Finance & AdministrationPurpose
1.2. Automating the gathering of tax forms, ID proofs, contracts, certifications for glass handling, safety training, and payroll setup.
1.3. Automates communication between HR, managers, and new hires, ensuring all required onboarding documents are processed in compliance with industry standards and legal requirements.
Trigger Conditions
2.2. Offer letter acceptance by candidate.
2.3. Manual HR request to initiate onboarding.
2.4. Calendar date for scheduled onboarding batch.
2.5. Submission received via online onboarding portal.
Platform Variants
• Feature: Template sending API – Automate contract dispatch and collect e-signatures; sample: POST /envelopes
3.2. BambooHR
• Feature: Employee creation API – Automatedly create employee profiles and trigger onboarding checklists; sample: POST /employees
3.3. Google Drive
• Feature: File upload API – Automator stores submitted documents in structured folders; sample: POST /files
3.4. Microsoft Teams
• Feature: Automated notifications using Graph API – Dispatch automated onboarding alerts to HR; sample: POST /chats/{id}/messages
3.5. Slack
• Feature: Incoming Webhook – Send automated updates on onboarding status; sample: POST /services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX
3.6. Zapier
• Feature: Zap creation – Orchestrates flows between cloud apps to automate onboarding events.
3.7. Adobe Sign
• Feature: Automated signature request – Configures API to automate signed NDAs; sample: POST /agreements
3.8. Workday
• Feature: Onboarding step API – Automatedly starts new hire workflow tasks; sample: POST /onboardingTasks
3.9. Zoho People
• Feature: API onboarding initiation – Automatically assigns checklist items; sample: POST /employees
3.10. Jira Service Management
• Feature: Automated ticket creation – Trigger IT account setups; sample: POST /rest/api/3/issue
3.11. Google Forms
• Feature: Pre-filled form links – Automates data collection from new hires; GET /forms/{id}/responses
3.12. Trello
• Feature: Automated card creation – Trigger onboarding task boards; sample: POST /1/cards
3.13. Okta
• Feature: Automated provisioning API – Manage access to glass cutting software; sample: POST /api/v1/users
3.14. SendGrid
• Feature: Transactional email API – Automate process status emails; sample: POST /mail/send
3.15. Monday.com
• Feature: Automated item creation – Build and update onboarding pipelines; sample: POST /v2
3.16. Dropbox
• Feature: File requests API – Automate document requests and storage; sample: POST /file_requests/create
3.17. Salesforce
• Feature: Automated record creation – Onboard new staff as contacts; sample: POST /services/data/vXX.X/sobjects/Contact
3.18. QuickBooks
• Feature: Employee onboarding API – Automate payroll setup; sample: POST /v3/company/{company_id}/employee
3.19. Asana
• Feature: Automated task assignments – Automating HR checklist delivery; sample: POST /tasks
3.20. HubSpot
• Feature: CRM workflow automation – Sends forms and reminders; sample: POST /crm/v3/objects/contacts
3.21. AWS S3
• Feature: Automated document archival – Automate secure storage; sample: PUT /{bucket}/{key}
3.22. Calendly
• Feature: Automated meeting scheduling Webhook – Auto-book onboarding sessions; sample: POST /scheduled_events
Benefits
4.2. Reduces manual errors and administrative costs by automating repetitive onboarding steps.
4.3. Ensures optimal document security and auditable trails with automated storage and access controls.
4.4. Automatedly enhances transparency with real-time status updates to all stakeholders.
4.5. Supports scalable hiring during peak construction periods through reliable onboarding automation flows.
4.6. Improves new employee satisfaction with seamless, automated communications and tasks.