Purpose
1. Automate the entire new staff onboarding process for birth centers in the maternity services sector, ensuring compliance, timely setup, efficient provisioning, automated communications, record-keeping, and seamless task assignment from offer acceptance to first-day readiness.
2. Automates document collection, policy acknowledgements, training assignments, account creations, facility access, orientation scheduling, mentor assignment, asset allocation, and compliance checks in a unified task sequence.
3. Centralizes, streamlines, and automates manual HR, IT, and facilities workflows to reduce errors, standardize onboarding experiences, and meet regulatory requirements.
Trigger Conditions
1. Automation starts upon creation of a new staff profile in the HRIS or submission of an onboarding form.
2. Triggered by HR workflow status change to “Onboarding Initiated”.
3. Automatedly activated via e-signature of an offer letter.
4. Trigger on new user entry in Active Directory/Google Workspace.
5. Automates upon scheduled start date in HR platform.
Platform variants
1. BambooHR
• Feature/Setting: "New Hire Template" API — Automates onboarding task lists and reminders initiated for new staff.
2. Workday
• Feature/Setting: "Hire API" — Automates staff provisioning and document workflows when a hiring event is detected.
3. Okta
• Feature/Setting: "User Lifecycle Management" API — Automates user account provisioning and deprovisioning with SSO.
4. Google Workspace
• Feature/Setting: "Admin SDK: Users.insert" — Automates G Suite account and calendar setup for new staff.
5. Microsoft 365
• Feature/Setting: "Graph API: Create User" — Automates mailbox, Teams, and OneDrive assignments on employee join.
6. DocuSign
• Feature/Setting: "Envelope API" — Sends automated policy documents/NDAs for e-signature to new staff.
7. Slack
• Feature/Setting: "Users.admin.invite" — Automates invitation and onboarding channel assignments.
8. Asana
• Feature/Setting: "Tasks API" — Automates onboarding checklist generation assigned to the new employee and mentor.
9. Notion
• Feature/Setting: "Database API" — Automates allocation and tracking of onboarding resources and policies.
10. ServiceNow
• Feature/Setting: "ITSM Create Task" — Automates request and assignment of IT assets and facility access.
11. Zendesk
• Feature/Setting: "Tickets API" — Automates helpdesk ticket creation for facility, equipment, and IT setup.
12. Trello
• Feature/Setting: "Card Creation API" — Automated onboarding boards and progress tracking for each new hire.
13. Twilio
• Feature/Setting: "Programmable Messaging API" — Automates sending of SMS notifications to new staff regarding critical onboarding tasks.
14. SendGrid
• Feature/Setting: "Mail Send API" — Automates delivery of sequential welcome, compliance, and training emails.
15. Zoom
• Feature/Setting: "User Create API" — Automates account provisioning and invites for virtual orientations.
16. ADP
• Feature/Setting: "Events Notification" — Automates push of onboarding status to payroll and benefits modules.
17. Rippling
• Feature/Setting: "Employee Imports API" — Automates cascading onboarding sequences across HR, IT, and payroll.
18. Monday.com
• Feature/Setting: "Item Creation via API" — Automates population of onboarding boards, status updates, and deadline assignments.
19. Gusto
• Feature/Setting: "Employee API" — Automates onboarding task triggering and tracking for HR and benefits setup.
20. HubSpot
• Feature/Setting: "Workflows API" — Automates onboarding emails, task notifications, and status tracking.
21. SAP SuccessFactors
• Feature/Setting: "Employee Central Onboarding" API — Automates compliance checks and onboarding progressions.
22. Jira
• Feature/Setting: "Create Issue API" — Automated creation of onboarding support and IT configuration tasks.
23. PagerDuty
• Feature/Setting: "Incidents API" — Automates escalation or notifications if critical onboarding steps are incomplete.
24. Dropbox
• Feature/Setting: "Files API" — Automates sharing of onboarding resource folders and documentation.
25. Auth0
• Feature/Setting: "User Create API" — Automates account provisioning for secure access to healthcare applications.
Benefits
1. Automates multiplatform HR, IT, and facilities onboarding reducing manual intervention.
2. Ensures onboarding regulatory compliance, auditability, and standardized staff experience.
3. Automatedly tracks task progress, deadlines, and document completion with notifications and alerts.
4. Automator instantly provisions access, communications, and workspace so staff are productive from day one.
5. Automatable onboarding sequence reduces onboarding admin costs, error rates, and turnover risk.
6. Automating onboarding enhances staff satisfaction, retention, and integrates with continuous training workflows.
Staff Coordination & HR