Purpose
1.2. Centralize document storage and retrieval across HR, payroll, and compliance departments.
1.3. Ensure consistent staff induction, training, device provisioning, and policy acknowledgment workflows.
1.4. Automate background checks, reference validation, and role-specific access.
1.5. Notify supervisors upon task completion and staff readiness status.
Trigger Conditions
2.2. Receipt of signed offer letter.
2.3. HR admin initiates “Start onboarding” workflow.
2.4. External trigger via applicant tracking system or job portal integration.
Platform Variants
• Admin SDK API: Create user, assign to groups, enable security settings.
3.2. Microsoft 365
• Graph API: Provision accounts, assign licenses, setup Teams access.
3.3. DocuSign
• Envelopes API: Send contract for signature, track status.
3.4. Adobe Sign
• REST API: Automate e-signature request for onboarding documents.
3.5. BambooHR
• Employee API: Add staff profile, update role, sync documents.
3.6. Workable
• Webhooks/API: Trigger workflow post-hire, export candidate details.
3.7. Gusto
• Employees API: Create payroll profile, send onboarding pack.
3.8. Slack
• Conversations API: Auto-invite to relevant channels, post welcome message.
3.9. Twilio
• Programmable SMS API: Notify hires of next steps, reminders.
3.10. Zoom
• User API: License assignment, generate onboarding webinar invite.
3.11. Okta
• Users API: Automatic SSO account creation and group assignment.
3.12. Dropbox
• Files API: Create staff folder, upload signed documents.
3.13. Trello
• Boards API: Assign onboarding checklist card to manager and new staff.
3.14. Notion
• API: Generate personalized onboarding workspace for each staff.
3.15. Asana
• Tasks API: Assign mandatory training, track completion.
3.16. Xero
• Payroll API: Add new employee, configure tax details.
3.17. Salesforce
• REST API: Update staff lead record, track onboarding stage.
3.18. Monday.com
• API: Set onboarding workflows, send task notifications.
3.19. Zendesk
• Users API: Create staff support account for future HR queries.
3.20. Google Forms
• Forms responses trigger: Collect onboarding info, pass to workflows.
Benefits
4.2. Ensures document compliance and complete record tracking.
4.3. Delivers a consistent onboarding experience for staff.
4.4. Automated notifications keep all stakeholders updated and prompted.
4.5. Scales easily for multi-campus Apostolic church operations.