Onboarding workflow for new hires

**Purpose**

1.1. Automate a comprehensive onboarding workflow for new hires in American restaurants, ensuring seamless document collection, training allocation, account creation, policy communication, equipment assignment, role scheduling, and ongoing HR support.
1.2. Reduce manual HR effort, minimize errors, accelerate time-to-productivity, enable compliance, improve communication, and facilitate a positive employee experience.
1.3. Minimize manager and HR involvement in repetitive admin tasks and ensure each step is tracked and validated across systems.

**Trigger Conditions**

2.1. Submission of new hire information in online recruitment platform.
2.2. Digital signature of offer letter by candidate.
2.3. Addition of employee details to HRIS or payroll system.

**Platform Variants**

3.1. BambooHR
- Feature/Setting: Use "New Employee" webhook to trigger onboarding packet and automate status setting.
- Sample: Configure webhook endpoint in "Workflows."

3.2. ADP Workforce Now
- Feature/Setting: Integrate "Add Employee" API to sync new hires and push data to payroll and benefits.
- Sample: Use "api/v2/employees" POST.

3.3. Greenhouse
- Feature/Setting: Trigger "Candidate Hired" webhook to send onboarding package.
- Sample: Webhook URL for status: hired.

3.4. Workday
- Feature/Setting: Configure "Hire Event" REST API to automate downstream workflows.
- Sample: Workday API "PUT Worker" operation.

3.5. DocuSign
- Feature/Setting: "Envelope Sent/Completed" trigger to track employment agreement completion.
- Sample: Webhooks for envelopeStatusChanged.

3.6. Gusto
- Feature/Setting: Use “New Hire” event in API to auto-initiate payroll setup.
- Sample: POST "/v1/employees".

3.7. Google Workspace
- Feature/Setting: Admin SDK Directory API to create company email and assign onboarding groups.
- Sample: Directory.users.insert.

3.8. Slack
- Feature/Setting: "Users.admin.invite" API to invite hire, channel auto-invites based on role.
- Sample: POST to slack.com/api/admin.inviteRequests.approve.

3.9. Microsoft Teams
- Feature/Setting: Use "Create user" in Microsoft Graph API, auto-add to onboarding channels.
- Sample: POST /users with role assignment.

3.10. IT Glue
- Feature/Setting: Create employee IT profile, assign documentation access.
- Sample: POST /users endpoint.

3.11. Paychex Flex
- Feature/Setting: "Employee New Hire" webhook event to trigger onboarding checklist.
- Sample: Connect "Employee Management" API.

3.12. Trello
- Feature/Setting: Auto-create onboarding card/checklist in a shared board.
- Sample: POST /cards to specific board.

3.13. Asana
- Feature/Setting: Create onboarding project/task using API for each new hire.
- Sample: POST /tasks with "Onboarding" tag.

3.14. DocuWare
- Feature/Setting: Auto-archive submitted I-9/W-4 documents to employee folder.
- Sample: Use REST import for new documents.

3.15. Zapier
- Feature/Setting: Multi-step workflow combining HR trigger with GMail, Slack, and GDrive actions.
- Sample: Use "New Employee" trigger plus "Multi-Action" steps.

3.16. Twilio SMS
- Feature/Setting: Send onboarding status or reminders via SMS using Programmable Messaging.
- Sample: Send SMS via POST /Messages.

3.17. Lever
- Feature/Setting: Webhook "Candidate Hired" to auto-post to HRIS.
- Sample: Create webhook for "hired" events.

3.18. Trello
- Feature/Setting: Assign checklist items for compliance, equipment, and orientation meetings.
- Sample: Add checklist items on new card.

3.19. Zendesk
- Feature/Setting: Open onboarding support ticket for IT/HR/Facilities follow-up.
- Sample: POST /api/v2/tickets.

3.20. Notion
- Feature/Setting: Auto-generate onboarding wiki with permissions set for new hire.
- Sample: POST /pages API for onboarding docs workspace.

3.21. Deputy
- Feature/Setting: Sync new employee to scheduling system, auto-create profile for shift planning.
- Sample: POST /api/v1/resource/employee.

3.22. When I Work
- Feature/Setting: Use "Add Employee" API to update schedule roster.
- Sample: POST /api/v1/users.

3.23. Paylocity
- Feature/Setting: "Employee Import" API for HR profile, payroll mapping.
- Sample: POST /api/v2/employees.

3.24. Monday.com
- Feature/Setting: Add onboarding workflow item and assign checklist using API.
- Sample: POST /v2/items.

**Benefits**

4.1. End-to-end onboarding time reduced, less manual tracking.
4.2. Central record keeping and compliance, audit-ready process.
4.3. Faster new hire productivity, self-paced learning enabled.
4.4. Multi-departmental coordination with automatic task delegation.
4.5. Personalized onboarding steps, communications, and error detection.