Automated onboarding for new therapists

Purpose

1.1. Streamline and standardize new therapist onboarding for ABA therapy practices.
1.2. Automate document collection, HRIS entry, training assignment, account provisioning, payroll setup, background checks, and welcome communications.
1.3. Reduce manual tasks for HR/Admin, minimize onboarding errors, and ensure regulatory compliance.
1.4. Accelerate therapist readiness and improve first-day experiences.

Trigger Conditions

2.1. New therapist record entered in Applicant Tracking System (ATS) or HRIS.
2.2. Signed employment contract submission.
2.3. Approval of onboarding request by HR/Manager.

Platform variants

3.1. BambooHR
• API: Create new employee profile with POST /employees
3.2. Workable
• Trigger: Candidate moved to “Hired” stage; Action: Start onboarding workflow via webhook
3.3. Google Drive
• Function: Auto-generate and share therapist folder; Permission settings via Drive API
3.4. DocuSign
• API: Send onboarding paperwork envelope with POST /envelopes
3.5. Greenhouse
• Webhook: Onboard new hire; API call to extract candidate data
3.6. Paylocity
• API: Initiate payroll provisioning via POST /employee/v2
3.7. Slack
• API: Send welcome message using chat.postMessage; Create user with admin.users.invite
3.8. Microsoft Teams
• API: Automate Teams channel invite and send onboarding guide with POST /chats
3.9. Google Workspace
• Admin SDK: Create user and assign onboarding checklist with POST /admin/directory/v1/users
3.10. Okta
• Function: Provision therapist SSO account via Users API
3.11. Rippling
• API: Add hire to company directory and assign benefits enrollment
3.12. Lever
• Webhook: Trigger onboarding checklist on candidate “Hired” event
3.13. Trello
• API: Create onboarding board, auto-add therapist as a member
3.14. Asana
• API: Assign onboarding tasks in an Asana project with POST /tasks
3.15. monday.com
• Function: Create item in onboarding board; assign therapist via mutations
3.16. Outlook 365
• Graph API: Create onboarding calendar invite, email welcome pack
3.17. ADP
• API: Register therapist for payroll and compliance via Workers.v2
3.18. Twilio
• API: Send onboarding SMS with key instructions via messages.create
3.19. Checkr
• API: Launch background check by creating candidate and invitation
3.20. Zoom
• API: Auto-create therapist user with POST /users; Schedule intro meeting
3.21. Freshservice
• API: Generate IT asset ticket for new hire onboarding
3.22. Calendly
• API: Auto-schedule orientation sessions using event scheduling endpoints
3.23. Zendesk
• API: Create support ticket for onboarding queries; assign onboarding agent
3.24. Google Forms
• API: Auto-send intake and benefits selection forms post-hire
3.25. Jotform
• API: Create pre-filled onboarding forms and send personalized links

Benefits

4.1. Cuts onboarding time by standardizing and pre-assigning workflows.
4.2. Reduces HR manual workload and lag in therapist readiness.
4.3. Ensures regulatory forms, compliance, and assets are never missed.
4.4. Improves therapist’s first day experience via timely, multi-channel communication.
4.5. Provides audit trails and data consistency across HR, IT, Payroll, and Compliance platforms.