Onboarding, Tasks & Projects
Take new hires from offer to day one — onboarding paperwork, direct deposit, and compliance docs — plus task and project management that eliminates dropped handoffs.
The candidate said yes. Now don't drop them: ATS Mako is recruiting onboarding software that turns offer letters into onboarded employees, no handoff left behind.
Onboarding, Tasks & Projects is the part of ATS Mako that carries a hire from accepted offer to active employee, and keeps your whole desk moving while it does. As recruiting onboarding software, it handles new hire paperwork, direct deposit, and compliance docs in one place, then layers task and project management on top so every step is assigned, deadlined, and tracked in real time. Made a hire too soon? Revert an employee back to applicant in a click and keep the pipeline clean.
Why recruiters care
- From first touch to offer letter to onboarded, all in one platform, so you stop chasing forms and start filling the next req.
- Assign onboarding tasks to a person or a team, set the deadline, set the priority, and let the system nag instead of you.
- Less manual follow-up means more interviews booked. Designed for recruiters, not administrators.
- Misfire on a hire? Revert them back to applicant and re-pitch the next role without losing their history.
Why HR leaders care
- Real-time progress on every onboard, so you see exactly who's stuck, who's done, and what's about to slip.
- One repeatable workflow means consistent paperwork, direct deposit, and compliance docs across every hire, every recruiter, every office.
- Projects and tasks roll up into accountability you can actually report on. Stop guessing. Start knowing.
- Every form, portal, and touchpoint wears your brand. Your logo. Your colors. Your domain.
From busywork to a hiring engine.
The old way
- The offer's signed, then the new hire vanishes into a black hole of emailed PDFs and forgotten direct deposit forms.
- Onboarding tasks live in someone's head, a spreadsheet, and three Slack threads, so steps get dropped and nobody knows whose fault it is.
- Compliance docs trickle in late, and you find out a hire fell through only after they ghost day one.
With ATS Mako
- Paperwork, direct deposit, and compliance docs run on one tracked workflow, from first touch to offer letter to onboarded.
- Every step is assigned to a person or team with a deadline and a priority, so handoffs stop falling through the cracks.
- Real-time progress shows every onboard at a glance, and a bad hire reverts to applicant before they cost you the day-one scramble.
Everything in Onboarding, Tasks & Projects.
Onboarding paperwork, handled
Collect new hire paperwork, direct deposit, and compliance docs in one workflow. No scattered PDFs, no chasing signatures across five inboxes.
Assign to a person or a team
Hand every onboarding step to an individual or a whole team. Everyone knows who owns what, so nothing sits in no-man's-land.
Deadlines and priorities that bite
Set due dates and priority levels on every task. Set the trigger. We handle the rest, so the system follows up instead of you.
Real-time progress, zero guessing
Watch every onboard and project move in real time. See what's done, what's stuck, and what's about to slip before it does.
One platform, your brand
Onboarding lives inside the same platform as your sourcing, messaging, and pipeline, all wearing your logo, your colors, your domain.
New-hire form generation
Generate the required new-hire forms, like W-4 and I-9, right inside onboarding, so the paperwork builds itself instead of clogging your inbox.
Fillable, custom onboarding steps
Build unlimited onboarding steps with per-step file upload and validation, tailored to every office, so each desk runs its own playbook.
Applicant-to-employee conversion
Convert a hire into an employee record in a click, and revert back to applicant whenever you need, for total flexibility and zero lost history.
Related features
Onboarding, Tasks & Projects FAQ
What makes this recruiting onboarding software instead of generic HR onboarding software?
It's built into the same platform where you source, message, and move candidates, so a hire flows from offer letter to onboarded without leaving the system. Recruiters drive it, not a separate HR tool, and a hire that doesn't work out reverts straight back to applicant.
What can new hires complete during onboarding?
New hire onboarding workflows in ATS Mako cover paperwork, direct deposit, and compliance docs in one place. You assign each step, set a deadline and priority, and track completion in real time so nothing gets dropped.
Can I assign onboarding tasks to a whole team, not just one person?
Yes. Recruiting task management lets you assign any task or project to an individual or a team, with deadlines and priorities, so ownership is always clear and handoffs never fall through the cracks.
What happens if a hire falls through after onboarding starts?
Revert the employee back to applicant in a click. Their record and history stay intact, your pipeline stays clean, and you can re-engage them for the next role instead of starting over.
Does onboarding stay on my brand?
Yes. As a fully white-label platform, every onboarding touchpoint carries your logo, your colors, and your domain. Update once, deploy everywhere, so candidates and new hires only ever see your brand.
Can I generate new-hire forms and build my own onboarding steps?
Yes. ATS Mako generates the required new-hire forms, like W-4 and I-9, as part of onboarding, and you can build unlimited custom steps with per-step file upload and validation. Tailor the flow per office so every desk runs onboarding its own way.
Build a faster, smarter hiring engine.
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