be used to come up with a single source of truth – a centralized knowledge library that is accessible and can be easily maintained and peer reviewed, ensuring that team members can easily locate the information that they would need in order for them to perform their roles and functions productively and effectively.
  3. Smart Training Platform – Businesses can develop and customize tests and assessments; these materials can be part of the company’s playbooks and learning modules or can be stand-alone content.  Having these materials can enable companies to plan learning courses as well as assess and promote employee engagement through e-learning content.  These tests can be automated, helping organizations save on operational costs, offload administrative tasks, ensure compliance and raise awareness on essential information and topics that are needed and useful for the employees.

How does Trainual help with employee onboarding?

Trainual provides a guided and organized approach to formulating and presenting company information, starting with all the basic information, culture, core values, mission, vision, goals and history; all of these information can be created under the Company section. 

The People section, on the other hand, shows all the employees of an organization for which access to Trainual have been granted to, including the roles, assigned playbooks, employee directory and organizational chart. 

The Policies section is where a company can document important memos, rules, guidelines, organizational policies and benefits; essentially, all information in an employee handbook can be converted into the contents for this directory.  Finally, the Processes section can be used to organize the playbooks containing the procedures and day-to-day business functions.

Within these main categories, playbooks can be developed and maintained, which can also be organized into sub-folders.  This level of sorting and categorization makes it easy to produce and maintain content, consume and peruse the materials and manage assignments, editing and review tasks. 

Having all these information in a central repository that is easy to maintain and access will make it easy for an organization to onboard new recruits; for the new hires, easing into the new company and position can be performed without ambiguities and lack of information if all the necessary information and documentation are readily available.

Creating playbooks and templates with Trainual

Content managers can opt to design and produce playbooks from scratch or use the multitude of ready-to-use templates that come pre-installed with the platform.  These templates are what makes Trainual very effective and useful; implementing the templates already serve as a guide and minor tweaks will make them already apt for an organization. 

Companies have the option of adding more subjects or topics if they find the templates insufficient or remove aspects that they will not need.  Trainual’s editor also provides a comprehensive set of features and allows embedding of interactive content that could aid in making the playbooks interesting and engaging. 

Moreover, Trainual offers personalization of its platform, from the use of a company’s own logo as well as the designing and implementing of a customizable color theme and motif, allowing users of the platform to have a bespoke user experience that jibes with the aesthetics and visual style that a company is using.

Trainual boasts of an impressive clientele portfolio, including Doxy.Me, Webgility, Freestar, IQ Offices, Hireclout, The James Agency, and Stream Logistics.

This platform provides a creative tool to formulate company playbooks, providing levity to an otherwise cumbersome matter due to its informal and lighthearted tone proving that documentation does not need to be boring and mundane.  Its templates provide essential guides in providing new employees an interactive and fun walkthrough that can surely make a good impression for the company.

What is Eddy?

Partner Onboarding Platforms and How They Help - Eddy
Partner Onboarding Platforms and How They Help – Eddy

Eddy is a comprehensive and full-scale human resources management application suite that allows organizations to perform activities such as hiring, employee onboarding, employee, task management and payroll. 

This all-in-one platform is targeted towards small-and-medium local businesses, especially those that are implementing a remote workplace setup or those that serve and manage frontline workers.  Eddy aims and promises to elevate and enhance these companies’ employee experience with the goal of attracting new talent and retaining their finest employees.

When was the company Eddy started?

The company behind the platform Eddy was founded by Travis Hansen in 2017.  He came up with a solution for HR and employee management after failing to find a suitable solution that can address his needs and expectations. 

The development of this platform was driven by the desire and need to attract and retain performing employees, and found out that this business needs is common to a lot of entrepreneurs and businesses.

What are Eddy’s main features?

Eddy has a complete set of applications designed for HR and talent management which includes applications such as Employee Experience Software, Human Capital Management, Human Resources Information Management, People Operations Software, People Platform, Talent Management, Workforce Management, Employee Data Management and HR Software.

How does Eddy help with employee onboarding?

The Eddy People platform offers a specialized solution for talent and people onboarding and management.  With this platform, businesses may employ an organized and fully digital approach to onboarding.  Eddy can provide an intuitive, pleasant, paper-free and conducive onboarding from sending bespoke welcome messages to new hires, furnishing information that they would need on their first day at work and a task list that they need to remember and complete. 

Eddy’s platform allows configuration and use of templates for onboarding called packets.  Different packets may be used for contractuals, full-time and part-time employees.  Each packet would contain the list of tasks that the new recruits should accomplish. 

The documents that are for the employees’ perusal and submission may also be attached to the packets and these will then be assigned to the new hires.  Documents, requirements and images that should be submitted by the employee can also be configured in each packet, forming a comprehensive set of requirements and list of submissions that needs to be checked and accomplished to ensure that all information are gathered and stored in a smart and easy-to-manage repository.

Eddy also allows configuration of sending the necessary information that a new recruit would need on the first day of reporting, such as the date and time, the office site, attire and a personal and customized welcome message. 

It also includes the profile of the employee’s manager and team members that the employee will meet and interact with.  Other special instructions may be specified to ensure that the onboarding will be done smoothly.

In addition to individual tasks, a team task list can also be created in Eddy.  This allows the team leaders and managers in the organization to assign or get assigned to tasks and new hire responsibilities within the company. 

With this feature, the needed tasks can be assigned and delegated to members of the team; when an onboarding packet is assigned to a new hire, the assignees will be notified of the assignments that that team member should accomplish in order to help the new employees get onboarded successfully and effectively.

The platform offers an easy-to-use tracking of the progress and accomplishment of all the new employees, providing an effective means of tracking, monitoring and evaluation of the success of the onboarding process.

What companies work with Eddy?

Eddy boasts of an impressive list of clients and a trove of success stories, with clients such as Crumbl, Huntington, CupBop, G.O.A.T. Haircuts, Ardent, Quench It and The Ladder Method. 

Based on customer and user reviews, Eddy’s platform ranks high on usability and user-friendliness, value for money, customer support and functionality.  It has been known for its clean interface and a basic set of essential features needed for HR and employee management functions.

Eddy offers a simple yet very effective means of performing employee onboarding.  It is perfect for a starter system because of its intuitive interface.  The organization of tasks and documents into packets is very ideal in ensuring that onboarding will be done well for each and every employee.

What is Enboarder?

Partner Onboarding Platforms and How They Help - Enboarder
Partner Onboarding Platforms and How They Help – Enboarder

Enboarder is a leading tool in the training and onboarding software domain and e-learning industry.  It offers a platform that allows process automation, guides businesses in operations and allows the implementation of customized onboarding experience. 

What Enboarder specializes in is an experience-driven onboarding application that hiring managers, HR partners and new recruits can utilize to design or have bespoke and customized onboarding endeavors. 

This platform, in order to enable businesses to engage and effectively connect with new employees, can build process flows for onboarding using common low-code tools such as drag and drop functions, sample templates, task management and automation.

When was the company Enboarder started?

Enboarder is from a company that is based in Sydney Australia.  It was established in 2015.  The company’s goal is to revolutionize HR practices and procedures through its people activation platform, allowing businesses to enhance and elevate their employee functions into employee-driven, science-based, simple and scalable processes. 

Enboarder’s core values put focus and emphasis on having a fun and enriching workplace environment, effective teamwork, customer-centric services and transparency; these values transcend into their product development and improvements for their onboarding platform. 

This company is highly ranked for its excellent work culture, friendly workplace environment, diversity and riveting technologies.

Who is Enboarder for?

Enboarder’s platform is targeted towards businesses that hire more than 100 new recruits per year and are gearing towards scaling up and those with exponential growth and turnover.  It is more apt for small to medium organizations with mass hiring, scalability and value customizability.

What can Enboarder do?

Enboarder allows automatic granting of access to the platform upon successful recruiting and hiring.  Users of Enboarder’s platform can design onboarding process flows depending on an applicant’s function, role, demographics and other levels of categorization and segmentation.

This platform can be integrated with applicant tracking and hiring systems in order for businesses to craft a streamlined workflow.

This platform fosters formulation of interactive process flows and onboarding journeys that can serve as guides for hiring managers, coaches and team leaders.  Integration with a number of useful and popular tools such as DocuSign, Jira, Slack and JobAdder is supported. 

These features ensure that organizations can implement a fully digital and effective onboarding scheme.  Through Enboarder, a guided flow of tasks, actions and assignment of responsibilities can be done in order for team members and HR personnel to ensure that new recruits can be onboarded properly and without hassle. 

Virtual or face-to-face onboarding actions can easily be programmed in Enboarder, and any change in a company’s process because of the ever shifting safety guidelines and protocols can be easily adopted.  Virtual spaces for team meet-ups and collaborative work can be done to facilitate bonding and team building.

Provision and gathering of feedback can be easily accomplished in the platform; instantaneous reactions and formulation of action plan can ensure that any kinks or flaws can be addressed and resolved.  With this approach, companies can maximize Enboarder’s capabilities in promoting positive employee experiences. 

How does Onboarder help with employee onboarding?

The whole onboarding process can be automated and broken down into manageable packets of task groupings, such as I.T. requests, access management, team introduction among others. Enboarder employs an unparalleled user interface that is fully customizable and personalized with support for rich content. 

It uses data-driven coaching for team leads and managers in order for them to onboard and mentor their colleagues.  Moreover, the platform caters to tasks that can be assigned and delegated to more than one team member thereby allowing managers to marshal and orchestrate communication and accomplishment of the tasks effectively.

Via analytics for the whole onboarding experience, progress tracking and gathering of feedback with surveys, Enboarder can help organizations analyze pain points and aspects for improvement.  This enables these businesses and could ensure success by promoting regular review of their onboarding process and policies.

What makes Enboarder a sensible choice for employee onboarding is because of its ease of use, flexibility and automation options; with the platform, businesses can increase employee engagement, productivity and staff retention.

Enboader is the platform of choice of an impressive list of companies that includes the likes of  Hugo Boss, ING, Eventbrite, Wyndham, Canva, McDonald’s, Shopify and Deloitte, among others.  This spectacular portfolio is a testament to what Enboarder is capable of and proof of how great this tool is. 

This application makes it convenient to create customized employee onboarding workflows wherein organizations can easily identify and implement logic and set of tasks for each individual step or process.

What is Whale?

Partner Onboarding Platforms and How They Help - Whale
Partner Onboarding Platforms and How They Help – Whale

Whale is a knowledge-sharing and training tool that provides companies the space to build a centralized archive of SOP’s, business policies, company information and other important documentation in an easy-to-use and uncluttered application. 

This platform offers a secure and collaborative means of cascading information to all stakeholders and employees wherein content managers, leads and HR partners can store, organize and disseminate data, company information and business process documentation. 

This can be very useful in employing and implementing onboarding libraries that can be assigned to new hires, offering the new recruits a visual and intuitive digital guide, serving as a source of all necessary information that can help them get acquainted with their new company and new jobs.  This system also facilitates formulation and conducting of online training through playbooks, libraries and topics organized into subject cards.

When was the company Whale started?

The company behind Whale, also known as UseWhale or Whale BV, was founded on September 14, 2020 by Bram Billiet and Gary Vanbutsele.   Whale’s headquarters is in Oost-Vlaanderen, Belgium.  It is a Saas company that specializes in online and digital training. 

The concept behind Whale’s training platform was born out of an idea that one of the founders, Gary Vanbutsele, back in 2018.  Before Whale was founded, he was leading an IT Services firm and got inspired to come up with a solution that could empower team members, foster knowledge sharing and help in scaling the business.

With this idea, he decided to build Whale with his friend Bram Billiet.  Their mission, and in essence, the concept behind Whale is simple: employees should be aligned with their company’s mission, goals and ideals.  One sure way of doing this is to make tribal knowledge, procedures and policies of the company organized and accessible through a smart platform.

The solution is governed by three main tenets: content creation, training and gauging. 

How does Whale help with employee onboarding?

Content creation is Whale’s main feature.  Documentation can be organized into boards, the main construct for sorting information.  Boards can be used to categorize information based on the purpose, function of the department for which the data is intended. 

Each board may contain different playbooks or libraries and each of these may have multiple cards, or individual topics or steps of a process flow.  This top-down approach in presentation and organization of information makes it easy for organizations to categorize information based on major groups and easily break down and identify the different components for each group. 

Whale’s content editor allows embedding of visual aids such as videos and images to allow content managers to come up with playbooks that are not too pedantic.  This tool allows production of materials through native integrations, content migration or via the use of pre-installed playbook templates.

Businesses may also use Trainual as a training platform.  Play Books and libraries may be assigned to new hires to create an automated and streamlined onboarding process whereby learning flows can be designed to facilitate self-onboarding and training. 

Whale allows the configuration of learning paths and monitoring of progress, performance and completion.  Modifications on the content can easily be managed and cascaded through notifications and task assignments.

Finally, the progress tracking and analytic functions that are available in Whale can help businesses analyze employees’ performance, identify knowledge gaps and address them efficiently.  Through Whale’s extensive reporting, insights can be gathered to determine the content’s quality and the personnel’s performance, allowing organizations to identify issues when it comes to information management.

What sets Whale apart from other employee onboarding platforms?

What sets Whale apart is its simple and no-frills approach to content management.  The platform is simple enough to let small businesses implement a collection of playbooks that can aid them in coming up with an effective digital onboarding experience for new hires. 

Another aspect that makes this tool very effective in what it does is how it gives emphasis and importance to the continual refining of key business processing, improvement and enhancement; subject matter experts can be assigned to the different playbooks and regular review and enhancement of the content can be scheduled. 

This acknowledgement that process documentation is always a work in progress is a nice concept to implement, and can help businesses develop a sense of constant assessment and self-evaluation.

Whale has helped companies like Fairway, Kidwell, Direct and Sales Boomerang succeed in handling and managing team growth ranging from 100% to 650% employee growth through a well-documented onboarding process that can be assigned to every new hire and making this information accessible to new hires as well as team members who are responsible for the onboarding of the new recruits.

Whale fosters not just implementing an effective document repository but an ideology and culture of doing things right.  When business processes are documented, recorded and reviewed, a company may be given an opportunity to optimize areas that can be improved upon and rectify pain points to ensure that the business may function and operate effectively and productively.

What is BambooHR?

Partner Onboarding Platforms and How They Help - BambooHR
Partner Onboarding Platforms and How They Help – BambooHR

BambooHR is a human resources information system that helps a company’s HR partners to manage employee data and conduct HR tasks by providing a large set of HR business functions such as onboarding and off-boarding, hiring, leave management, applicant tracking system, time tracking, payroll processing, among others. 

This human resources management software as-a-service has been ranked by PeopleGoal as the #1 HRIS solution in 2022.

When was the company BambooHR started?

The company behind BambooHR is an American I.T. company based in Lindon, Utah.  It was founded by Ben Peterson and Ryan Sanders in 2008. 

Before the pandemic, BambooHR has served over 11,000 clients located in 100 countries.  It is known for its anti-workaholic policy wherein employees are discouraged from working more than 40 hours per work week.   The rationale behind this stance is to alleviate occupational burnout, which was deemed as a detrimental factor on employees’ health and their relationships.

What is BambooHR for?

BambooHR is ideal for small- and medium-sized businesses.  This platform has a comprehensive dashboard homepage with allotted sections for employee database, time off monitoring and record-keeping and reports plus analytics. 

It also has components for the following: My Info – containing a particular user’s profile; Employees – a listing of all staff visible to the current user; Job Opening – job listing for open roles and positions; Reports – essential information on statistics, metrics and other data listings; and Files – BambooHR’s document management solution.

How does BambooHR help with employee onboarding?

The BambooHR platform provides a comprehensive solution suite for most of the essential HR functions, providing a set of features that includes hiring and applicant tracking, onboarding and offboarding, time off management, timesheet management, performance and appraisal, benefits tracking and employee information database in a user-friendly application. 

Although the pricing and cost per user of this platform is quite steep, BambooHR’s arsenal of features and functions kind of makes up for it and make this platform an excellent choice.  Unlike other platforms that touch up on similar functionalities but give more focus and emphasis on certain key areas, BambooHR has the distinction of fulfilling an overall HR management solution by providing an extensive coverage of multiple areas for HR processes.

In terms of employee onboarding, BambooHR has accomplished to cover all of the bases by furnishing the complete platform to record applicants, track the hiring process and process onboarding for successfully hired individuals.  Each step in this process has been done so well without making the approach and solution convoluted and cluttered. 

BambooHR’s intuitive and user-friendly approach in implementing this complete process flow allows HR partners to effectively screen applicants, keep track of their journey, information and credentials, and then proceed to employee onboarding, covering essential tasks such as completing paperwork or digital submission of requirements, send out welcome emails and furnish checklists and I.T. requirements. 

Within the platform, organizations can define, design and configure the steps involved in performing onboarding, and provide a guide on the onboarding journey that hiring managers, team leads and new recruits need to accomplish to make the onboarding enjoyable, effective and convenient.

This platform, as with other onboarding software, also provides configurable and reusable templates called New Hire Packets that can be made tailored to specific requirements such as different roles, job types, departments or locations.

BambooHR puts focus on the people, not just on the new employees but on the people who will process onboarding as well by providing the means and tools to make sure that the right talents are hired and new hires are properly onboarded. 

BambooHR makes this process easy and empowers the HR partners to learn the process, be comfortable in doing their tasks and help themselves. 

Some of BambooHR’s clients include Coursera, Disqus, Freshbooks, Kobo, Planet Fitness, Shopify, SoundCloud and Stance.

BambooHR does not just offer tools for HR functions such as recruiting and payroll; it also features tools that could cultivate company culture and talent acquisition especially for employee onboarding. It provides a flexible means of configuring what needs to be accomplished when welcoming new recruits.

Conclusion

Employee onboarding provides new employees with the first impressions for a company and can ultimately determine if these new recruits will stay for good or look for other opportunities.  When done correctly and effectively, the new employees may feel welcome, engaged and equipped with all the information that they would need in order to fulfill their roles and functions and help them imagine themselves growing and thriving in the company.

The platforms listed above may help organizations in offering an excellent onboarding experience for their growing workforce.  Each platform has its own set of strengths and weaknesses, but each tool could definitely provide structure and organization to this process and could enable these businesses to ensure that each onboarding experience is consistent, if not better, than the previous one.  

We are passionate in helping companies in evaluating and assessing their onboarding practices and policies.  Interested in knowing how well you are doing with your employee onboarding? Take The Building Blocks’ Employee Onboarding quiz!