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HR · Onboarding
Employee Onboarding
Setting up a new hire's accounts, tools, and access permissions on day one.
See what StepGrab creates — professional Standard Operating Procedures, onboarding guides, and tutorials made on a real Mac. Use them as inspiration, or create your own in minutes.
A Standard Operating Procedure (SOP) is a documented, step-by-step guide that explains exactly how to complete a specific task or process. SOPs are used in business to ensure consistency, reduce errors, and make it easy to onboard new team members.
Writing SOPs manually is tedious — screenshots have to be taken one by one, annotated in an image editor, and assembled into a document. StepGrab automates the entire process: just click through the workflow on your Mac and the annotated guide is generated for you.
Setting up a new hire's accounts, tools, and access permissions on day one.
Processing a customer refund end-to-end — from ticket creation to confirmation email.
Reporting software bugs with annotated screenshots — ready to paste into Jira or GitHub.
Standardize how your team logs deals, contacts, and activities in your CRM.
Walk new users through any internal tool or SaaS product — step by step.
Setting up a new workstation, installing software, and granting system access.
Disable accounts, collect devices, and document every handoff when someone leaves the company.
Review, approve, and provision internal tool access without missing audit steps.
Capture how invoices are checked, approved, coded, and handed off for payment.
Standardize kickoff, account setup, and first-delivery steps for every new customer.
Document repeatable pre-release checks, expected outcomes, and bug escalation steps.
Show exactly how support or ops teams update internal help articles and publish changes.
Walk through recurring reporting steps so month-end numbers are prepared the same way every time.
Create a reusable SOP for adding new suppliers, collecting data, and completing approval checks.
Standardize how your team reviews, comments on, and signs off documents in Microsoft Word on Mac.
Show the exact steps for updating spreadsheets, checking formulas, and exporting reports in Excel.
Document how to configure signatures, folders, and email rules in Outlook for Mac.
Capture the repeatable steps for creating, configuring, and sharing Teams meetings with the right settings.
Create a support-ready SOP for clearing cache, cookies, and saved browser state in Chrome on Mac.
Document how new team members are invited, tagged, and oriented inside the right Slack channels.
Show how to schedule a Zoom meeting, configure options, and send the correct invite details every time.
Standardize how forms are opened, filled, signed, and exported as PDFs in Adobe Acrobat.
Capture the exact steps for creating leads, assigning owners, and logging follow-up activity in Salesforce.
Turn your bug reporting process in Jira into a repeatable example with required fields and evidence.
Document how contacts, lifecycle stages, notes, and ownership are maintained in HubSpot.
Show support or ops teams how to process refunds, restock items, and confirm outcomes in Shopify.
Run Word — or any app — in a different language than the rest of your Mac.
Make Chrome, Firefox, or any browser open your links by default.
Stop cluttering your Desktop — pick any folder, no Terminal needed.
Connect a network or USB printer via System Settings.
Grant an app Screen Recording access in Privacy & Security.
Automatic replies for internal and external senders.
Set up and assign signatures per account.
Add selectable options to cells with Data Validation.
Blur or replace your video background — before or during a meeting.
Download the Microsoft 365 suite — Word, Excel, PowerPoint, Outlook — from the Mac App Store.
Connect a Gmail, Exchange, or IMAP account to Outlook for Mac — step by step.
Set up a custom domain email address (e.g. [email protected]) in Apple Mail via Internet Accounts.
A well-written SOP reduces errors, speeds up onboarding, and keeps your team aligned — regardless of who is doing the task. Here is a simple framework for creating one from scratch.
Decide exactly what one task the SOP covers. SOPs work best when they are narrow and specific — "How to add a new customer in the CRM" is better than "How to use the CRM."
The fastest way to create an SOP is to screen-record yourself actually completing the task. Tools like StepGrab capture every click as a numbered, annotated screenshot automatically — so you don't need to write a single word while you work.
Each step should start with a verb: Click, Select, Enter, Open, Navigate to. Keep steps short — one action per step. StepGrab auto-generates a step description for every click, which you can then refine.
Include a short note if a step is easy to get wrong, or if there are edge cases the reader should know about. A short caution note goes a long way.
A good SOP is only useful if people can find and read it. Export your guide as a PDF to embed in Notion, Confluence, or Google Docs — or as an MP4 for video training platforms. StepGrab exports all three formats (PDF, GIF, MP4) from the same recording.
Click through a workflow. StepGrab does the rest — screenshots, arrows, numbered steps.
Download free on the Mac App Store