Automated onboarding for new staff and practitioners

Purpose

1. Streamline and standardize the onboarding process for new acupuncturists and administrative staff.

2. Automate account setups, compliance tasks, provisioning of access, training assignments, payroll registration, equipment allocation, EHR onboarding, and welcome communications.

3. Reduce manual workload, shorten onboarding time, improve compliance, ensure consistency, and increase new employee engagement.

Trigger Conditions

1. Submission of new hire form on HR portal or reception intake system.

2. Receipt of signed offer letter or practitioner contract.

3. Entry of new staff into HR management software.

4. Scheduled onboarding start date arrives.

Platform Variants

1. Slack

• Feature/Setting: SCIM API for automated user creation, add to onboarding Slack channel, assign role.
  
• Sample: Configure SCIM endpoint with HR software triggers for auto-creation.
  

2. Gusto

• Feature/Setting: New employee enrollment API, automated e-sign setup, direct deposit registration.
  
• Sample: Trigger `POST /v1/employees` with onboarding payload.
  

3. BambooHR

• Feature/Setting: Employee data API, onboarding checklist auto-launch, doc upload portal access.
  
• Sample: Use `POST /employees` with relevant fields mapped from intake form.
  

4. Google Workspace

• Feature/Setting: Directory API for user provisioning, group allocation, mailbox setup, drive access.
  
• Sample: Invoke `users.insert` and `groups.insert` based on staff role.
  

5. Microsoft Teams

• Feature/Setting: Graph API for auto-account creation, Teams channel assignment, onboarding tasks.
  
• Sample: Use `POST /users` and `POST /teams` endpoints as per role mapping.
  

6. DocuSign

• Feature/Setting: Envelopes API for contract/e-sign distribution to new hires, compliance documents.
  
• Sample: Trigger `POST /envelopes` with onboarding packet.
  

7. Rippling

• Feature/Setting: Employee onboarding API for app/permissions automation, payroll, hardware orders.
  
• Sample: Sync Rippling with HR system events for auto-launch sequences.
  

8. Trello

• Feature/Setting: API for auto-board/card creation with onboarding checklist.
  
• Sample: Use `POST /boards` then add cards for each onboarding task.
  

9. Asana

• Feature/Setting: Tasks API for onboarding project instantiation, auto-assignments.
  
• Sample: Create project via `POST /projects` and assign subtasks for steps.
  

10. Calendly

• Feature/Setting: API to auto-create welcome meeting invites with manager/practitioner.
  
• Sample: Trigger `POST /scheduled_events` from HR event.
  

11. DocuWare

• Feature/Setting: Workflow API for automated doc collection, storage, and approval routing.
  
• Sample: `POST /documents` and set workflow triggers per staff type.
  

12. Zendesk

• Feature/Setting: Support desk API to open onboarding support ticket for each new hire.
  
• Sample: Use `POST /tickets` for onboarding category.
  

13. Okta

• Feature/Setting: User provisioning SCIM API for SSO and automatic app permissions.
  
• Sample: Automate `POST /users`, assign to SSO groups as per role.
  

14. Freshservice

• Feature/Setting: Service request API for IT onboarding, hardware, software license requests.
  
• Sample: `POST /requests` with onboarding template.
  

15. Workable

• Feature/Setting: New hire pipeline completion triggers onboarding sequence via API.
  
• Sample: Set webhook on `hired` status; trigger onboarding flow.
  

16. Xero

• Feature/Setting: Payroll API for auto-enrollment of bank/pay/tax info.
  
• Sample: Use `POST /employees` with applicant payment details.
  

17. Zoom

• Feature/Setting: User management API to auto-create accounts, onboarding call invites.
  
• Sample: Invoke `POST /users`, send onboarding session invite.
  

18. SharePoint

• Feature/Setting: Automated folder/site creation, doc sharing, and permission assignment via Graph API.
  
• Sample: Set up `POST /sites` and manage doc access for onboarding.
  

19. Mailchimp

• Feature/Setting: API for onboarding campaign, subscribing new hires to clinic update lists.
  
• Sample: `POST /lists/{list_id}/members` with staff email.
  

20. Salesforce

• Feature/Setting: Service Cloud API to tag new employees and create onboarding tasks/cases.
  
• Sample: `POST /services/data/vXX.X/sobjects/Task` with onboarding fields.
  

21. Adobe Sign

• Feature/Setting: API for distributing, signing, and archiving HR compliance forms.
  
• Sample: Use `api/rest/v6/agreements` for onboarding document packets.
  

22. Monday.com

• Feature/Setting: Boards API to auto-create onboarding board, assign tasks/subtasks.
  
• Sample: Use `mutations.create_board` for onboarding workflows.
  

Benefits

1. Accelerates onboarding, reducing admin labor and errors.

2. Ensures compliance and documentation consistency.

3. Centralizes progress tracking for HR and management.

4. Automates communications and training schedules.

5. Improves new staff satisfaction and engagement.