For the new colleague
Know what the next step is.
From the first working day to an open task: the right explanation and contact route in one place.
Onboarding with ArchieA great start.
A great start.
Even before day one.
Where should I go? What do I still need to arrange? Archie helps new colleagues get started with your onboarding information, a clear checklist and the right contact person.
Your onboarding informationClear next stepsHR stays in control
Joiner Agent · Archie for HR
Fewer individual questions. More guidance from the start.
AI for onboarding helps new employees find their onboarding information and understand onboarding steps. At Archie, this is the Joiner Agent’s area of responsibility. With connected task tracking, Archie can also show what has already been arranged and what is still outstanding.
For HR and the team
Less searching and fewer referrals.
Answer recurring onboarding questions from the same managed knowledge base. A colleague remains available for personal guidance.
How Archie helps a new colleague
From an initial question to the next step.
Follow Sam in three familiar situations. Choose an example and see how explanations, available status information and human support come together.
In conversation with Archie
ArchieAnswer & next step
ExampleSam · New colleagueI start on Monday. What do I still need to arrange?
Archie
Your introduction meeting is scheduled. Your laptop has been requested; I don’t see confirmation yet that it’s ready. Before your first working day, check your contact details in the employee portal.
Starter package + permitted task statusSam · New colleagueWhere can I find those details?
Archie
In the employee portal, open ‘My details’. There you can check your contact details. Can’t you log in? Then your HR contact person from the starter package is your next point of contact.
Employee portal work instructionsWhat happens behind the conversation
What has been arranged? What is still outstanding?
- Choose the right checklistUse the confirmed start date, role and location to find the appropriate onboarding information.
- Read the available progressCombine the explanation with the task status Sam is allowed to view. ‘Requested’ does not yet mean ‘ready’.
- Make the next step concreteName the open task, where Sam should carry it out, and the contact route if it doesn’t work.
ArchieAnswer & next step
ExampleSam · New colleagueI still can’t access the employee portal. Can you check my details?
Archie
I can’t check your personal details here. Use the contact route in your onboarding pack to request access. Don’t share a password in this conversation.
Onboarding pack · Request accessSam · New colleagueShould I contact HR or IT?
Archie
In this onboarding pack, your HR contact is the first point of contact. Explain that you’re starting on Monday and still don’t have access. HR will coordinate the next step with IT.
Contact route for new employeesWhat happens behind the conversation
No access? There’s still a clear route.
- Respect the access boundaryStarting a conversation does not provide access to personal data or other systems.
- Use the agreed routeShow who can be contacted and what information is needed to address the issue.
- Don’t promise a completed actionAn explanation of access is not a created account. The responsible colleague confirms the solution.
ArchieAnswer & next step
ExampleSam · New colleagueMy start date is moving back by a week. Will the checklist be adjusted?
Archie
I can’t confirm that change yet. Ask HR to record the new start date. Then it must also be checked what this means for your appointments, access and tasks.
Onboarding procedure · Changed start dateSam · New colleagueWhat’s the best thing to pass on now?
Archie
Share the proposed start date and the arrangements already made via your HR contact route. HR will confirm the change and coordinate the schedule with your manager and IT.
HR reviews and confirms the changeWhat happens behind the conversation
A different start date requires coordination.
- Check what has been confirmedDistinguish between a proposed date and the date in the leading system.
- Bring the consequences togetherA different date may affect introductions, resources and system access.
- Let the right owner decideHR and the teams involved confirm the change. Any workflow follows your agreed arrangements.
Illustrative conversations with fictional data and example arrangements. Personal status and actions require appropriate access, integrations and configured processes.
What Archie supports during onboarding
From explanation to targeted follow-up.
Start with the information new employees need. Add progress and actions where the setup supports this.
01 · Your knowledge
The right explanation for this new employee.
Make clear where someone is expected, what they need to bring and who can be contacted. Archie uses the starting information that matches the role, location and start date.
Needed: up-to-date onboarding pack, checklist and contact routes.
Your first day at workExample
Where do I report?Location & reception
What should I bring?According to your onboarding pack
Who can help me further?Buddy & HR contact
Aligned with your process and available information.
02 · Permitted data
See what still needs attention.
With a connected task registration system, Archie can explain what is planned, requested or still open. A missing confirmation remains visible as an open item.
Required: task registration system, appropriate permissions and up-to-date status data.
Your preparationExample
IntroductionScheduled
LaptopRequested
Contact detailsStill to check
Aligned with your process and available information.
03 · Configured workflow
An open item routed to the right owner.
Once the integration and workflow are configured, Archie can support a follow-up step. For example, forwarding a missing resource to IT, with your checks and confirmation.
Required: connected process, owner and feedback on the action.
From question to follow-upExample
1. Gather contextWhat is missing?
2. Agreed checkMay this step be taken?
3. FeedbackOnly confirmed after a system response
Aligned with your process and available information.
What’s needed
Your sources remain leading.
The starting information, personal progress and a completed action come from different sources. Configure what Archie may use for each step.
ApplicationWhat do you connect?What do you agree on?
01Starting information
Starter pack, checklist per role or location, and contact details of the teams involved.
HR assigns an owner who keeps the content up to date.
02Personal status
The task registration system and only the data needed for this employee.
Check access; do not fill in an unknown status.
03A follow-up step
An available integration, a configured workflow and a team responsible for the follow-up.
Only report success after confirmation from the connected system.
Also in your familiar work environment.
Archie in TeamsArchie is available in Microsoft Teams. Access for starters and permissions for HR data are configured separately.
When things go differently
The personal start remains personal.
A buddy helps someone settle in. A manager discusses expectations. HR assesses an unusual situation. Archie supports the administrative work and makes clear who takes the next step.
This is how Archie keeps things clear
“I can see that your laptop has been requested. I cannot yet confirm whether it is ready.”
State what is known
The request is registered. A ready notification is missing.
Provide the right contact route
Follow the route to IT or the HR contact person listed in your starter pack.
Have the owner confirm
IT confirms when the laptop is available. Until then, the status remains open.
Start small. Expand with purpose.
Start with one group of starters.
Choose one location or role and one checklist. Make it genuinely useful before adding more statuses or actions.
Complete the basics
Collect the recurring onboarding questions. Check the answers, contacts and ownership of the sources.
Test the normal and exceptional routes
Also try a missing task status, no access and a changed start date. Check whether the handover is clear.
Decide based on practice
See which questions keep coming back to HR and which tasks remain open. Only then choose the next expansion.
Discuss your onboardingOne group. One checklist. A clear beginning.
Good to knowYour onboarding questions.
Your onboarding questions.
Clearly answered.
From onboarding information to personal progress. Here’s what you need to know before you begin.
What does the Joiner Agent do in onboarding?
The Joiner Agent is Archie’s HR agent for new employees. It helps them find and understand onboarding information and steps. With the right integrations, it can also provide personal task status or support with follow-up.
Can we get started without system integrations?
Yes. Start with explanations based on your managed onboarding package and checklist. Personal task status or actions in other systems require additional access, integrations and configuration.
Can a new colleague already use Archie before their first working day?
That depends on the channel and access you make available. Establish in advance how a new starter logs in, what information they may see and who can help if an account is not working yet. Access to an HR system is not automatically arranged.
Can Archie show personal onboarding tasks?
When task tracking is connected and the employee is authorized to use it, Archie can use the available status data. Task tracking remains the source of truth. A task is not described as completed without confirmation.
Does Archie automatically request laptops or accounts?
That is not a standard result of answering an onboarding question. Executing a request requires a configured workflow, a suitable integration and agreed controls. For each process, you determine which actions are permitted and who confirms them.
What happens if the start date or location changes?
Archie can explain which route the employee should follow. HR and the teams involved confirm the change and its impact on planning. A connected workflow can support this if it has been configured for that purpose.
Does Archie replace a buddy or guidance from HR?
No. Archie supports recurring questions and administrative tasks. The buddy, manager and HR remain responsible for personal guidance, expectations and exceptions.
What do we need for an initial implementation?
A defined group of new starters, their onboarding information and checklist, a content owner and a contact route to HR. For personal status or actions, also add the necessary systems, permissions and process agreements.
From your onboarding package to your ArchieGive new colleagues confidence.
Give new colleagues confidence.
Start with their first question.
Bring your checklist and a recurring onboarding question. Together, we’ll explore what Archie can support and what is needed for it.
