Trails helps HR Operations, People Operations, and HRIS teams turn onboarding, employee-data, payroll, benefits, and compliance workflows into clear step-by-step guides and videos without rebuilding every SOP by hand.
HR work crosses systems, policies, and people. Trails captures the procedure behind the checklist so every owner can complete the work consistently.
The old way
The checklist names the HR task, but the clicks, approvals, judgment calls, and exception paths still live in one person's headWith Trails
Capture the real workflow with the context behind each step so another teammate can run it accuratelyThe old way
Each new hire gets a slightly different onboarding experience depending on their manager, location, and start dateWith Trails
Give every employee and manager a clear, reusable path through the right onboarding tasksThe old way
HRIS screenshots and SOPs fall out of date as fields, policies, owners, and approval paths changeWith Trails
Update the affected Trail once and keep the current process available everywhere it is sharedThe old way
People Ops answers the same questions about time off, benefits, profile changes, and manager tasks in one-off messagesWith Trails
Turn the first clear answer into self-serve guidance employees and managers can revisitThe old way
Audits, leave cases, and offboarding trigger a scramble to reconstruct the correct sequence and handoffsWith Trails
Give process owners a consistent procedure with version history and controlled accessStart a capture, complete the onboarding, employee-data, payroll, or benefits workflow, and let Trails record the sequence. Add the HR context that explains approvals, timing, and exceptions, not only where to click.
Trails creates clear written steps and a naturally narrated video from the same workflow. Teammates can skim the procedure, search for a specific step, or watch the full process.
Use smart blur and on-device redaction to hide compensation, addresses, employee IDs, benefits selections, and other sensitive data before captured images are uploaded or shared.
Link or embed the Trail in the HRIS, onboarding hub, knowledge base, or team channel where employees, managers, and HR partners already go for the next step.
Reduce key-person risk, protect data quality, and give every process owner the context behind the checklist.
HR & People Operations
Standardize the handoffs behind hiring, onboarding, benefits, leave, role changes, and offboarding. Keep service consistent without asking People Ops to repeat the same walkthrough for every employee or manager.
HRIS & HR Operations
Document field updates, approvals, reporting, and recurring administration with the context that prevents avoidable errors. Give backup owners a process they can follow when your primary expert is unavailable.
Capture the recurring work that keeps employee experiences consistent, records accurate, and high-stakes handoffs on track.
Standardize candidate handoffs, offer workflows, preboarding, new-hire setup, manager tasks, and location-specific onboarding without rebuilding the instructions for every start date.
Document data changes, access requests, role updates, reporting, imports, approvals, and the validation steps that keep employee records accurate.
Give HR partners a dependable process for payroll inputs, benefits events, time-off administration, leave cases, and the handoffs that cross HR and Finance.
Keep recurring compliance tasks, access removal, final-pay handoffs, record retention, and audit walkthroughs clear enough for every owner to follow consistently.
Link or embed Trails from the HRIS, payroll, recruiting, knowledge, and communication tools your team checks throughout the employee lifecycle.
Core HRIS
Payroll & recruiting
Knowledge & communication
Hide employee and compensation details before captured images leave the device.
Create written steps and a naturally narrated video from one walkthrough.
Jump to the exact HR task instead of scrubbing through a recording.
Control who can view, create, edit, and manage each procedure.
Keep every change and restore an earlier version when a process rolls back.
Publish guides and narrated videos for a distributed workforce in 75+ languages.
Share a link or export to PDF, HTML, and Markdown for review and retention.
It's a user-friendly platform that lets us turn complex workflows into simple walkthroughs. It gives us speed on our end and usability on the customer's end. Exactly what we need when we don't have enough time.
I'm director-level. I shouldn't be doing every small thing, and I definitely can't teach the same task on Zoom three or four times. Trails let me document it once and delegate with confidence.
We're a public school district supporting a wide range of technology and the ‘how do I do this?’ questions never stop. Trails gives us a better way to create actionable training for parents and staff. It’s a no-brainer for us.
Having the video AND the step-by-step instructions written out below with screenshots is killer. Great for all kinds of learning styles.
We previously used Scribe for guides, but still had to rely on tools like Canva and Vimeo for video. Trails feels like an AI-first approach: guide-to-video, video-to-guide, the full workflow in one place.
