Onboarding flow for new employees

Purpose

1. Automate onboarding flows for new hires at a hearing aid store to streamline HR, compliance, training, and IT setup in the audiology retail healthcare sector.

2. Automates document collection, training assignments, user account creation, device provisioning, benefits enrollment, compliance tasks, handoff scheduling, and communications.

3. Automating ensures consistency in onboarding, reduces manual errors, and speeds up productivity for clinicians, sales associates, technicians, and administrative personnel.

Trigger Conditions

1. Automated initiation when a new hire contract is signed and entered into the HRIS.

2. Autogenerated flows upon form completion by hiring manager or HR submission of onboarding request.

3. Automate via API call from e-signature platform (e.g., DocuSign), notifying automator to orchestrate next onboarding steps.

Platform Variants

1. DocuSign

• Feature/Setting: Envelope Event Notification API. Set webhook to automate onboarding flow trigger after contract signature.
  

2. BambooHR

• Feature/Setting: Employee Onboarding API. Configure webhook for automated onboarding process start upon profile creation.
  

3. Workday

• Feature/Setting: Business Process Framework. Set automatable onboarding business process to run post-hire.
  

4. ADP Workforce Now

• Feature/Setting: Event Notifications API. Automates creation of user records and essential documentation distribution.
  

5. Gusto

• Feature/Setting: Onboarding API. Automator for new employee account, tax document completion, and payroll integration.
  

6. Okta

• Feature/Setting: Lifecycle Management API. Automatedly provisions new staff to company resources, email, and key business apps.
  

7. Google Workspace

• Feature/Setting: Directory API. Automates new user and group creation, welcome email, access to shared folders.
  

8. Microsoft 365

• Feature/Setting: Graph API. Automates setup of email, Teams account, calendar, and OneDrive folders for each new hire.
  

9. ServiceNow

• Feature/Setting: Employee Onboarding Module. Automates case tasks for IT, facilities, and compliance teams.
  

10. Slack

• Feature/Setting: Conversations API. Automatedly adds new hire to onboarding channels with initial welcome message.
  

11. Zoom

• Feature/Setting: User Management API. Automator for account creation and auto-invite to training webinars.
  

12. TalentLMS

• Feature/Setting: Users API. Automates enrolment of new hire in compliance and product training relevant to audiology.
  

13. Zenefits

• Feature/Setting: Employee Onboarding API. Automates personnel record population and benefits setup.
  

14. Expensify

• Feature/Setting: Policy API. Automates user invitation to expense reporting and travel automation systems.
  

15. Salesforce Health Cloud

• Feature/Setting: REST API. Automates CRM access so audiology clinicians can automatedly manage patient onboarding.
  

16. Asana

• Feature/Setting: Tasks API. Automates checklist assignments for new employee setup tasks.
  

17. Trello

• Feature/Setting: Cards API. Automates population of onboarding task board for role-specific onboarding.
  

18. Zendesk

• Feature/Setting: Users API. Automates helpdesk profile and onboarding-related support ticket creation.
  

19. Dropbox

• Feature/Setting: API v2. Automates shared access to internal files and audiology product datasheets.
  

20. SendGrid

• Feature/Setting: Transactional Email API. Automates welcome emails, login credential instructions, and HR requests.
  

21. Jira

• Feature/Setting: REST API for automated creation of IT/support onboarding issues and workflow tasks.
  

22. Calendly

• Feature/Setting: Event Scheduling API to automate handoff meeting scheduling with mentors or department leads.
  

23. Paylocity

• Feature/Setting: Employee Import API for automating payroll registration.
  

24. Lucidchart

• Feature/Setting: User Management API to automate access to audiology workflow diagrams and SOPs.
  

25. LastPass

• Feature/Setting: Enterprise API for automating secure credential distribution to hearing aid diagnostics systems.
  

Benefits

1. Automates manual onboarding steps, saving HR/admin time.

2. Automatedly enforces compliance and training requirements unique to hearing aid retail and audiology.

3. Increases new employee productivity via rapid automated account, resource, and training setup.

4. Minimizes human errors by standardizing onboarding steps through automation.

5. Automator enables seamless handoff and communication across HR, IT, audiology, and retail teams.

6. Scalable—automation supports growth and multi-location audiology retail chains.