Menu

Onboard & Train

Employee onboarding
and training

Elevate your team with better onboarding and training

  • 4.8/5 on G2
  • SOC 2 certified

Deliver a consistent onboarding experience

Automate onboarding with consistent training that help new hires ramp faster, reduce repetitive questions, and ensure every employee learns the right processes from day one.

Start for Free

Ensure knowledge retention

Help employees retain critical information longer, identify knowledge gaps early, and ensure processes are understood before mistakes happen.

Start for Free

Empower teams to learn as they work

Deliver the right knowledge at the right moment so employees can learn in the flow of work without breaking focus, switching tools, or digging through endless folders.

Start for Free

The leading standard operating procedure software

If you’re looking for a tool where you could step record, screen record, automate onboarding with processes, train your teams with quizzes….and more, then you need Whale!

G2 logo

Turn process documentation into scalable employee training

Shorten new hire ramp periods and get everyone on the same page right from the start with role based training flows and AI generated quizzes

  1. Create training with the formats people actually learn from. Combine video, images, diagrams and checklists to turn everyday processes into engaging, easy-to-retain training experiences.
  2. Deliver the right training to the right people at the right time, helping employees learn faster without overwhelming them with unnecessary information.
  3. Easily verify understanding and reinforce knowledge retention with built-in quizzes that turn training into measurable learning.
  4. Track team and individual progress, uncover knowledge gaps, and continuously improve training with clear insights into how your employees learn and perform.
  5. Reward progress and motivate continuous learning with badges that recognize achievements and encourage employees to keep developing their knowledge.

In their own words

Loved for its overall simplicity and support

  • “Exceptional Tool for Business Knowledge”

    Whale is excellent to document and organize business knowledge. Their AI makes it even easier!

    Lyndon S.Small-Business (0-50 emp.)
  • “Whale Keeps Work Organized and Teams Confident”

    Whale unifies documentation, training, and reviews in one ecosystem.

    Verified User in AccountingMid-Market (51-1000 emp.)
  • “Screen Recorder Transformed Our Productivity”

    All features are excellent, but the Screen Recorder has boosted productivity for our company.

    Andres A.Enterprise (> 1000 emp.)
  • “User-Friendly Platform with Great Features”

    Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.

    Martha Y.Mid-Market (51-1000 emp.)
  • “Intuitive, fresh and easy!”

    Whale's clean layout makes building and navigating SOPs a breeze.

    Harley B.Small-Business (0-50 emp.)
  • “Productivity Unleashed!”

    Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.

    Verified User in FarmingMid-Market (51-1000 emp.)
  • “My company utilizes Whale for our SOP’s and FAQ’s.”

    Everything is very easy to locate and the search bar is my favorite feature. When I need a quick answer I turn to Whale to find what I am looking for.

    Georgia R.Mid-Market (51-1000 emp.)
  • “Whale Streamlined Our Processes and Boosted Team Onboarding”

    Whale transformed how we manage internal processes. Documenting SOPs is fast and we can build and share training materials in minutes, making onboarding significantly more efficient.

    Fábio B.Enterprise (> 1000 emp.)
  • “Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks”

    Boards, Libraries, and Playbooks keep training organized by department, so you can generate videos, SOPs, quizzes, and more for each topic.

    Ketan T.Mid-Market (51-1000 emp.)
  • “Streamlines Documentation with Ease”

    I use Whale for company handbooks, regulations, how-to's, and manuals, all on one platform. The step-by-step screen recorder auto-captures screenshots and saves me about an hour per guide.

    Anouk V.Mid-Market (51-1000 emp.)
  • “Effortlessly Streamlines Team Training with Solid Support”

    Whale supports training my merchandising teams with AI and video features that break down training step by step. Creating training flows is easy, and quizzes ensure the material lands.

    Shelley F.Mid-Market (51-1000 emp.)
  • “Effortless SOP Management with Stellar AI Search”

    Whale centralizes all our SOPs with standard formatting and makes them easy to find, especially with the fast AI search across thousands of documents.

    Jitender T.Small-Business (50 or fewer emp.)

Integrations

Whale works where you do.

Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.

See our Integrations

Frequently asked questions

Book a Demo
01How to use Whale for employee onboarding and training?

Use Whale to create SOPs to onboard and train your teams. Use training flows to build the onboarding path once and assign it to every new hire. Turn any SOP into a quiz in one click with quizzes. And use analytics and reporting to see what training has been completed.

02We already have an LMS. Where does Whale fit?

Whale handles the operational training layer (how work actually gets done day-to-day) while your LMS keeps running annual compliance courses. Many of our customers run both. Training flows, quizzes, and analytics live right next to the SOPs people reference at work, which is where on-the-job learning sticks.

03How much faster do new hires actually ramp with Whale?

Customers commonly report onboarding time cut by 40 to 50 percent, with new hires reaching full productivity in days instead of weeks. Alice, Whale’s AI assistant, answers ad-hoc questions on demand. Training flows handle the structured path, CoPilot covers in-context guidance inside the tools the new hire is using, and analytics show managers where someone is still stuck.

04Our managers each train new hires their own way. How do we fix that?

A Training flow assigned by role gives every new hire the same path with the same SOPs, quizzes, completion checks, and acknowledgements. Managers stop teaching from memory and start coaching against a shared playbook.

05Can we see who completed which training and how they scored?

Yes. Analytics show completion status per Training flow per person, quiz results, time-to-complete, and which steps people skipped. Managers can spot stuck new hires early, and HR can run reports for board reviews or audit prep without exporting CSVs.

06Won't this feel like another corporate training app nobody opens?

Whale runs on mobile and opens inside the tools people already use via CoPilot. Content is short recorded walkthroughs from real work instead of long policy PDFs. New hires see their progress visibly and finish faster than they expected.

Book a demo

See Whale in action. Leave your details and we'll be in touch to schedule it.

Number of employees at the company