Purpose
1. Automate the delivery of onboarding task reminders for new hires, ensuring all required steps for staff integration, compliance, kitchen-safety, food handling, and customer service procedures are completed in a timely, automated, error-free manner.
2. Centralize reminder automation across communication channels (email, SMS, chat, task management), reducing the need for manual follow-ups and supporting operational scalability in staff onboarding.
3. Automatedly track completion status, escalations for pending tasks, and feedback collection, integrating with HR, scheduling, and knowledge base systems for a fully automatable onboarding experience.
Trigger Conditions
1. Automatedly triggered on new hire entry in HR software or payroll database.
2. Automates reminder scheduling based on predetermined onboarding task timelines.
3. Automated trigger on incomplete tasks as deadlines approach or are missed.
4. Automation responds to manager updates or HR policy changes.
Platform Variants
1. Microsoft Teams
- Feature/Setting: Automate sending scheduled onboarding task reminders using Teams Bots/API; configure webhook for real-time notifications.
2. Slack
- Feature/Setting: Automate personalized task reminders using Slack Workflow Builder and API, configured to DM new hires at set intervals.
3. Twilio SMS
- Feature/Setting: Automate SMS reminders using Twilio Programmable Messaging API; sample: schedule message endpoint with employee phone numbers.
4. SendGrid
- Feature/Setting: Automate onboarding emails using SendGrid’s REST API; configure automation templates with variables for each new hire.
5. Gmail
- Feature/Setting: Automate onboarding reminders via Gmail API; pre-set labels trigger automated notification emails.
6. Outlook
- Feature/Setting: Automate onboarding task reminders using Microsoft Graph API to schedule calendar events/reminders.
7. Asana
- Feature/Setting: Automate onboarding task assignments and notifications via Asana Tasks API; configure dependencies and reminder schedules.
8. Trello
- Feature/Setting: Automate Trello card assignments and checklist reminders using Trello API/Webhooks.
9. Monday.com
- Feature/Setting: Automate onboarding taskboard updates & reminders using Monday API automation recipes.
10. Zoho People
- Feature/Setting: Automate workflow for onboarding with Zoho People API; set reminders through automated tasks.
11. BambooHR
- Feature/Setting: Automate onboarding trigger on employee record creation with BambooHR API; automate custom reminders for each onboarding step.
12. Workday
- Feature/Setting: Automate onboarding process flows leveraging Workday Studio API connectors; set automated task deadline alerts.
13. Google Calendar
- Feature/Setting: Automate reminder events using Google Calendar API for onboarding task due dates.
14. Notion
- Feature/Setting: Automate onboarding workspace updates and reminders via Notion API; configure automated reminder blocks.
15. Intercom
- Feature/Setting: Automate in-app onboarding messages and reminders through Intercom Conversations API.
16. HubSpot
- Feature/Setting: Automate onboarding email sequences and follow-ups using HubSpot Workflows and API.
17. Salesforce
- Feature/Setting: Automate onboarding task assignment & notifications with Salesforce Process Automation and Apex triggers.
18. Zendesk
- Feature/Setting: Automate onboarding ticket reminders via Zendesk Triggers API; configure onboarding workflow tickets.
19. Basecamp
- Feature/Setting: Automate onboarding schedules and to-do reminders using Basecamp To-dos API.
20. ClickUp
- Feature/Setting: Automate onboarding tasklists and notification automations via ClickUp Automations & API.
21. Airtable
- Feature/Setting: Automate reminder triggers using Airtable Automations; configure automated onboarding checklist updates.
22. Wrike
- Feature/Setting: Automate onboarding projects and automated task reminders using Wrike API Custom Workflows.
Benefits
1. Automates workflow, reducing manual effort and missed onboarding steps.
2. Automation improves new hire experience and accelerates readiness for service.
3. Enables automatable scalability as restaurant grows staff count.
4. Automatedly increases compliance with regulatory and safety requirements.
5. Reduces administrative overhead through automation and centralized tracking.
6. Automation ensures consistent onboarding quality, reducing turnover risk.
7. Automator-driven flexibility to escalate, report, or adapt based on real-time onboarding progress.