Employee Onboarding

First impressions matter. Stop onboarding new hires in the middle of your active project workspace on day one.

ClientPress gives every new employee or contractor a dedicated onboarding portal on your domain — checklists, resources, contacts, and a direct line to HR or their manager — without dropping them into the middle of your active project workspace on day one.

Pricing Demo

The Problem With Onboarding in Your Existing Tools

Most small businesses and agencies onboard new hires the same way they manage projects — they add them to Asana, ClickUp, Basecamp, or Teams and hope they figure it out.

It technically works. But it’s not a great experience.

A new hire added to your project management tool on day one sees everything — active projects, internal conversations, tasks that have nothing to do with them. It’s overwhelming before they know who anyone is or what anything means. There’s no clear starting point. No “here’s what you need to do this week.” No single place that says “this is for you.”

And if you’re using a per-seat tool, you’re now paying for another seat the moment they start — even before they’ve produced anything.

ClientPress gives you a better option. Build a dedicated onboarding portal that exists separately from your active workspace. New hires get a clean, focused experience on day one. Your team doesn’t have to babysit the process.

Everything a New Hire Needs in One Place

  • Tasks Build a 30/60/90-day checklist and assign it to the new hire from day one. Tasks can include completing forms, watching training videos, scheduling meetings, reviewing policies, or anything else that’s part of your onboarding process. Progress bars show you where they are without having to ask.
  • Guides Write your onboarding documentation once — your company handbook, tool guides, team introductions, process overviews — and assign them to your onboarding portal category. Every new hire automatically sees the right documents from the moment they log in.
  • Files Share offer letters, signed agreements, policy documents, and training materials privately. Files are served through an authenticated link — no public URLs, no shared Drive folder that anyone with the link can access.
  • Discussion A private channel between the new hire and their manager or HR contact. New employees can ask questions without feeling like they’re interrupting a team channel or broadcasting their confusion to the whole company.
  • Tools & Links Build a curated list of every tool, resource, and link the new hire needs — their email setup guide, the HR portal, the employee handbook, the team org chart, the project management tool they’ll eventually live in. One tab, everything in one place.
  • Portal Overview A fully editable welcome page at the top of their portal. Write a personal welcome message, introduce the team, set expectations for week one. It takes five minutes and makes a real difference in how a new hire feels on day one.

Build It Once. Use It for Every Hire.

The best onboarding experience is a consistent one — every new hire goes through the same process, gets the same resources, and has the same clarity about what’s expected.

Portal templates let you define your standard onboarding setup once — task lists, tools, guides, welcome message — and apply it to every new hire’s portal in one click. You customize the name and the role-specific details. Everything else is already there.

When onboarding is complete, archive the portal or transition it into an ongoing employee hub for documents, performance reviews, and internal resources.

Keep Onboarding Separate From Active Work


There’s a reason you don’t hand a new employee the full set of office keys on their first day and tell them to figure it out. Onboarding works best when it’s structured, focused, and separate from the noise of active projects.

ClientPress onboarding portals exist independently of your internal project tools. New hires get a clear starting point that’s built for them — not a filtered view of your team’s active workspace. When they’re ready to join the main tools, they join them with context. The onboarding portal stays behind as a reference.

No Per-Seat Pricing. Onboard Everyone.


Full-time employees, part-time staff, long-term contractors, short-term freelancers or seasonal hires — everyone who joins your team deserves a proper onboarding experience. With a flat annual fee, you can build an onboarding portal for every new hire without adding a line item to your software budget every time you grow.

Per-seat onboarding tools charge you for the privilege of bringing someone new in. ClientPress doesn’t.

See How ClientPress Compares to Popular Project Management Systems

ClientPress Teams Basecamp ClickUp Asana
Pricing
Pricing model Flat annual fee Per user / mo Per user or flat $299/mo Per user / mo Per user / mo
Starting price Flat Fee $249/yr $6/user/mo $15/user/mo $7/user/mo $11/user/mo
Client & guest access
Unlimited client users included ✓ ✕ ✓ on Pro plan
($299/mo)		 Limited
+ extra charges		 Restricted
permissions
Guest setup complexity Simple invite Requires IT /
Azure admin		 Simple invite Simple invite Simple invite
Delivery & branding
Runs on your domain ✓ ✕ ✕ ✕ ✕
White-label ready ✓ ✕ ✕ ✕ ✕
Self-hosted / your data ✓ ✕ ✕ ✕ ✕
File & deliverable workflows
Private file delivery (no public URLs) ✓ ✕ ✕ ✕ ✕
Client approval workflow ✓ ✕ ✕ ✕ ✕
Revision tracking ✓ ✕ ✕ ✕ ✕

Frequently Asked Questions for Agencies

Yes. Build a separate portal template for each role type — one for designers, one for account managers, one for developers — and apply the right template when a new hire joins. Each template can have its own task lists, guides, and tools.

Yes. Assign any WordPress user to a portal. The hiring manager, an HR contact, or a team lead can all be added so they can monitor progress and respond to questions.

Archive it to remove the employee’s access while preserving the content, or keep it active and transition it into an ongoing employee resource hub for HR documents and reference materials.

Yes — and it’s particularly useful for contractors since they typically shouldn’t be added to your full internal workspace. A dedicated portal gives them exactly what they need for the engagement without broader access.

Yes. Enable file uploads on the portal and new hires can submit signed documents, ID verification, or any other required paperwork directly through their portal. You can require admin approval before a submitted file is marked as received.

No. They receive a branded invitation email, click a link, set a password, and land directly in their onboarding portal. The interface is clean and simple — there’s nothing to configure and no learning curve.

No. ClientPress installs and configures entirely through the WordPress admin. No code required.

We offer a 14-day money-back guarantee. If ClientPress isn’t the right fit, email us within 14 days of purchase for a full refund.

ClientPress.io

Not Sure If It Fits?

If you deliver work to people outside your organization and you want that experience to happen on your terms, at your domain, under your brand — ClientPress is probably worth a look. Try the demo or contact us if you want to talk through your specific use case.

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