Administrative Workflow**Purpose**
1.2. Remove manual errors, accelerate productivity, standardize onboarding steps, ensure policy adherence, and create an auditable workflow from offer acceptance through full induction.
**Trigger Conditions**
2.2. HR system entry of ‘new hire’ status.
2.3. Upload of signed contract into document management system.
2.4. Submission of onboarding request form by department manager.
**Platform Variants**
• Feature/Setting: Workday Studio, Onboarding API – Automatically add new staff to HR with triggers set on ‘new hire’ event.
3.2. **BambooHR**
• Feature/Setting: Webhooks/API – When staff status changes to ‘hired’, provision personnel profiles and notify IT.
3.3. **Okta**
• Feature/Setting: Lifecycle Management API – Create user credentials and assign to accounting school apps, e.g., Xero, QuickBooks.
3.4. **G Suite / Google Workspace**
• Feature/Setting: Admin SDK Directory API – Auto-generate institutional email, grant calendar access, assign Google Classroom roles.
3.5. **Microsoft 365**
• Feature/Setting: Graph API – Provision account, distribute orientation materials via SharePoint and Teams.
3.6. **Slack**
• Feature/Setting: Users Admin API – Add staff to channels, trigger welcome messages and onboarding checklist delivery.
3.7. **Zoom**
• Feature/Setting: User Management API – Automatically enroll staff in mandatory online training sessions.
3.8. **DocuSign**
• Feature/Setting: EnvelopeCompleted Connect Event – Send completed contracts to HR file and payroll system.
3.9. **Salesforce**
• Feature/Setting: Flow Builder, Onboarding Path – Assign onboarding tasks and knowledge base access.
3.10. **Zendesk**
• Feature/Setting: Triggers, Create Ticket – Route new staff IT support needs to helpdesk on start date.
3.11. **Asana**
• Feature/Setting: Workflows, Task Templates – Assign personal onboarding tasklist on staff creation.
3.12. **Trello**
• Feature/Setting: Automation (Butler) – Auto-create onboarding board and checklist per new hire.
3.13. **Rippling**
• Feature/Setting: Automated workflows – Provision payroll, benefits, app access on new hire creation.
3.14. **ADP Workforce Now**
• Feature/Setting: New Hire Integration API – Send data out to payroll, compliance, IT, and learning systems.
3.15. **Xero**
• Feature/Setting: Employees API – Create payroll profile, trigger welcome payment.
3.16. **QuickBooks Online Advanced**
• Feature/Setting: Employees API – Sync hire details for payroll and compliance purposes.
3.17. **Jira**
• Feature/Setting: Automation Rules – Assign onboarding tickets for IT asset delivery and system access.
3.18. **Monday.com**
• Feature/Setting: Automations – Populate onboarding board from HR form; auto-notify board members.
3.19. **Notion**
• Feature/Setting: API – Add new staff to onboarding workspace, assign reading/training modules.
3.20. **Calendly**
• Feature/Setting: Webhooks/API – Auto-schedule orientation meetings by role.
3.21. **Zapier**
• Feature/Setting: Multi-step Zap – Orchestrate cross-software triggers for slew of onboarding actions.
3.22. **Evernote Business**
• Feature/Setting: API – Auto-create onboarding notebook for resource aggregation.
3.23. **HelloSign**
• Feature/Setting: API – Send forms and trigger downstream events upon signature completion.
3.24. **Greenhouse**
• Feature/Setting: Webhooks/API – Sync recruitment outcome and begin onboarding pipeline automatically.
3.25. **Freshservice**
• Feature/Setting: Orchestration – Issue IT onboarding tickets and trigger hardware assignment.
**Benefits**
4.2. Provides fast, consistent access to institutional tools and resources.
4.3. Ensures compliance by logging each onboarding step and digital document.
4.4. Enhances new staff experience with timely, guided orientation and resources.
4.5. Offers auditable records for future reference and quality audits.