Staged onboarding flows with role branches,
uploads, and approvals.
Real onboarding is several handoffs — legal docs to sign, equipment requests, payroll setup, role-specific training, and account provisioning. Describe the role and Dashform builds it as a sequence where each step gates on the last, role branches show only relevant questions, and approvers are notified the moment a step lands in their queue.
Onboarding is a workflow, not a single form.
Treating onboarding as a single form hands the new hire one giant page on day one. They fill 60%, and IT discovers two weeks later that no laptop preference was ever selected.
Without role-specific paths, engineers and designers see the same generic fields — nobody gets the GitHub handle prompt or the Figma seat request at the right moment.
When steps don't gate and approvers aren't notified, the work of tracking who's stuck where lands entirely on whoever runs onboarding.
From one prompt to a routed onboarding flow.
Describe the team, role, and required steps; Dashform drafts the sections, logic, validations, and approvals. You add branding and publish.
- 01Describe your onboarding workflow
Specify the team, role, and required steps in plain language — one sentence is enough to start.
- 02AI drafts the form and routing
Sequenced sections, gating logic, validations, and approvals are generated instantly, with role-specific branches showing only the relevant questions.
- 03Review and add branding
Add branding and policy files, then tune copy and the order of steps until the flow matches how your team actually onboards.
- 04Publish and share
Share links or embeds; the new hire sees a progress bar while the onboarding manager sees a kanban-style view of where everyone is stuck.
A tracked sequence, not a wall of fields.
The full staged onboarding — sections, gating, approvals — is generated and editable in minutes instead of a day of form-building.
The new hire sees a progress bar and the manager sees who's stuck where, so missing data gets caught the same day instead of two weeks later.
Full-time hires, vendor activation, bootcamp cohorts, high-touch B2B customer onboarding, and clinical credentialing — the stages repeat, the content changes.
Everything staged onboarding needs.
Conditional steps across HR, IT, and Security, with role-specific branches so each new hire sees only the questions that apply to them.
Secure file uploads and e-signature blocks for legal docs, generated as part of the flow and ready to collect.
Each step gates on the previous one and notifies approvers the moment work lands in their queue, with fully editable validations and logic.
A branded onboarding experience with completion-optimized share cards, routing responses to external tools and triggering team notifications.
Frequently asked questions
Launch your AI onboarding form in seconds.
Let AI handle the first-draft structure — branches, gating, approvals — while you keep full control over every edit. No code required.
Free plan stays free · no card · no chatbot to babysit