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Onboarding documentation collection

Purpose

1. Automate the full process of collecting necessary documents (IDs, certifications, contracts) for new employee onboarding in Anhui cuisine restaurants, securing compliance, reducing manual effort, accelerating start times, and centralizing storage and updates.

2. Ensure only complete profiles proceed in onboarding by verifying documentation receipt, validation, and storage status in real time.

3. Trigger alerts for missing, expired, or invalid employee files, minimizing legal, health, and operational risks.


Trigger Conditions

1. New employee entry is created in HR, ATS, POS, or other operational management system.

2. Manager initiates onboarding via web portal, email, or mobile app.

3. Time or event-based follow-ups for incomplete or pending documentation.


Platform Variants

1. Google Workspace (Google Drive, Forms, Sheets, Gmail)

• Feature/Setting: Use Google Forms for employee upload; automate move to Google Drive HR folder; Gmail triggers for reminders.

2. Microsoft 365 (OneDrive, Outlook, Forms, Excel)

• Feature/Setting: MS Forms for uploads; automate filing to OneDrive; trigger Outlook mails for follow-up.

3. Dropbox

• Feature/Setting: File request links sent to employees; monitor folder for new uploads; webhook or API notify admin.

4. DocuSign

• Feature/Setting: API to send employment contracts; webhook on completion to HR.

5. BambooHR

• Feature/Setting: Webhook on new employee creation; API endpoint for document submission check.

6. Zoho People

• Feature/Setting: Automated document collection workflow via Zoho Flow; trigger for missing files.

7. Slack

• Feature/Setting: Slackbot DM with file upload prompt; use workflow to notify HR of submissions.

8. Trello

• Feature/Setting: Card move triggers document reminder emails using Power-Up.

9. Salesforce

• Feature/Setting: Flow process for onboarding tasks; Files API to attach uploads.

10. Workday

• Feature/Setting: Business Process Framework initiation; Document Cloud for uploads; notifications via Workday Inbox.

11. SAP SuccessFactors

• Feature/Setting: API call for checklist status; trigger collection of individual documents.

12. Asana

• Feature/Setting: Task assignment for documents; Asana API to check attachments.

13. Box

• Feature/Setting: File request with Box Relay workflow for automated reminders.

14. Monday.com

• Feature/Setting: Automation recipe to prompt doc uploads via email/in-app; status column update for validation.

15. Jotform

• Feature/Setting: Online onboarding form with file fields; webhook on completion.

16. Airtable

• Feature/Setting: Form views for document upload; Airtable Automation for follow-up.

17. ADP

• Feature/Setting: ADP API for new hire trigger; file upload tracking.

18. ServiceNow

• Feature/Setting: HR Service Delivery case for onboarding docs; REST API to pull file status.

19. Twilio SMS

• Feature/Setting: API to send SMS with upload link; status update SMS when employee completes upload.

20. SendGrid

• Feature/Setting: API to send onboarding document requests/reminders via personalized email.

Benefits

1. Accelerates multi-document collection and validation, ensuring speedier onboarding compliance for Anhui restaurants.

2. Minimizes HR manual work and risk of missing documentation.

3. Ensures audit readiness and improves employee experience with seamless, automated communication.

4. Provides centralized tracking for managers, with real-time updates across multiple touchpoints and platforms.

5. Enables customized escalation or notification for time-sensitive or incomplete onboarding profiles.

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