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.
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.
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.
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.
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.
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.
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.”
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
3×
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'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: ₹1,499/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.