Internal Processes & CompliancePurpose
1.2. Ensure compliance with internal processes by providing consistent prompts for essential HR paperwork, safety modules, equipment operational standards, and customer service protocols.
1.3. Reduce manual HR workload and mitigate missed compliance deadlines through integrated, trackable communications across employee-preferred channels.
Trigger Conditions
2.2. Employee status changed to ‘Onboarding’ or ‘Transferred’ in the source system.
2.3. Scheduled retraining period reached (e.g., 30/60/180 days post-hire).
2.4. Periodic compliance module due date or expiring certification detected.
Platform Variants
• Feature/Setting: Configure automated workflow using Power Automate – trigger on new employee added to Office 365, action: send calendar invite and onboarding checklist email.
3.2. Google Workspace
• Feature/Setting: Google Apps Script or Zapier with trigger as “New user created in Directory,” action: automated email and Google Calendar reminders.
3.3. Slack
• Feature/Setting: Slack Workflow Builder or API with trigger “employee onboarding,” action: direct message sequence with training tasks.
3.4. Twilio SMS
• Feature/Setting: Use Programmable Messaging API – trigger on onboarding in HRIS, action: send SMS checklist and reminders.
3.5. SendGrid
• Feature/Setting: Email API – template-based onboarding and periodic training reminders, triggered via API call.
3.6. Zoho People
• Feature/Setting: Workflow rule on new employee creation and reminders via task assignment or integrated Zoho Mail notification.
3.7. BambooHR
• Feature/Setting: Webhook on employee status change, action: auto-generate onboarding task list and email reminders using native workflows.
3.8. Monday.com
• Feature/Setting: Automation “When item is created in onboarding board, send notification or email” for key steps.
3.9. SAP SuccessFactors
• Feature/Setting: Workflow for Onboarding Step, API-triggered reminders for compliance and retraining with Learning Management integration.
3.10. ADP Workforce Now
• Feature/Setting: API or webhooks for ‘New Hire’, triggers onboarding packet and scheduled reminders via connected mail/SMS.
3.11. Asana
• Feature/Setting: Rule “New hire project created”, action: schedule recurring tasks & email/slack reminders.
3.12. Trello
• Feature/Setting: Butler automation “card added with onboard label”, actions: checklist assignment, deadline reminder notifications.
3.13. Salesforce
• Feature/Setting: Process Builder – “New Employee” record triggers email, SMS, or task sequence for onboarding/training.
3.14. Workday
• Feature/Setting: Business Process step for “New Hire”, automated announcement and reminder setup.
3.15. HubSpot
• Feature/Setting: Workflows with trigger as employee added to onboarding pipeline, actions: automated emails and scheduled reminders.
3.16. Zoho CRM
• Feature/Setting: Workflow automation for employee onboarding, with regular follow-up email/SMS triggered by task status.
3.17. Pipedrive
• Feature/Setting: Workflow Automation – “Person added”, assign onboarding activity & auto-remind.
3.18. ClickUp
• Feature/Setting: Automations for “New employee task list”, scheduled reminders on all training tasks.
3.19. Notion
• Feature/Setting: Integration via API or third-party tools, trigger database update, automate checklist reminders and notifications.
3.20. Freshteam
• Feature/Setting: Workflow “Onboarding Initiated”, send checklists and timed emails/SMS reminders using built-in notification rules.
Benefits
4.2. Reduces manual supervision needed for compliance and training schedules.
4.3. Enhances transparency and accountability by logging reminders and completion events.
4.4. Lowers risk of non-compliance penalties and customer service lapses through systematic process adherence.