Purpose
1. Centralizes staff onboarding/offboarding for adult education organizations, ensuring accurate employee data entry, IT access provisioning, compliance documentation, automated orientation scheduling, payroll activation/deactivation, and seamless HR communications.
2. Reduces manual administrative workload, ensures regulatory adherence, shortens onboarding timeline, and guarantees consistent exit procedures with secure deprovisioning.
Trigger Conditions
1. New staff entry in HR system or approved offer letter.
2. Submitted resignation, termination, or contract completion notice.
3. Manager/HR initiating workflow in admin panel.
4. Scheduled contract start/end dates.
Platform Variants
1. Workday
• API: Onboarding Tasks—Trigger "Start Onboarding" or "Terminate Worker" endpoints.
2. BambooHR
• Endpoint: `/employees/{id}/onboarding` and `/employees/{id}/offboarding` for staff records automation.
3. DocuSign
• API: `POST /envelopes` to send and monitor offer and compliance document signing.
4. G Suite (Google Workspace)
• Endpoint: Admin SDK Directory API—Automate user provisioning and deprovisioning.
5. Microsoft 365
• Endpoint: Graph API `/users` for account creation, license assignment, and disabling.
6. Slack
• API: Users Admin endpoint—Automate workspace invitations, group assignment, and deactivation.
7. Asana
• API: `POST /users` add new staff to project teams, assign onboarding tasks automatically.
8. Trello
• API: `/boards/{boardId}/members` to add/remove staff on HR boards for progress tracking.
9. Jira
• Endpoint: `/user`—Create, assign access, and automatically remove upon offboarding.
10. Okta
• API: `POST /api/v1/users` for SSO access provisioning; deactivate on exit automatically.
11. Salesforce
• REST API: `/sobjects/User` to grant or remove CRM access per onboarding/offboarding event.
12. ADP
• API: Personnel Actions Service for HR/payroll record management upon staff changes.
13. Paychex
• Integration: Employee Management API for new hire payroll setup, termination, or status updates.
14. Zoom
• API: `/users` endpoint to assign/withdraw education licenses or meeting access.
15. Zendesk
• Endpoint: `/api/v2/users` to automate support role changes for staff transitions.
16. Lever
• API: `POST /candidates/onboard` to transition successful applicants to onboarding flow.
17. Greenhouse
• API: `POST /onboarding_tasks` initiate onboarding checklist; update/close on staff exit.
18. HubSpot
• API: CRM Users management—Add/disable user when staff status changes.
19. ServiceNow
• API: HR Service Delivery—Create onboarding/offboarding cases, auto-assign HR tasks.
20. Freshservice
• Endpoint: `/api/v2/employees` for IT ticket automation, provisioning, and access removal on staff events.
Benefits
1. Eliminates manual errors and paperwork for HR/admin staff.
2. Accelerates onboarding and ensures immediate productivity for new staff.
3. Automates access rights, reducing IT security risks on staff exit.
4. Guarantees policy and documentation compliance for regulatory requirements.
5. Centralizes process monitoring, creating visibility and accountability across departments.
Administrative & HR Processes