Preview · not connected to live DynaMech systems · everything you enter stays in this browser MAIL_ON · OFF
DynaMech Solutions New-hire onboarding portal
Jump to checklist
Before the portal · staff view (demo)

Offer, signatures, then an immediate Workspace note to personal email.

This is the locked control flow that happens before a hire ever sees the Welcome portal. Each step is gated on the one before it. Click through as the hiring team — nothing is sent, signed, or written to live systems.

Hire Harry Potter
Role Associate Tech
Hiring manager Core team — pick one
Personal email
Portal URL

Locked control flow

Offer e-sign lives here, outside the hire checklist. The mailbox invite is a quick note to the hire’s personal email, sent the moment the hiring manager countersigns. MAIL_ON stays off in this demo — preview only.

  1. 0

    Hired on pipeline → pipelineCheck → HIRE_ tab + Employee Files

    Existing timer (~15 min) stays as-is: the Hired row gets a tab and an Employee Files folder. Shown here as a status only — this prototype does not touch the Pipeline or the Onboarding System workbook.

  2. 1

    Offer letter → candidate’s personal email

    Warm offer goes to , contingent on background check and drug screen.

  3. 2

    Candidate signs

    Harry Potter e-signs the offer (signer one).

  4. 3

    Hiring manager countersigns

    The countersigner is the hiring manager. Anyone on the core team can be a hiring manager: Bob, Sam, Dustin, Mitch, Gina, and Austin.

  5. 4

    Workspace heads-up → personal email (right after countersign)

    This note goes out immediately when the hiring manager countersigns — no extra click. It lands on Harry’s personal email (). Preview only; MAIL_ON is off.

  6. 5

    Hire signs into mailbox → opens Welcome portal

    Switches to the hire’s view at . The portal checklist starts here — the offer is already done and is not on it.

Employee profile log (demo)

Shows how each portal save and each reply to onboarding@ would be filed to the employee profile, with a tick and a timestamp. Stored only in this browser.

  • No activity yet.

Handoff status (demo)

Pipeline stage
Team panel
HIRE_ tab
Not created
Employee Files
Not created
Offer
Not sent
Portal
Locked
Checklist
—
I-9
§1 pending · §2 due Thu, Nov 19, 2026
MAIL_ON
Off (no email sent anywhere)
People / Directory
Draft · Begin Onboarding

Manager view · Harry’s Welcome portal answers

What the hire has submitted in the portal so far. Shown here as it would appear to DynaMech managers. Demo data only; nothing is filed to Drive or the HIRE_ tab.

Managers can see these answers, including sensitive ones such as birthday and family. The hire never sees manager tabs. Only the bio and photo are meant to be forwarded company-wide, by the hiring manager.

Intake answers Managers only

Name
—
Birthday
—
Family
—
Hobbies
—
Favorite snacks
—
Favorite drinks
—
Favorite restaurant
—
Anything else
—

Not submitted yet.

Uniform & certifications

Shirt
—
Pants
—
Uniform notes
—
EPA 608
—
OSHA 10
—

Sizes go to Shop & Warehouse (PS-09) once live. Cert status feeds the EPA 608 90-day and OSHA 10 promotion-gate tracking.

Manager task · Form I-9 Section 2 Staff only

The hiring manager or another authorized DynaMech representative (any manager acting for the employer) completes Section 2 in person, examining the hire’s original documents, within 3 business days of the start date. Business days are Monday–Friday and skip U.S. federal holidays (observed dates). For a Mon, Nov 16, 2026 start that’s by Thu, Nov 19, 2026.

Hire · Section 1
Not yet confirmed by hire
Completed by
Hiring manager or another authorized DynaMech representative
Section 2 due
Thu, Nov 19, 2026 (start + 3 business days, Mon–Fri, skipping U.S. federal holidays)
Section 2
Not done

Tracks the task only. No SSN, ITIN, document numbers or ID copies are stored in this portal.

Bio + photo email to the hiring manager

Prepared the moment the hire has a valid bio (4–6 sentences) and a photo. Goes to the hiring manager picked at step 3, so they can forward it to everyone at DynaMech.

People / Directory

Each hire is drafted here as Begin Onboarding — not Active, and not held until Cleared or Day 1.

Hire Role Directory status Action
Harry Potter Associate Tech Draft · Begin Onboarding