Human Resources & AdministrationPurpose
1.2. Automates manual HR touchpoints, such as issuing onboarding tasks, tracking document uploads, verifying completion, granting system access, provisioning resources, and automatically handling notifications to all stakeholders.
1.3. Enables automated status tracking, document verification workflows, and role-based onboarding delivery tailored for fabrication environments.
Trigger Conditions
2.2. Triggered by new employee entry in an ATS (Applicant Tracking System).
2.3. API-triggered employee creation event from external job portals or recruitment services.
2.4. Scheduled batch onboarding for apprentice or seasonal intakes.
Platform Variants
3.1. Microsoft Power Automate
• Feature/Setting: “When a new employee is added” trigger; automate checklist distribution using Teams action and SharePoint file request flow.
3.2. Google Workspace
• Feature/Setting: Google Forms auto-send for document collection; Google Sheets API to automate onboarding checklist updates.
3.3. BambooHR
• Feature/Setting: Webhook trigger on “new hire”; automated document requests via e-signature API.
3.4. Workday
• Feature/Setting: Onboarding business process automation with automatic task assignments and document upload tasks.
3.5. ADP Workforce Now
• Feature/Setting: Automated task assignment APIs; notification automator for mandatory documents.
3.6. DocuSign
• Feature/Setting: “Envelope Sent” webhook for automated document signature and reminders in workflow.
3.7. Slack
• Feature/Setting: Slack API to automate welcome message and onboarding checklist in dedicated channel.
3.8. Trello
• Feature/Setting: Automator to create checklist card per new employee; checklist items auto-populated.
3.9. Monday.com
• Feature/Setting: Automated board items for onboarding tasks; automation recipes assign items per HR input.
3.10. HubSpot
• Feature/Setting: Workflow automator for onboarding sequences; task assignment API.
3.11. Zendesk
• Feature/Setting: Automated ticket creation for onboarding steps and HR verification.
3.12. Zoho People
• Feature/Setting: Automated checklist trigger and document workflow on employee record creation.
3.13. Asana
• Feature/Setting: Rules to automate project setup for onboarding, auto-assign checklist items.
3.14. Greenhouse
• Feature/Setting: New hire webhook triggers onboarding flow for documentation collection.
3.15. SAP SuccessFactors
• Feature/Setting: Onboarding workflow configuration automates task delivery and document tracking.
3.16. Salesforce
• Feature/Setting: Flows to automate employee record creation, task assignment, and document requests.
3.17. Zapier
• Feature/Setting: Multi-platform onboarding automator using triggers between HRIS, storage, and mail APIs.
3.18. Dropbox
• Feature/Setting: File request API automates shared folders for new hires’ document uploads.
3.19. Twilio
• Feature/Setting: Programmable SMS for automated text reminders to submit onboarding documents.
3.20. SendGrid
• Feature/Setting: API for automated onboarding emails, including checklist links and deadlines.
3.21. Airtable
• Feature/Setting: Automation rules to trigger onboarding checklists and document tracking in base.
3.22. Gusto
• Feature/Setting: Workflow automator for onboarding paperwork dispatch and e-sign collection.
Benefits
4.2. Ensures document collection and checklist compliance through automated reminders and status checks.
4.3. Accelerates employee readiness by automating cross-departmental communications and tool provisioning.
4.4. Enables audit trails and reporting on onboarding steps via automation logs.
4.5. Automating all onboarding facets minimizes manual errors and missed requirements for fabrication-specific compliance.