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Staff onboarding document sharing and task checklists

Purpose

1.1. Automate delivery of onboarding documents, completion of legal paperwork, and task assignment to new staff in Algerian restaurants.
1.2. Centralize all onboarding checklists, ensuring compliance, consistency, and timely induction.
1.3. Reduce manual workload for HR; track progress, collect e-signatures, and ensure all pre-opening requirements are met.
1.4. Support onboarding of chefs, servers, kitchen, and management staff with role-specific documents and training tasks.

Trigger Conditions

2.1. New employee record created in HR or scheduling system.
2.2. HR manual trigger on new hire’s first workday.
2.3. Receipt of a signed employment contract in digital document management system.
2.4. Scheduled trigger for batch onboarding before seasonal restaurant openings.

Platform Variants

3.1. Slack
• Feature: Post DM with onboarding checklist via Slack API (`chat.postMessage`).
• Setting: Configure bot token; map employee email to Slack ID.
3.2. Google Drive
• Feature: Auto-share folder containing onboarding docs using Drive API (`permissions.create`).
• Setting: Assign permission to employee’s Gmail; predefine document structure.
3.3. DocuSign
• Feature: Send contracts for e-signature with DocuSign API (`Envelopes:create`).
• Setting: Upload PDF, specify recipient email, define signing fields.
3.4. BambooHR
• Feature: Create onboarding tasks via BambooHR API (`POST Onboarding`).
• Setting: Set assignees, due dates, and attach documents.
3.5. Microsoft Teams
• Feature: Auto-invite to Onboarding team and post checklist using Teams API (`Add member`, `Send message`).
• Setting: Match email to Azure AD; pre-configure channel.
3.6. Monday.com
• Feature: Populate pulse with onboarding steps using Monday API (`items.create`).
• Setting: Spreadsheet mapping for job roles and tasks.
3.7. Trello
• Feature: Add onboarding card for each new staff using Trello API (`cards.create`).
• Setting: Board and list pre-defined for onboarding.
3.8. Asana
• Feature: Create onboarding project and assign tasks (`tasks.create`).
• Setting: Role-based template selection.
3.9. Zoho People
• Feature: Initiate onboarding checklist with Zoho API (`onboarding.start`).
• Setting: Department/position mapping.
3.10. Google Workspace
• Feature: Auto-create user and distribute onboarding emails (`Admin SDK`, `Gmail API`).
• Setting: Welcome letter/certificates auto-attached.
3.11. Notion
• Feature: Clone onboarding page for new hire via Notion API (`pages.create`).
• Setting: Task checklists auto-generated based on job type.
3.12. Dropbox
• Feature: Share onboarding document link with role-based permissions (`Sharing:create_shared_link`).
• Setting: Folder structure mirrors restaurant sections.
3.13. Zoho Sign
• Feature: Send digital documents for signing (`signDocument`).
• Setting: Attach Algerian labor contract templates.
3.14. ClickUp
• Feature: Create onboarding task list per user (`tasks/create`).
• Setting: Pre-set workflows for different kitchen/FOH roles.
3.15. Jira Core
• Feature: Auto-generate onboarding issues for each staff (`issue.create`).
• Setting: Workflows adjusted for restaurant unit.
3.16. Gusto
• Feature: Auto-enroll new hires for payroll onboarding (`POST /v1/employees`).
• Setting: Sync employment data and tasks.
3.17. Salesforce
• Feature: Assign onboarding journeys in Salesforce HR module (`Flow/Process Builder`).
• Setting: Automated case/task creation for compliance steps.
3.18. Zoho CRM
• Feature: Create and assign onboarding activities (`Activities.create`).
• Setting: Employee type triggers relevant sequence.
3.19. Intercom
• Feature: Send onboarding chat sequence to new staff (`conversations/create`).
• Setting: Onboarding flow by department.
3.20. Airtable
• Feature: Add record to onboarding table, auto-send emails (`Automations`).
• Setting: Filtered views for managers to track progress.

Benefits

4.1. Cut HR paperwork; error-free, instant document sharing.
4.2. Consistent induction; eliminates missed onboarding steps.
4.3. Complete audit trail; ensures Algerian legal compliance.
4.4. Accelerates readiness of new hires at all restaurant locations.

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