Generic onboarding checklists are wrong for almost every hire.
An L1 support agent needs different tasks from an L2 engineer. A CSM's first 30 days look nothing like an ops lead's. Initium builds the task list for the specific role — not a one-size-fits-all template.
What role-specific looks like in practice.
These are examples of the kinds of tasks Initium generates for specific roles — grounded in what that function actually requires to reach readiness.
L1 Support Agent
- Set up Zendesk agent profile and queue assignments
- Shadow 20 tickets before handling independently
- Complete SLA tier training for response time standards
- Review top 10 macro templates with team lead
- Handle first 5 tickets with manager review
Sample tasks — actual plans are generated from your specific role context.
Customer Success Manager
- Complete product certification (core features)
- Shadow 3 QBR calls before presenting
- Review success plan templates for assigned segment
- Audit inherited account health scores
- Conduct first customer check-in with manager present
Sample tasks — actual plans are generated from your specific role context.
Contact Center Agent
- Complete call handling protocol training
- Learn IVR routing structure and escalation paths
- Practice call handling on 10 simulated scenarios
- Familiarize with compliance and call recording rules
- Pass quality assurance evaluation before going live
Sample tasks — actual plans are generated from your specific role context.
Tasks matched to the tier
L1, L2, senior, lead — each level gets tasks appropriate to their scope and responsibility from day one.
Owner assignments built in
Every task is assigned to either the manager or the new hire. No ambiguity. No "someone should do this."
Editable before going live
Review and adjust the generated tasks before activating the plan. Add specifics, remove what doesn't apply, reorder as needed.
See the tasks Initium generates for your role.
Sign up free, enter the role, and see a complete task-level onboarding plan in under 60 seconds.
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