Onboarding/offboarding workflow automations

Purpose

1.1. Automate staff onboarding/offboarding workflow to streamline integration and departure of employees in family counseling practices.
1.2. Automates sequential tasks such as new staff account creation, granting or revoking access, equipment assignment, training scheduling, compliance document management, and notification flows.
1.3. Ensures a consistent, compliant, and efficient setup or closure of staff digital and operational resources, reducing manual errors and administrative burden.

Trigger Conditions

2.1. Automated initiation on hiring or resignation/termination events logged in HR platform.
2.2. Manual trigger by admin for exceptional onboarding/offboarding needs.
2.3. Triggers from integrations—e.g., signed offer letter, contract expiry, or role-change API event.

Platform Variants

3.1. BambooHR
• Feature/Setting: Employee lifecycle API—automate user status changes, trigger onboarding forms upon 'hired' status.

3.2. Workday
• Feature/Setting: HCM Onboarding API—automate provisioning, auto-enroll in orientation courses, automatedly email onboarding checklist.

3.3. G Suite (Google Workspace)
• Feature/Setting: Admin SDK—automate user account creation/deletion, automate group assignments.

3.4. Microsoft 365
• Feature/Setting: Graph API—automate mailbox setup, team access, deactivate accounts upon exit.

3.5. Okta
• Feature/Setting: Lifecycle Management—automate app access granting/revoking, automate group memberships.

3.6. Slack
• Feature/Setting: SCIM API—automate user role/channel assignments for new hires, automatedly deactivate accounts.

3.7. Zoom
• Feature/Setting: User Management API—automate license allocation/removal, onboarding webinar registration.

3.8. DocuSign
• Feature/Setting: Envelope API—automate dispatch and tracking of compliance and onboarding documents.

3.9. Asana
• Feature/Setting: Project Templates—automate task assignment for onboarding training, resource checklist.

3.10. Trello
• Feature/Setting: Board Automation—automatically create onboarding boards/cards for each new staff.

3.11. Zendesk
• Feature/Setting: API—automate agent account creation, automate resource access mapping.

3.12. Salesforce Health Cloud
• Feature/Setting: User API—automate onboarding for HIPAA-compliant CRM access, permission set automation.

3.13. ADP Workforce Now
• Feature/Setting: Employee API—automatically start onboarding pay/benefit setup workflow.

3.14. Freshservice
• Feature/Setting: Orchestration Center—automate IT asset assignment and access permissions automatedly.

3.15. ServiceNow
• Feature/Setting: Workflow Designer—automate onboarding/offboarding service requests, automate knowledge base assignments.

3.16. Rippling
• Feature/Setting: Unified Onboarding API—automate provisioning/deprovisioning of counseling software and payroll.

3.17. Calendly
• Feature/Setting: Webhooks—automate welcome meeting invitations scheduled for new staff.

3.18. Dropbox Business
• Feature/Setting: Team API—automatically assign folder permissions, automate file access removal on exit.

3.19. LastPass
• Feature/Setting: Enterprise API—automate passwords and credential management onboarding/offboarding.

3.20. QuickBooks Payroll
• Feature/Setting: Employee API—automatically add/remove staff from payroll during onboarding/offboarding.

Benefits

4.1. Automated staff onboarding/offboarding ensures error-free, fast, and compliant processes.
4.2. Automation reduces HR and IT workload, automating setup/closure to save time and costs.
4.3. Automator tools maintain records, automate compliance checks, and enable audit trails for accrediting bodies.
4.4. Onboarding automation accelerates employee productivity and engagement, while offboarding automation secures sensitive health data by automating access revocation.