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HR, Recruitment & Staffing Automation

Onboard new employees via WhatsApp — documents, policies, first-day details — all automated

WhatsPortal runs your new employee onboarding sequence on WhatsApp — collecting documents, sharing policies, sending first-day instructions, and introducing the team — so your HR team spends less time on paperwork and more on people.

Official Meta BSP · No credit card required

  • Official WhatsApp BSP
  • Free plan — no credit card required
  • Instant webhook integrations
  • Custom WhatsApp Flows
  • Billed in INR via Razorpay

A new employee joins. HR sends a 30-page PDF over email. Nobody reads it. The employee shows up on day 1 not knowing where to park.

01

Onboarding documentation — offer letter, NDA, policies handbook, IT access form — is emailed as a bundle. The new employee reads some of it, ignores the rest, and arrives on day 1 with questions your HR team has to answer individually.

02

HR teams at growing companies onboard 5–20 new employees every month. Each onboarding cycle involves the same emails, the same document reminders, the same first-day instructions. Automation should handle all of this — and mostly doesn't.

03

The pre-joining period — from offer acceptance to day 1 — is when employees are most likely to second-guess and accept a competing offer. Regular, warm communication during this window significantly reduces offer drop-offs.

The solution

WhatsPortal automates new employee onboarding on WhatsApp — from offer acceptance to end of week 1.

Pre-joining document collection

After offer acceptance, the onboarding bot collects all required documents — PAN, Aadhaar, bank account details, educational certificates — via WhatsApp. One at a time, with clear instructions.

  • After offer acceptance, the onboarding bot collects all required documents
  • PAN, Aadhaar, bank account details, educational certificates
  • via WhatsApp
  • One at a time, with clear instructions

First-day preparation message

48 hours before joining, WhatsPortal sends a personalised first-day guide — office address, reporting time, dress code, who to ask for, what to bring. The employee arrives confident, not confused.

  • 48 hours before joining, WhatsPortal sends a personalised first-day guide
  • office address, reporting time, dress code, who to ask for, what to bring
  • The employee arrives confident, not confused

Policies and handbook delivery

Deliver your policies, code of conduct, and key team information as a structured WhatsApp message sequence — day by day in the first week — rather than a PDF dump.

  • Deliver your policies, code of conduct, and key team information as a structured WhatsApp message sequence
  • day by day in the first week
  • rather than a PDF dump

Team introduction and culture messages

Send a welcome message from the CEO or team lead, introduce key colleagues, and share company culture content — on WhatsApp, where it actually gets read.

  • Send a welcome message from the CEO or team lead, introduce key colleagues, and share company culture content
  • on WhatsApp, where it actually gets read
  • Fully automated system
  • Real-time notifications

How it works

Streamlined automation in four simple steps.

  1. 01

    Offer acceptance triggers the onboarding sequence

    When an employee accepts the offer — via your HRMS or manual trigger — WhatsPortal starts the pre-joining communication automatically.

  2. 02

    Documents collected, information delivered on WhatsApp

    The bot guides the employee through document submission. WhatsPortal delivers first-day instructions, policies, and introductions on schedule.

  3. 03

    Day 1 arrives with everything in order

    HR has the documents. The employee has all the context they need. First-day friction is eliminated.

  4. 04

    Sync ATS database

    Candidate screening info, interview schedules, and payslip confirmations are synced with your ATS or HRMS platform.

I

HR Recruiter

Innovate Solutions

Hi Pooja! Thanks for applying for the Software Engineer role at Innovate Solutions. 💼

11:00 AM ✓✓

We'd love to schedule a 30-minute technical screening interview. Please select your preferred day.

11:00 AM ✓✓

Thursday (June 11)Friday (June 12)Monday (June 15)

Friday (June 12)

11:05 AM ✓✓

Great! Please choose a time slot for Friday.

11:05 AM ✓✓

11:00 AM2:30 PM4:00 PM

2:30 PM

11:06 AM ✓✓

All set! Your interview is scheduled for Friday, June 12 at 2:30 PM. A Google Meet link has been sent to your email. Best of luck! 📅

11:06 AM ✓✓

Example conversation — automated by WhatsPortal

What our customers say

“We onboard 15–20 people a month. Moving the process to WhatsApp reduced our HR team's onboarding workload significantly and we started getting feedback that new hires felt more prepared on day 1.”

— [Company HR team name]

Live

Companies using automated WhatsApp onboarding sequences report lower offer drop-off rates and higher new employee satisfaction scores

< 1 min

Average setup time for standard workflows

Increase in response rates compared to email alerts

₹0

Get started for free — free plan included

FAQ

Common questions about hr employee onboarding

Can I customise the onboarding sequence for different roles or departments?

Yes. Set up separate onboarding tracks — engineering, sales, operations — with role-specific document requirements, team introductions, and first-week content relevant to each function.

Can the employee&apos;s manager be looped in via WhatsApp?

Yes. When an employee completes key onboarding steps — documents submitted, policies acknowledged — WhatsPortal can send a notification to the manager with status. Keeps everyone aligned.

Can I collect digital signatures on documents via WhatsApp?

For document submission, employees can send signed copies as WhatsApp image attachments. For formal digital signatures, integrate with a signature platform and send the link via WhatsPortal.

What does WhatsPortal cost?

Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.

Great onboarding sets the foundation for long-term employee retention. Start building it on WhatsApp.

No credit card required. Free plan available. Official Meta BSP.