Staff and Teacher OperationsPurpose
1.2. Automatedly collect personal details, verify documents, and distribute staff handbooks/contracts.
1.3. Automates notifications to HR, IT, and management regarding new joiners.
1.4. Automates provisioning of access to IT/email, calendars, payroll, and resource booking systems.
1.5. Automates scheduling of required orientation sessions, training, and meetings.
1.6. Automates digital signature collection and compliance confirmations.
1.7. Automates reminders, progress tracking, and escalation for incomplete tasks.
1.8. Automates post-onboarding feedback collection and repository updates.
Trigger Conditions
2.2. Automates using trigger from ATS, manual HR entry, or a New Hire form submission.
2.3. Automates with API trigger from external HR calendaring system.
Platform Variants
• Feature/Setting: Automate onboarding request submission; configure Form Submit trigger with workflow.
3.2. Microsoft Power Automate
• Feature/Setting: Automator for HR document flow with "When a new response is submitted" in Microsoft Forms; automate connection to SharePoint/Teams/Outlook.
3.3. BambooHR
• Feature/Setting: Automate new hire API; configure "Employee Add" webhook for automation chain.
3.4. Workday
• Feature/Setting: Automates new hire onboarding with Workday Studio and "Start Onboarding" API.
3.5. Greenhouse
• Feature/Setting: Automate export new hire data on "Candidate Hired" webhook to downstream systems.
3.6. DocuSign
• Feature/Setting: Automate sending contract documents using "Envelope Create" API; automate reminders for unsigned documents.
3.7. Google Workspace (Gmail, Calendar, Drive)
• Feature/Setting: Automates account creation using Admin Directory API; configure with role-based resource access automation.
3.8. Slack
• Feature/Setting: Automate welcome messages and group invites with "user_change" event; automate #onboarding channel notice.
3.9. Trello
• Feature/Setting: Automate creation of onboarding task board using API "Create Board/Card" function.
3.10. Asana
• Feature/Setting: Automate onboarding task list creation with "Task Templates" and API POST to create new project/section.
3.11. Zoom
• Feature/Setting: Automate scheduling orientation meetings using "Create Meeting" API when new staff join.
3.12. SendGrid
• Feature/Setting: Automate sending onboarding emails with "Send Mail" API and schedule follow-ups.
3.13. Twilio
• Feature/Setting: Automate SMS notifications on onboarding status using Programmable Messaging API.
3.14. Microsoft Teams
• Feature/Setting: Automate team invite and welcome message using Microsoft Graph "Add Member to Team" API.
3.15. Salesforce
• Feature/Setting: Automate contact and user creation for new staff in "User" object via REST API.
3.16. Notion
• Feature/Setting: Automate onboarding templates filled per new staff; API POST "Create Page" for each onboarding.
3.17. Freshservice
• Feature/Setting: Automate creation of IT requests for hardware access using "Create Request" API.
3.18. Dropbox
• Feature/Setting: Automate folder creation/share with "Create Folder" API for document exchange.
3.19. Zendesk
• Feature/Setting: Automate support ticket on resource/access issues using "Create Ticket" API.
3.20. SurveyMonkey
• Feature/Setting: Automate post-onboarding feedback surveys using "Send Survey" endpoint.
3.21. Okta
• Feature/Setting: Automates SSO account provisioning with "Create User" API; automate group assign.
Benefits
4.2. Automates compliance and documentation process across systems.
4.3. Automator ensures task consistency, timely communications, and resource allocations.
4.4. Automates tracking and escalation to avoid onboarding delays.
4.5. Increases new staff satisfaction by streamlining onboarding automatable actions.
4.6. Centralizes onboarding progress and automates metrics in dashboard reporting.
4.7. Reduces manual errors and supports policy automation.
Automation of staff onboarding processes in the secondary school education sector creates a reliable, scalable, and automatable workflow from first day setup to integration and long-term engagement tracking.