Use caseOffer and onboarding

Onboarding handoff documentation

One-page handoff to People Ops or the hiring manager. Profile, motivations, start plan.

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01What it is/ offer and onboarding

Part of offer and onboarding.

Offer letters, comp prep, acceptance follow-through, and pre-start engagement that lands the hire.

02How to build it/ four steps

Configure once. Run from then on.

The same template works whether your AI is Claude, ChatGPT, or our built-in agents. Connects with DocuSign, your HRIS, the hiring manager and People Ops.

01

Draft the offer

Offer letter drafted from the role and candidate record. Comp, equity, start date, contingencies, all pre-filled.

02

Brief the recruiter for negotiation

Pull market data, similar offers, internal benchmarks. The recruiter walks into the call ready.

03

Coordinate the handoff

References, paperwork, start date, equipment. Nothing falls between accept and day one.

04

Keep the candidate warm

Pre-start engagement reduces drop-out. Auto-send check-ins, team intros, and onboarding docs across the wait.

03Why it matters/ before vs after

What changes when this runs in Vitae.

Today, without VitaeIn Vitae
Stitched across email, sheets, scripts, and a chat window. Lives in someone’s head.A workflow inside one platform. Documented, repeatable, runnable by anyone.
Manual, easy to skip when busy.Triggered automatically. Runs at the right moment, every time.
Outputs land somewhere different every time.Outputs land on the candidate or account record. Single source of truth.
Re-onboarding pain when a new person joins.Anyone on the team can run it on day one.
04FAQ/ four questions

Common questions.

Short answers to the questions we get most often. Need more detail? Talk to sales.

Yes. Every workflow in Vitae is yours to shape. Pipelines, fields, rubrics, and steps all configure to how your team actually works. Start from this template, change anything.
05Related use cases/ same category

More in offer and onboarding.

Offer letter drafting

Draft offers from the role and the candidate. Comp, equity, start date, contingencies, all in.

Build it →

Comp negotiation prep

Pull market data, similar offers, internal benchmarks. Brief the recruiter before the call.

Build it →

Acceptance follow-through

Coordinate references, start date, paperwork. Nothing falls between accept and day one.

Build it →
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Build this workflow in Vitae.

Configure once, run from then on. Plug in your own AI or use ours.

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