Staff Management & Internal Operations**Purpose**
1.2. Automate document collection, background checks, training assignment, and HR record creation.
1.3. Facilitate compliance with health and employment regulations.
1.4. Accelerate time-to-productivity for staff while reducing manual HR workload.
1.5. Ensure tracking and archival of credentials, licenses, and certifications.
1.6. Maintain ongoing staff eligibility and manage expirations/renewal reminders.
**Trigger Conditions**
2.2. Employment offer acceptance via e-sign platform or HR portal.
2.3. Credential/documents upload detected in storage folder or email.
2.4. Manager submits “new staff onboarding” form.
2.5. Scheduled onboarding start date arrival.
**Platform Variants**
3.1. Microsoft Power Automate
• Trigger: “When a new record is created” in Microsoft Dataverse.
• Action: “Get file content” from OneDrive, “Start an approval” for background check.
3.2. BambooHR
• Webhook: Employee hired event.
• API: GET employee details, POST documents, trigger onboarding checklist.
3.3. DocuSign
• EnvelopeSent event to monitor signed onboarding packets.
• API: CreateEnvelope for credential verification form dispatch.
3.4. Greenhouse
• Webhook: Candidate hired.
• Endpoint: `GET /v1/candidates/{id}` to retrieve personal info for credential initiation.
3.5. Checkr
• API: POST `/v1/candidates` for background check initiation.
• Webhook: Background report completed.
3.6. Twilio
• Trigger: New onboarding.
• API: POST SMS via Programmable Messaging for onboarding instructions.
3.7. Slack
• Event: User added to “new-hires” channel.
• API: chat.postMessage for welcome and checklist reminders.
3.8. Workday
• REST API: Subscribe to “worker hire” event.
• Extract: Employee profile, initiate credential verification.
3.9. ADP
• Event: Onboarding process started.
• API: POST onboarding data, trigger custom actions for credentials.
3.10. Google Workspace
• Directory API: Create user.
• Drive API: Monitor onboarding document folder for submissions.
3.11. Formstack
• Submission event: New staff details received.
• API: GET submission, trigger workflow for HR and compliance.
3.12. HubSpot
• Workflow: New contact with “New Hire” property.
• API: Enroll contact to onboarding sequence.
3.13. Salesforce
• Process Builder: New employee record.
• API: Create credential verification task.
3.14. AWS S3
• Event: File upload in “onboarding” folder.
• Lambda Function: Trigger script to validate and route document.
3.15. Okta
• API: POST create user for directory entry.
• Trigger: Assign onboarding application access.
3.16. Zendesk
• Trigger: New HR ticket.
• API: Assign to onboarding workflow, notify compliance team.
3.17. SharePoint
• Document Library event: New credential upload.
• Flow: Alert HR, verify against requirements.
3.18. Zoom
• API: Auto-send invitation on onboarding initiation.
• Create “Intro to Care Services” webinar registration.
3.19. Google Sheets
• Script: New row with staff details.
• Automated script to send reminders for missing credentials.
3.20. Dropbox
• Webhook: Credential document uploaded.
• Script: Notify HR, trigger checklist completion.
3.21. SignNow
• API: Send onboarding credential form.
• Document completed event to advance next steps.
3.22. Monday.com
• Item creation: New staff onboarding board item.
• API: Move item to “Verification” status on credential submission.
3.23. Asana
• Task creation: New hire onboarding checklist.
• Trigger: Mark task as “Credential verified” upon document check.
**Benefits**
4.2. Decreases administrative workload and errors.
4.3. Accelerates credential validation for quicker staff placement.
4.4. Ensures regulatory deadlines are met through systematic reminders.
4.5. Provides auditable records for inspections and internal review.
4.6. Enhances new staff experience and readiness.