Staff onboarding and offboarding workflows

Purpose

1.1. To automate and standardize the onboarding and offboarding of staff in an artificial plant wholesale supplier within the home decor industry.
1.2. Automates user account provisioning, system access control, resource allocation, removal of access, and compliance record-keeping.
1.3. Supports efficient HR operations, IT account management, compliance audit trails, equipment assignment, and revocation.
1.4. Automator reduces human error, ensures timely setup/removal, and automates cross-department communication.
1.5. Enables automatedly updating internal documentation and resource logs.

Trigger Conditions

2.1. HR form submission for new hire or departure.
2.2. Submission of onboarding or offboarding job in HRMS or request platform.
2.3. Scheduled staff roster updates from payroll system.
2.4. Automated trigger from applicant tracking system (ATS) status change.

Platform Variants

3.1. BambooHR (HRMS)
• Feature: Webhook/Employee API — automate sync on user status change (e.g., onboarding-started, offboarding-initiated).
3.2. Okta (IAM)
• Function: API/Automations — automate user provisioning and deprovisioning workflows.
3.3. Google Workspace
• Setting: Directory API — automate email and account access creation/removal.
3.4. Microsoft Azure Active Directory
• Feature: User Provisioning API — automate user group assignment and license management.
3.5. Slack
• Feature: Admin API — automate workspace invite/revoke or channel memberships.
3.6. Trello
• API: Board Automation — automate setup/removal of staff boards for task tracking.
3.7. DocuSign
• API: Envelope Creation — automate document dispatch for contracts and NDAs.
3.8. Zoho People
• API: Employee Module — automate employee onboarding entries and checklist tracking.
3.9. Asana
• API: Tasks/Projects — automate assignment of onboarding/offboarding tasks.
3.10. Workable
• Webhook/API: automate ATS → HRMS status sync.
3.11. Gusto
• Webhook/API: automate payroll setup/removal steps on status change.
3.12. Freshservice
• API: Ticket Automation — automate IT asset requests and returns.
3.13. SendGrid
• API: automated email dispatch for welcome/farewell and instruction messages.
3.14. Zendesk
• API: automate support account creation or deactivation for staff.
3.15. Dropbox Business
• API: automate shared folder setup/removal and access provisioning.
3.16. Salesforce
• API: automate account provisioning to CRM for sales roles.
3.17. AirTable
• API: automate onboarding checklist and status update data tables.
3.18. Twilio
• API: automate SMS or voice notices for key onboarding/offboarding events.
3.19. ADP
• API: automate HR/payroll account status sync, benefits update.
3.20. Monday.com
• API: automate project template setup for each new staff.
3.21. Zoom
• API: automate scheduling orientation meetings and disabling leaver accounts.
3.22. ServiceNow
• API: automate ticket creation for onboarding/offboarding requests.
3.23. Notion
• API: automate workspace/page access automation for new staff.
3.24. HubSpot
• API: automate marketing and sales personnel onboarding automation.

Benefits

4.1. Automation decreases onboarding/offboarding time and manual effort.
4.2. Automated workflows reduce compliance risk and increase auditability.
4.3. Automating cross-platform system setup ensures consistency and completeness.
4.4. Automators streamline tasks across IT, HR, facility management, and reporting.
4.5. Automatable processes scale with business growth and staff volume changes.
4.6. Automated staff onboarding/offboarding enhances employee experience and corporate security.
4.7. Automation-driven documentation improves organizational knowledge and reduces lost steps.