Purpose
Trigger Conditions
2.2. Receipt of signed offer letter
2.3. Scheduled start date confirmation
2.4. Manual initiation by HR manager
2.5. Completion of background check verification
Platform Variants
3.1. BambooHR
• Feature/Setting: Webhook or API (POST /employees); push new hire to onboarding queue.
3.2. DocuSign
• Feature/Setting: Envelope Creation API; automate contract dispatch and signature status polling.
3.3. Microsoft Teams
• Feature/Setting: Graph API (Create team channel); auto-add employee to onboarding channels.
3.4. Google Workspace
• Feature/Setting: Admin SDK Directory API (Users.insert); create Google account and provision mail/calendar.
3.5. Okta
• Feature/Setting: Users API (POST /users); automate directory entry and app assignment.
3.6. ADP Workforce Now
• Feature/Setting: HR API (EmployeeProfile Create); sync new employees to payroll.
3.7. Workday
• Feature/Setting: Staffing API (POST Worker); trigger onboarding business process.
3.8. Slack
• Feature/Setting: Conversations API (conversations.invite); auto-add new staff to orientation workspace.
3.9. ServiceNow
• Feature/Setting: Table API (POST /now/table/sc_req_item); auto-create IT equipment tickets.
3.10. Salesforce
• Feature/Setting: REST API (Create Record); log onboarding process and update personnel records.
3.11. Zoom
• Feature/Setting: Users API (POST /users); auto-create account and send meeting invites for induction.
3.12. Asana
• Feature/Setting: Tasks API (POST /tasks); auto-assign onboarding tasks/checklist.
3.13. Trello
• Feature/Setting: Cards API (POST /cards); generate onboarding board/cards.
3.14. Gusto
• Feature/Setting: People API (POST /employees); initiate payroll enrollment.
3.15. Twilio
• Feature/Setting: Messaging API (POST /Messages); send SMS reminders/documents to new hire.
3.16. Zendesk
• Feature/Setting: Ticket API (POST /tickets); open HR support request for each new employee.
3.17. Learning Management System (Docebo, SAP Litmos, or Moodle)
• Feature/Setting: API to enroll (POST /users, /courses); register staff in required orientation courses.
3.18. Docuware
• Feature/Setting: Platform API (StoreDocument); automate digital storage of completed forms.
3.19. SendGrid
• Feature/Setting: Mail Send API (POST /mail/send); dispatch official welcome emails.
3.20. JIRA
• Feature/Setting: Issues API (POST /issue); trigger access/setup request tickets for IT.
Benefits
4.2. Limits compliance risk via automated document management
4.3. Creates consistent, traceable onboarding experiences
4.4. Centralizes status tracking and reporting
4.5. Enhances new hire satisfaction by clear communication and immediate system access