Onboarding and offboarding automation checklists

Purpose

 1.1. Automate onboarding and offboarding checklist completion for restaurant staff, ensuring task standardization, compliance, and timely execution in Spanish Grill operations.
 1.2. Automate documentation, account permissions, provisioning, hardware/software access, training module distribution, and exit surveys.
 1.3. Automating escalation of flagged items, signature capture, and confirmation to management, HR, and security, reducing manual oversight and errors.
 1.4. Automate reminders, progress tracking, digital file storage, and secure data removal during offboarding to support compliance and employee lifecycle transparency.

Trigger Conditions

 2.1. Automated trigger on new hire/termination record in HRIS/ATS systems.
 2.2. Automate by schedule (e.g., start/end date), manager input, or external request via email/API webhook.
 2.3. Automate trigger by completion/non-completion of prior checklist step, or notification of third-party vendors.

Platform Variants

 3.1. BambooHR
  • Feature: Webhooks/API – Automate when ‘employee created/terminated’.
 3.2. Workday
  • Feature: Business Process API – Automate onboarding flow, stepwise checklist tasks.
 3.3. Gusto
  • Feature: Employee Events API – Automates employment status sync to checklists.
 3.4. Asana
  • Feature: Task Projects API – Automate assigning/subtasking onboarding checklist items.
 3.5. Trello
  • Feature: Card Automation (Butler API) – Automate checklist creation and task movement.
 3.6. Slack
  • Feature: Workflow Builder/API – Automating reminders to new hires/managers, automated notifications.
 3.7. Microsoft Teams
  • Feature: Power Automate Flows – Automates team channel onboarding notifications/check-ins.
 3.8. Google Workspace
  • Feature: Directory API – Automate user account provisioning/deletion.
 3.9. Okta
  • Feature: Lifecycle Management API – Automating SSO/app provisioning for hires and automated deprovisioning.
 3.10. DocuSign
  • Feature: Template API – Automating signature requests for onboarding/offboarding documents.
 3.11. Adobe Sign
  • Feature: Automated template send and workflow triggers for e-signatures.
 3.12. GMail
  • Feature: Automated draft/send mail API for onboarding welcome letters and offboarding instructions.
 3.13. SendGrid
  • Feature: Automated transactional email for progress confirmation and reminders.
 3.14. Twilio
  • Feature: Automated SMS API for onboarding checkpoint and farewell reminders.
 3.15. Jira
  • Feature: Automate ticket creation and progress tracking for IT/account provisioning support.
 3.16. Monday.com
  • Feature: Workflow automator configured for onboarding boards and automated notifications.
 3.17. Notion
  • Feature: Database API for automated template/page creation for onboarding process tracking.
 3.18. Zoho People
  • Feature: Checklist API automates task assignment and feedback at each onboarding milestone.
 3.19. Freshservice
  • Feature: Automated IT service requests for provisioning/deprovisioning assets.
 3.20. Zoom
  • Feature: User API automates meeting/training invite dispatch on employment events.
 3.21. Dropbox/Google Drive/OneDrive
  • Feature: Automated folder/file permissions set or revoked upon onboarding/offboarding trigger.
 3.22. Salesforce
  • Feature: Automated role assignment/de-assignment API tied to HR event.

Benefits

 4.1. Automating checklist flows streamlines onboarding/offboarding, saving HR/admin time and reducing missed steps.
 4.2. Automation reduces compliance and security risks via permissions automation and audit trails.
 4.3. Automate notifications and reminders ensure no checklist task is forgotten or delayed.
 4.4. Automated documentation and digital signatures accelerate employee readiness and separation, enhancing staff experience.
 4.5. Automating integrations across software platforms increases reliability, accuracy, and seamless process scaling.