Onboarding and offboarding workflows for staff

Purpose

1.1. Automate onboarding and offboarding workflows for staff at HIV testing centers, ensuring compliance, rapid provisioning/de-provisioning, secure access control, HR documentation, equipment allocation, policy acknowledgement, and audit readiness.
1.2. Automating tasks across HR, IT, compliance, and admin for efficient induction, exit, and record management, with reduced manual effort and minimized errors.

Trigger Conditions

2.1. Automated trigger on new staff creation/removal in HRIS or recruitment systems.
2.2. Automatedly triggered by completed interview or resignation/termination form submissions.
2.3. Scheduled triggers for contract start/end dates or periodical audits.

Platform Variants

3.1. Microsoft Office 365
• Feature/Setting: Automated user creation/deletion via Microsoft Graph API; sample — automate POST /users and automate DELETE /users/id on event.
3.2. Workday
• Feature/Setting: Automated onboarding/offboarding via Workday API's Hire/Terminate Worker operations; configure automated triggers on job status change.
3.3. BambooHR
• Feature/Setting: Automated onboarding tasks via BambooHR API's employee endpoints; automate POST /employees and automate workflow assignments.
3.4. G Suite (Google Workspace)
• Feature/Setting: Automated account creation/removal via Google Admin SDK Directory API; automate insert/delete users.
3.5. Okta
• Feature/Setting: Automated identity and access provisioning/deprovisioning using Okta API; automate /api/v1/users and /lifecycle/deactivate.
3.6. Slack
• Feature/Setting: Automated user invitation/removal via Slack SCIM API; automate POST /Users and automate PATCH /Users/{id}.
3.7. Zendesk
• Feature/Setting: Automated account lifecycle via Zendesk Users API; automate create/update/delete agent upon onboarding/offboarding events.
3.8. GitHub
• Feature/Setting: Automated repository and team access management with GitHub API; automate add/remove users to org/teams.
3.9. Trello
• Feature/Setting: Automated board/member management via Trello API; automate POST /boards, PUT /boards/{id}/memberships.
3.10. Asana
• Feature/Setting: Automated project/task assignments using Asana API; automate POST /tasks for onboarding tasks.
3.11. Zoom
• Feature/Setting: Automated user provisioning/deprovisioning via Zoom API /users endpoint.
3.12. DocuSign
• Feature/Setting: Automated contract dispatch and collection via DocuSign eSignature API; automate POST /envelopes.
3.13. DocuWare
• Feature/Setting: Automate HR file archiving/deletion using DocuWare Platform API's file create/delete calls.
3.14. Salesforce
• Feature/Setting: Automated contact creation/removal and task flows with Salesforce API; automate POST /sobjects/Contact for onboarding follow-ups.
3.15. ServiceNow
• Feature/Setting: Automate help desk ticket creation for onboarding/offboarding tasks via ServiceNow API POST /incident.
3.16. SendGrid
• Feature/Setting: Automated onboarding/offboarding notification emails via SendGrid Mail Send API; automate POST /mail/send.
3.17. Twilio SMS
• Feature/Setting: Automate SMS announcements for onboarding sessions via Twilio Programmable SMS API; automate POST /Messages.
3.18. Monday.com
• Feature/Setting: Automated onboarding board/task creation via Monday GraphQL API; automate create_item mutation.
3.19. Microsoft Teams
• Feature/Setting: Automated team membership management via Microsoft Teams Graph API; automate add/remove members POST /groups/{id}/members.
3.20. Dropbox Business
• Feature/Setting: Automate user and folder provisioning with Dropbox Business API team/member endpoints.

Benefits

4.1. Automated onboarding/offboarding minimizes compliance risks, ensuring staff access is provisioned/revoked systematically.
4.2. Automates onboarding document collection, security briefings, and task assignment.
4.3. Automating notifications and status tracking for audit-readiness and management visibility.
4.4. Automator dramatically reduces manual input for HR, IT, and admin staff, accelerating new-staff productivity and securely managing exits.
4.5. Automation ensures consistent, error-free processes for every staff lifecycle event.