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How Do We Onboard New Starters When None of Our Processes Are Written Down?

Onboarding new staff with no written process means weeks of shadowing and repeated questions. SpiderHunts builds guided onboarding and a searchable guide.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

Onboarding depends on shadowing because the know-how was never captured, and the setup tasks (accounts, equipment, training) are chased by memory. We automate the setup checklist across your systems, capture key processes from real work, and give new starters an internal assistant that answers from your own documents with links to the source.

A new starter's first weeks

The new starter arrives. Their laptop is not ready, one system login has not been set up, and nobody told the person they are shadowing that they were starting today. They spend the first morning reading the staff handbook, which covers holidays and fire exits but not how the work is done.

For the next few weeks they sit next to someone experienced and ask questions. The experienced person answers patiently, but their own work slows. Different colleagues teach slightly different ways of doing the same thing. Some things only come up once a month, so they are missed entirely until they go wrong.

Why every new starter starts from zero

Onboarding is really two problems, and businesses often only notice one.

The first is setup: accounts in Microsoft 365 or Google Workspace, access to the CRM and accounts package, equipment, payroll details, contracts, mandatory training. It is a checklist, but it is usually held in one person's head or an old email, so steps get missed and nobody notices until the new starter needs something.

The second is know-how: how the work is actually done here. That knowledge was never written down, because the people who have it are busy and writing procedures from memory is hard. So each new starter learns it the only way available, by interrupting someone.

What informal onboarding costs

ProblemEffect
Accounts and equipment not readyLost days, poor first impression
Learning by shadowing onlyExperienced staff interrupted for weeks
Inconsistent teachingDifferent habits and errors spread
Rare tasks never coveredMistakes the first time they come up
Access not removed for leaversA security gap nobody is watching

The last row belongs here because it is the same checklist in reverse. If starting is informal, leaving usually is too.

How SpiderHunts builds onboarding that runs itself

  1. List every setup task for a new starter by role, with the people responsible, and turn it into an automated workflow triggered when HR adds the new starter in your HR system or a simple form.
  2. Create user accounts automatically where systems allow, through Microsoft 365, Google Workspace and other APIs, and assign tasks to people for the steps that cannot be automated, such as ordering equipment.
  3. Capture the key processes for each role from real work, using screen recordings and short interviews turned into draft procedures that the experienced staff then correct.
  4. Organise those procedures into a role-based onboarding path: what to learn in the first days, what later, with small checks along the way.
  5. Add an internal assistant built on a large language model that answers questions from your own procedures and documents only, shows which document the answer came from, and says so when it does not know.
  6. Run the same workflow in reverse for leavers, so access is removed across systems.

The assistant is not there to replace the colleague who shows the new starter the ropes. It takes the repeated, look-up-able questions off that colleague, so their time goes on the things that need a person.

A first week that is ready for them

New starters arrive to working accounts and a clear path. They can look things up before asking, and when they do ask, it is about judgement rather than 'where do I find the form'. Experienced staff get interrupted less, and everyone learns the same way of doing things.

Managers get a view they did not have before: every new starter's setup tasks, which are done and which are late, and which questions the assistant is being asked most often. Those questions are a useful map of where your documentation is thin.

Because the procedures now exist, they also help people who are not new: cover for holidays, a refresher before a rare task, or a check on how something should be done. And when a process changes, the procedure and the assistant's answers change with it.

Is this how people join your team?

  • New starters regularly arrive before their accounts or equipment are ready.
  • Training is mostly shadowing an experienced colleague.
  • Your handbook covers policies but not how the work is done.
  • Different people teach the same task differently.
  • You are not certain leavers' access has been removed everywhere.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

Still have a question?

Ask us directly — a senior engineer will get back to you.

Ask about your project

Do we need an HR system for this?

No. If you have one with an API, we trigger from it. If not, a simple new starter form kicks off the same workflow.

What if the assistant gives a wrong answer?

It answers only from your documents and shows the source, so the new starter can check. Questions it cannot answer are logged, which shows you what still needs writing down.

Is our internal information safe with an AI assistant?

We use providers and settings that do not train on your data, and the assistant respects the same access permissions as your document storage.

How much documentation do we need to start?

Very little. We capture the core processes as part of the work, starting with the roles you hire for most often.

Keep reading

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