Customer onboarding videos for HR and payroll software

Keep each customer onboarding video for HR and payroll software to one setup step and about 60–120 seconds, so a new customer can watch it and finish that step straight away. Longer setup works better as a short series than as one long video:

• One step per video. For example: add your first employee, create and send a new hire packet and turn on onboarding tasks for the new hire. Each video ends when that step is done.
• A step-by-step guide beside every video for people who prefer to scan or copy exact values. Trainn creates the guide from the same recording.
• The series in setup order. Group the videos in one onboarding collection so customers always know which step comes next.
• A clear finish line. End the series at the first real result, such as “plan and run your first payroll”, so customers see value as soon as onboarding is done.

For a step-by-step method, see how to turn screen recordings into customer onboarding videos.

Customer onboarding videos for HR and payroll software should cover every step between sign-up and the first real result, in the order HR and payroll teams actually do them, with test data on screen and a guide beside each video. Include:

• Every setup step, in order: add your first employee, create and send a new hire packet, turn on onboarding tasks for the new hire, assign a time off policy and plan and run your first payroll.
• Who does each step. Setup is usually split across roles, so label each video for the person who owns it. HR adds people, payroll sets pay and a broker sets benefits.
• Safe sample data. Employee details and similar details should come from a test account, never a new customer's live account.
• A consistent voice. Generate AI Voiceover writes and voices a script from your clicks, so every step sounds the same whoever recorded it.
• Translations for customers outside English-speaking markets, in 30+ languages, kept in sync when you update the original.

Trainn can host the series as an onboarding collection; see customer onboarding software.

Onboarding videos are working when new HR and payroll teams finish setup faster and reach their first result without needing a call or a support ticket. Track these signals:

• Completion per step. If most viewers finish one step but few start the next, the next video, or the step itself, needs fixing.
• Drop-off points inside a video. A spike at the same second usually means a confusing screen or narration that's too long.
• Time to the first real result, such as “plan and run your first payroll”. This is the clearest sign that onboarding is working.
• Fewer setup questions to support, for example about “create and send a new hire packet”.

Trainn's video analytics show who watched each step and where viewers stopped, so your team can reach out before a new account stalls.

Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your HR and payroll software, such as “add your first employee”, and publish it as a video and a step-by-step guide before you pay.

• Creator plan: $19 per month for one creator, with up to 15 videos and guides.
• More creators or more content: compare every plan on the Trainn pricing page.