Features

Powerful features to
transform your onboarding.

Upboard eliminates the administrative busywork from employee onboarding, giving HR teams the time and insight to focus on what matters most: building meaningful connections that drive engagement and retention.

Onboard Journeys for Automation

Start with expert-built onboarding journeys and communication templates or design your own from scratch. Create an onboarding experience that supports your organization's culture and unique brand voice.

Customizable journey templates
Journey Builder
Culture & brand-aligned paths
Template Active
PHASE 1 • PRE-BOARDING Ready ✓
Culture Intro & Team Welcome Video
Automated brand sequence
PHASE 2 • FIRST 30 DAYS Configured
Role Milestones & Buddy Pairing
Automated manager checklist
PHASE 3 • 60-90 DAYS Scheduled
Autonomy Review & Pulse Survey
Full integration check

Automated Email Sequences

Schedule and deliver personalized emails at the exact right milestone. Automate welcome sequences, first-day agendas, and buddy intros so every stakeholder stays perfectly aligned without manual reminders.

Timed email sequences & templates
Email Sequence Engine
Automated multi-recipient triggers
Active
DAY -7 (PRE-BOARDING) Dispatched ✓
Welcome Packet & First Week Overview
Sent to new hire personal email
DAY 1 (ARRIVAL) Scheduled 9:00 AM
Day 1 Itinerary & Team Meeting Links
Sent to new hire work email
DAY 14 (CHECK-IN) Queued
Manager 1:1 Review Reminder
Sent to hiring manager

Automated SMS Messaging

Reach new hires on their own devices with personalized messages that build excitement and ensure they never miss an important update.

Mobile SMS automation
From Upboard

"Hi Alex! 🎉 We can't wait for your first day at Upboard on Monday. Here's your parking pass & check-in guide: upb.to/pass"

Automated SMS • Day -3

"Got it, thank you! Super excited to meet the team!"

Alex Rivera • Delivered

"Good morning Alex! 👋 Your buddy Sarah is meeting you in the lobby at 9:00 AM today. Welcome aboard!"

Automated SMS • Day 1, 8:15 AM

Custom Survey Builder

Create and customize your own onboarding surveys effortlessly. Embed pulse checks at 30, 60, and 90-day milestones, monitor sentiment across departments, and automatically route results with recommended action plans to managers.

Create custom surveys
Custom Survey Builder
30 / 60 / 90 day milestone automation
Q1 • How supported do you feel by your onboarding buddy?
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Stay Connected to Outcomes

Understand how new hires are settling in — track participation, uncover early retention risks, and use real-time reporting to guide managers and improve the onboarding experience.

Real-time retention & reporting
Outcome Intelligence
Real-time retention telemetry
Live Data
Participation Rate
96.4%
↑ 8% vs avg
Early Risk Index
Low
0 flagged alerts
MANAGER GUIDANCE Action Dispatched

Sarah's Day-30 survey scored 9.2/10. Recommended: Schedule 1:1 project goal alignment.

MCP & Developer APIs

Bring Upboard into your engineering stack and AI workflows. Use our Model Context Protocol (MCP) server so AI agents can query new hire status, trigger onboarding sequences, and coordinate buddy check-ins. Programmatic REST APIs and webhooks give you complete automation flexibility.

Model Context Protocol & REST APIs
Model Context Protocol
AI agent tools & REST APIs
Active ✓
MCP Tools Ready
tool assign_journey(emp_id, track)
tool get_onboarding_status(emp_id)
tool schedule_buddy_coffee(emp_id)
POST /v1/webhooks/journey-sync
200 OK
Get Started Today

Ready to automate your onboarding?

Turn admin work into high-impact human moments. Book a demo today to see Upboard in action.

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