Task & Workflow ManagementPurpose
1.2. Ensure regulatory and privacy compliance, reduce manual errors, enforce standard operating procedures, coordinate IT/system permissions, and ensure a smooth experience for staff transitions.
1.3. Notify relevant departments (HR, IT, Compliance, Facilities), request e-signatures, automate status reminders, archive activity logs, and verify task completions for audit readiness.
Trigger Conditions
2.2. Receipt of onboarding/offboarding request forms via HR software or web portal.
2.3. Change in employment status recorded in payroll or scheduling tool.
2.4. Admin triggers workflow from workflow management dashboard or intranet portal.
Platform Variants
3.1. Workday
• Feature: Onboarding Checklist API
• Setting: Trigger workflow when employee status changes via Workday REST API.
3.2. BambooHR
• Feature: Webhooks & Checklist endpoint
• Setting: Configure webhook to call BambooHR's /checklists API upon new employee creation.
3.3. Okta
• Feature: Lifecycle Management
• Setting: Automate user provisioning/deprovisioning via Okta SCIM API.
3.4. Microsoft Teams
• Feature: Automated messages/posts
• Setting: Use Teams Graph API to notify stakeholders and track checklist progress.
3.5. Slack
• Feature: Workflow Builder & Reminders
• Setting: Auto-create checklist channel and post tasks using Incoming Webhooks.
3.6. Jira Service Management
• Feature: Automation rules & Issues
• Setting: Use Automation rule to generate onboarding/offboarding issues per checklist item.
3.7. Trello
• Feature: Card & Board creation
• Setting: Auto-generate task board via Trello API and assign users.
3.8. ClickUp
• Feature: Templates & Automations
• Setting: Deploy onboarding/offboarding template lists via ClickUp API.
3.9. Google Workspace
• Feature: User lifecycle API
• Setting: Automate account creation/removal using Admin SDK Directory API.
3.10. DocuSign
• Feature: Envelope creation for e-sign
• Setting: Auto-send NDAs and forms for e-signature via DocuSign REST API.
3.11. Zendesk
• Feature: Task tickets & Triggers
• Setting: Generate onboarding/offboarding tickets using Zendesk API.
3.12. Asana
• Feature: Task templates and workflow
• Setting: Create project from onboarding template using Asana API.
3.13. ServiceNow
• Feature: HR Service Delivery Flow
• Setting: Trigger onboarding workflow via ServiceNow HRSD API.
3.14. Salesforce Health Cloud
• Feature: Process Builder Automation
• Setting: Initiate flow when new staff record added via REST API.
3.15. Mailgun
• Feature: Automated email notifications
• Setting: Send reminders and completion alerts using Mailgun API.
3.16. Twilio
• Feature: Programmatic SMS sending
• Setting: Notify staff of checklist actions via Twilio Messages API.
3.17. Notion
• Feature: Template duplication
• Setting: Clone onboarding/offboarding database templates via Notion API.
3.18. Google Forms
• Feature: Form submission triggers
• Setting: Auto-generate tasks on Google Form completion via Apps Script API.
3.19. Zoho People
• Feature: HR process workflows
• Setting: Initiate onboarding workflow through Zoho People’s API.
3.20. Smartsheet
• Feature: Sheet row automation
• Setting: Auto-insert tasks to onboarding sheet using Smartsheet API.
3.21. ADP Workforce Now
• Feature: Employee Lifecycle API
• Setting: Trigger checklist on employment status update using ADP API.
3.22. Monday.com
• Feature: Board automations
• Setting: Auto-populate onboarding/offboarding boards via Monday API.
Benefits
4.2. Minimizes onboarding delays and missed regulatory requirements.
4.3. Ensures clear visibility, escalation for overdue tasks, and detailed process auditability.
4.4. Enables cross-team collaboration and secure data hand-offs.