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Zea.Wit

Onboarding Specialist – Automated Beginnings for Teams & Clients

  • Start every relationship right. Make it faster, smoother, and smarter.
  • The Onboarding Specialist by URL Factory simplifies how you welcome new employees, clients, or partners. Through automation, it manages every step of the onboarding journey, from document collection and approvals to orientation and training. This is ensuring a consistent, compliant, and efficient start every single time.
  • Whether you’re growing your workforce or onboarding new clients, this tool ensures no detail is missed and no time is wasted.

Automated Document Collection

Request, receive, and verify documents without manual follow-ups.

Task Checklists

Track onboarding milestones for every new joiner or client.

Integrated Training Modules

Deliver learning content or orientation sessions automatically.

Approval Workflows

Route tasks to HR, IT, or management for quick validation.

Notifications & Reminders

Keep everyone aligned with automatic updates.

Key Features

Automated Document Collection

Request, receive, and verify documents without manual follow-ups.

Task Checklists

Track onboarding milestones for every new joiner or client.

Integrated Training Modules

Deliver learning content or orientation sessions automatically.

Approval Workflows

Route tasks to HR, IT, or management for quick validation.

Notifications & Reminders

Keep everyone aligned with automatic updates.

Key Features

Value / Benefits

40% Faster Onboarding

Automation eliminates back-and-forth delays.

Consistent Experience

Every new user follows the same structured journey.

Better Compliance

Ensure all forms, policies, and documents are properly tracked.

Seamless Integration

Works across HR, CRM, and workflow systems effortlessly.

Industry Applications

Automate employee joining processes and training assignments.

Streamline the onboarding of new accounts or customers.

Simplify student or course enrollment journeys.

Manage contracts, documents, and client setup efficiently.

Integration & Compatibility

  • The Onboarding Specialist syncs smoothly with ZEA CRM, Workflow Automation, and Password Vault to offer a unified onboarding experience. From new hire access setup to client portal creation, everything happens automatically with zero manual coordination.

Start your onboarding transformation today

Request a Demo

On-premise Version

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₹29,999/one time fee

On-premise Version

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$341/one time fee

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AMC

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₹4,999/year

  • version updates and
    support costing

AMC

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$59/year

  • version updates and
    support costing
Choose Package