Employee onboarding workflow automation

Purpose

1. Automate the end-to-end employee onboarding process for architecture design firms, covering documentation, account setups, training assignment, device provisioning, compliance verification, software access, and welcome orientation to ensure a seamless, error-free, and time-efficient experience.

2. Standardizes onboarding checklists, manages automatable HR tasks, integrates design tools, automates notifications, and facilitates cross-departmental collaboration for incoming architectural staff.

3. Automates compliance with industry-specific regulations, tracks onboarding progress, and reduces manual HR intervention in repetitive onboarding tasks.

Trigger Conditions

1. New hire record entered in HRIS or ATS (e.g., BambooHR, Workday, Lever).

2. Contract signature completed in e-signature platforms (e.g., DocuSign).

3. HR initiates onboarding request via form automation (e.g., Typeform, Google Forms).

4. Scheduled date for new employee’s first day reached.

Platform Variants

1. BambooHR

• API: "Employee Created" webhook — Automates workflow on new hire entry.
  

2. Workday

• Integration: "Worker Onboarding Started" event — Automates onboarding tasks assignments.
  

3. Lever

• API: "Candidate Hired" webhook — Automates post-hiring automations.
  

4. DocuSign

• API: "Envelope Completed" trigger — Automates onboarding upon offer acceptance.
  

5. Typeform

• Webhook: "Form Submission" — Automates workflow based on HR onboarding form.
  

6. Google Forms

• Script: onFormSubmit — Automates onboarding starting from a submitted Google Form.
  

7. Slack

• API: chat.postMessage — Automates welcome messages and resource sharing in team channels.
  

8. Microsoft Teams

• Graph API: sendActivityNotification — Automates orientation reminders to new hires.
  

9. Google Workspace

• Admin SDK: Directory API "users.insert" — Automates creation of Google Workspace accounts.
  

10. Okta

• API: "User Lifecycle Event" — Automates access provisioning to architectural apps.
  

11. Office 365 (Microsoft 365)

• Graph API: "Create user" and group membership automation.
  

12. Monday.com

• Integration: "Item Created" — Automates checklist and task assignments for new employees.
  

13. Jira

• REST API: "Create Issue" — Automates IT ticket creation for device and access setup.
  

14. Salesforce

• Flow: "Create Record" — Automates HR onboarding task creation.
  

15. Zendesk

• API: "Ticket Creation" — Automates IT and facilities requests for new hires.
  

16. Asana

• API: "Task Creation" — Automates onboarding task management and tracking.
  

17. Trello

• API: "Card Creation" — Automates step-by-step onboarding workflow on boards.
  

18. ServiceNow

• REST API: "Create Incident" — Automates hardware/software provisioning tickets.
  

19. ADP

• API: "Employee Onboarding Event" — Automates payroll and benefits setup onboarding.
  

20. Gusto

• API: "New Hire" trigger — Automates benefits enrollment and payroll.
  

21. Zoom

• API: "User Creation" — Automates creation of video accounts and invites.
  

22. Dropbox

• API: "Add Member" — Automates sharing design files/templates during onboarding.
  

23. Notion

• API: "Page Create" — Automates personalized onboarding workspace delivery.
  

Benefits

1. Automates repetitive and error-prone onboarding activities, reducing manual dependency.

2. Accelerates time-to-productivity for architectural staff by automating access and training assignments.

3. Ensures automatable compliance and consistent experience for every new hire.

4. Lowers HR operational costs by leveraging automator integrations across platforms.

5. Reinforces a modern, automated, and welcoming onboarding culture aligned with design firm values.

6. Facilitates auditing and tracking via centralized, automated reporting.