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Onboard new hires

Give every new hire a buddy, an introduction, check-ins through their first 90 days and nudges for their manager.

Workspace administrators, new hires and buddies

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Have your agent do thisPaste the prompt into Claude Code, Cursor or another agent. It follows this guide over MCP and asks before it changes anything others will see.Show the prompt
Help me with "Onboard new hires" in my Shuffl workspace.

1. Read the guide: https://shuffl-rebuild.vercel.app/docs/markdown/onboarding
2. Add Shuffl's MCP server: https://shuffl-rebuild.vercel.app/api/mcp
   Claude Code: claude mcp add --transport http shuffl https://shuffl-rebuild.vercel.app/api/mcp
   When the browser opens, choose my workspace and allow the access the guide needs.
3. Work through the steps in order: Create an onboarding program; Enroll hires and approve their messages. Do what you can over MCP and tell me which steps only I can do in the browser or in Slack.

Show me what you will change and who it affects, and wait for my yes before publishing, inviting or sending anything.

App links open your signed-in workspace. Check the selected workspace before making changes.

Create an onboarding program

  1. In Manage, open Onboarding and choose New onboarding program. Start from a template such as New hire onboarding, Remote new hires, New managers or Interns and early career, or ask Mello in Chat to draft one.
  2. Name the program, choose the accountable HR responder, the local send time and the default time zone. Set how many days before or after the start date each message goes out.
  3. Edit the three messages: a buddy invitation to the buddy, an introduction to the hire and buddy together, and a help check-in to the hire. Use {{hire}} and {{buddy}}; the preview shows the result.
  4. Choose Start program, or Save draft to finish later. Programs shows each program with its state, and Insights shows hires in progress, buddy acceptance and check-ins answered.
An onboarding program page in Manage: a table of enrolled hires with their start date, buddy, the three messages and their state, plus Enroll people and Review and approve messages buttons and the message templates below.
Each hire has three messages with dates. Nothing goes out until you approve them exactly as shown.

Enroll hires and approve their messages

  1. Choose Enroll people and pick hires from People, or upload a CSV with their emails, start dates, time zones and buddies. You can also start onboarding from a person’s details sheet in People.
  2. Choose a buddy for each hire, or leave it empty and let the hire ask someone. The buddy accepts or declines in Shuffl.
  3. Choose Review and approve messages. Read each message with its date, tick that you reviewed them exactly as shown, and approve. Changing a date, a buddy or a message sends that hire back for approval.
  4. Messages go out in the hire’s own time zone, in Slack. A hire or buddy without a linked Slack account waits until they have one.

Buddies and check-ins

A new hire sees Your onboarding on Home. If no buddy was chosen, Find me a buddy asks Mello to suggest coworkers who fit, and the hire can ask one of them. The coworker gets the ask in Slack and answers Say yes or Not now in Shuffl.

A buddy who is invited sees Be {hire}’s onboarding buddy? with Accept and Decline. Buddies appear on the hire’s profile and on Home under New hires, and both can use Schedule time to book a first call.

At the check-in the hire answers All good or I need help. I need help opens a reviewed message to HR, like any other HR request, so the accountable responder hears about it.

Buddy invitationThe buddy you picked, privately · Days before the hire starts, after you approve it

ShufflAPP

@Jonah Whitfield
Would you be Mei Lin Zhou’s onboarding buddy?Mei Lin Zhou joins on Monday, October 5, 2026. A buddy answers the everyday questions and helps a new colleague feel at home.
Will you be their buddy?Accept or decline in Shuffl.
Respond
Buddy introductionThe new hire and their buddy · On the start date

ShufflAPP

@Mei Lin Zhou, @Jonah Whitfield
Meet your onboarding buddyMei Lin Zhou starts on Monday, October 5, 2026. Jonah Whitfield is their buddy for the first weeks.Find 30 minutes together this week to say hello.
Pick a time with your buddyConnect your calendar or choose a time together.
Pick a time
Mei Lin Zhou💼 Analyst, Finance🌱 New here✨ Into cycling, board games
View profile
Jonah Whitfield💼 Senior accountant, Finance🌱 2 years here🛠️ Working on the year-end close💬 Ask me about our tools, lunch spots
View profile
Check-inThe new hire, privately · A couple of weeks after they start

ShufflAPP

@Mei Lin Zhou
How is your first stretch going, Mei Lin Zhou?If anything is stuck, like access, tools or expectations, say so and HR follows up with you directly.
How is it going?Answer “All good” or “I need help” in Shuffl.
Answer

The first 90 days

Every hire you approve in an onboarding program gets a first 90 days on top of the program’s own messages. Open Onboarding in Manage and choose First 90 days to change or turn off either part.

Manager check-ins: the hire’s manager in People gets a private Slack nudge each week (or every other week) through the first 12 weeks, suggesting 15 minutes together and a few questions to ask. Find a time opens the times you’re both free, if they’ve connected a calendar. They can press Booked it, Skip this week or Stop these nudges.

New hire check-ins: on day 30, 60 and 90 the hire gets a short check-in with the New hire experience questions, and on day 90 one open question: what should we fix before the next person starts? With Day 30, 60, 90 and one year, they also get a thank-you and one question on their first anniversary. Answer opens the questions as a short form right in Slack. The same check-in is in Your onboarding too, for anyone who’d rather answer there or doesn’t use Slack.

What new hires said shows the share who agreed with each question, and the open answers, only once at least as many hires as your Pulse reporting floor (7 or more) have answered that check-in. Answers are stored without names or times, so nobody, managers included, can see one person’s answers. Each person can turn their own nudges or check-ins off in Settings, Notifications.

Manager check-in nudgeThe new hire’s manager, privately · Once a week through the hire’s first 12 weeks, unless HR turns it off

ShufflAPP

🗓️ 15 minutes with @Mei Lin Zhou this week?
@Mei Lin Zhou is in week 3 of 12. A short one-to-one each week through the first three months helps a new hire settle in, and makes it easy to say early when something isn’t working.
Worth asking• What has been harder than you expected?• Who haven’t you met yet that you should?• Is anything in your way right now?
Booked itFind a timeSkip this weekStop these nudges
Only you can see this. I nudge once a week through a new hire’s first 12 weeks. Change how often
30, 60 and 90-day check-inThe new hire, privately · On day 30, 60 and 90, unless HR turns it off

ShufflAPP

👋 Your 30-day check-in
You’ve been here a month. Four quick questions about your start, about a minute in all.
Your answers are confidential. HR sees them only combined with other new hires’ answers, never on their own, and your manager doesn’t see them.
AnswerNot nowStop these check-ins
Only you can see this. It stays open for 30 days. Answer in Shuffl instead
First anniversaryThe person, privately · On their first anniversary, when HR keeps the one-year option

ShufflAPP

🎉 One year with us
Happy first anniversary, and thank you for the year. One question to mark it, and one more if you have a minute.
Your answers are confidential. HR sees them only combined with other new hires’ answers, never on their own, and your manager doesn’t see them.
AnswerNot nowStop these check-ins
Only you can see this. It stays open for 30 days. Answer in Shuffl instead
Onboarding’s First 90 days tab in Manage: Manager check-ins and New hire check-ins settings cards side by side, then What new hires said with answer rates and a card for day 30, 60, 90 and one year.
Both are on for every hire you onboard. Answers show only combined, once enough hires have answered.