Everything it takes to onboard and run your team - in one place.
Capture how you work, control what each person sees, handle the paperwork, and keep your hire moving without becoming their full-time help desk. A built-in guided tour shows everyone around on day one.
Record it, import it, or type it. Get a real procedure.
Record the task while you talk through it, import a PDF or Google Doc you already have, start from a template, or just type a few notes. teamhatcher turns any of it into a clean, ordered SOP with a purpose, when-to-do-it, the tools involved, and common mistakes. You review and publish; you never start from a blank page.
- Works from a screen recording, a voice note, an existing doc, or notes
- A library of starter templates for common tasks
- Auto-categorized and tagged, and you always review before sharing
Process a customer refund
When a customer emails asking for a refund within 30 days.
- 1
Open the order in Shopify and confirm the purchase date.
- 2
Click Refund, enter the amount, and leave the reason note.
- 3
Reply to the customer from the support inbox to confirm.
Screenshots your team can scan - never a video to sit through.
teamhatcher looks at what's actually on screen in your recording and pins the most relevant screenshot to each step - so “click Refund” shows exactly where. The result is a doc your team can skim, search, and jump straight to the step they need, never a video they have to scrub through. When the process changes, re-record it and teamhatcher updates the existing SOP in place - and it nudges you to review anything that's gone untouched for six months, so your docs never quietly drift out of date.
- Scannable and searchable, unlike a video
- The right screenshot pinned to each step, automatically
- Re-record the task and AI updates the existing SOP in place
- Flags SOPs unreviewed for 6 months - with email reminders to refresh them
- Your team can flag anything out of date, so nothing goes stale
2. Click Refund and enter the amount.
Each hire sees only what's theirs.
Create job roles like Virtual Assistant or Bookkeeper, and tag every SOP with the roles that should see it. A hire's home shows exactly their procedures - never the whole company playbook.
- Tag SOPs and checklists by role
- Pin company quick links (SharePoint, HelpScout) to each hire's home, by role
- Content stays private until a hire holds the right role
Who can see this SOP
Offer letters signed before day one.
Send a pre-filled offer letter with the click of a button, collect a legally-binding e-signature, and gate onboarding content until required paperwork is signed. It all happens inside teamhatcher, branded as you.
- Auto-filled from your company profile
- Legally-binding e-signatures
- Access stays locked until required docs are signed
Sent to alex@example.com
Your hire's questions, answered - from your docs.
Instead of interrupting you, a hire asks a plain-language question and gets an answer drawn only from the SOPs their role is allowed to see, with links to the source. Semantic search finds the right procedure even when they don't use the exact words - and if it's not in your docs, it says so, no made-up answers.
- Semantic search - matches meaning, not just keywords
- Scoped to what each hire is allowed to see
- Cites the SOPs it used so they can dig deeper
Clock in, clock out, done right.
Hires set their time zone and clock in and out with a live timer, or log hours by hand. You get today and this-week totals per person and can see who's on the clock right now - an informal log kept simple.
- Live timer with proper per-person time zones
- Manual entries and edits for corrections
- See who's working now and weekly totals at a glance
Know where every hire stands.
Hires mark SOPs complete as they go, and their questions land on your dashboard with a notification. See onboarding progress per person and answer questions in a click - by email and in-app.
- Per-hire onboarding progress
- Questions notify you on the dashboard and by email
- Answers reach your hire instantly
Team onboarding progress
Chat with your team, right where the work lives.
A built-in, Teams-style messenger so you stop chasing people across texts and email. Direct messages, group threads, and channels for the whole company and each role - created and kept in sync automatically as people join and change roles. See who's online, watch messages arrive live, share files and screenshots, and get an email only when someone's away.
- 1:1 DMs, group chats, and a #general + per-role channels kept in sync automatically
- Real-time delivery, typing indicators, and online presence
- File & image attachments, private to the conversation
- Offline email notifications, with per-conversation mute
Every employee's daily hub - and a manager's command center.
Assign one-off and recurring to-dos to a person or a whole role, each able to link to the SOP that explains it. Break a task into subtasks your team ticks off as they go, and save any task and its checklist as a template to reuse in seconds. Your team gets a daily agenda, a week calendar, and a live Today panel on every page; you see exactly who did what across Today, Overdue, and Adherence views, verify completed work, and export a compliance log.
- One-off & recurring tasks; assign to a person or a role
- Subtasks - a checklist within a task, ticked off per day
- Save a task and its subtasks as a reusable template
- Daily hub: agenda, week calendar, live Today sidebar
- Today / Overdue / Adherence views + a per-employee compliance log & CSV
- Verify completed tasks, with threaded manager ↔ employee notes
- 9:00 AMOpen the shop & check email
- Post the daily social update
- 2:00 PMReconcile yesterday's orders
- Reply to the support inbox
A guided first week, not a pile of docs.
Assemble SOPs, checklists, and notes into an ordered path and assign it to a hire or a whole role. They work through it step by step on their dashboard, and you watch progress fill in - so nobody's left guessing what to do next.
- Order SOPs, checklists, and notes into a journey
- Assign to one person or everyone in a role
- Per-hire progress tracking
- Read: Company handbook
- Watch: Process a refund
- Checklist: Set up your tools
- Read: Support tone & voice
Proof they actually learned it.
Add a short quiz to any SOP - AI can draft it for you - and let hires acknowledge they've read and understood. You get an audit trail of who signed off and how they scored, so your training is defensible, not just hopeful.
- AI-drafted or hand-written quizzes
- A read-and-understood sign-off
- Per-hire audit trail of scores and acknowledgements
1. Within what window can a customer get a refund?
See it work on one of your own tasks.
Start free, record a task, and watch it become a real SOP in minutes.