Corporate & Administrative OperationsPurpose
1. Automate and streamline the digital onboarding process for new employees and volunteers, ensuring rapid access to essential systems, policy documents, task assignments, training, ID creation, and compliance completion in a shelter environment.
2. Reduce manual data entry, automate notifications, automate the setup of resources, and automate compliance tracking for quicker ramp-up and better resource allocation.
3. Automating onboarding increases retention and operational efficiency.
Trigger Conditions
1. Automated onboarding triggered when HR submits a new hire/volunteer form.
2. Automation activates via email arrival from hiring portal or via scheduled sync from HRIS system.
3. Automation starts upon document upload or e-signature completion.
4. Automate via calendar invite creation for orientation sessions.
Platform Variants
1. Okta
- Feature: API Create User — automates account generation and group assignment.
- API: /api/v1/users
2. BambooHR
- Feature: Employee Add API — automates insertion of personnel data.
- API: /api/gateway.php/{subdomain}/v1/employees/
3. DocuSign
- Feature: Envelope Send API — automates digital document signing for policies.
- API: /v2.1/accounts/{accountId}/envelopes
4. Slack
- Feature: Users Invite API — automates workspace invite for communications.
- API: /api/users.admin.invite
5. Google Workspace
- Feature: Directory API, automate account setup + group addition.
- API: /admin/directory/v1/users
6. Microsoft Azure AD
- Feature: Users - Create, automate provisioning of corporate credentials.
- API: /v1.0/users
7. Trello
- Feature: Cards API — automate onboarding checklist assignments.
- API: /1/cards
8. Asana
- Feature: Tasks API — automate task assignment onboarding flow.
- API: /api/1.0/tasks
9. Zapier
- Feature: Zap Webhooks — automate data passing between apps.
10. Workday
- Feature: Onboarding Web Services — automate HR record creation and flow trigger.
- API: /service/onboarding/v1/hire
11. Salesforce
- Feature: REST API — automate contact/volunteer record creation.
- API: /services/data/vXX.0/sobjects/Contact
12. Gusto
- Feature: New Hire API — automate payroll/benefits setup.
- API: /v1/employees
13. Freshservice
- Feature: Requester API — automate IT ticket for access provisioning.
- API: /api/v2/requesters
14. Twilio
- Feature: Programmable SMS — automate welcome text notification.
- API: /2010-04-01/Accounts/{AccountSid}/Messages.json
15. SendGrid
- Feature: Mail Send API — automate welcome orientation emails.
- API: /v3/mail/send
16. Calendly
- Feature: Event Schedule API — automate calendar invite for onboarding sessions.
- API: /scheduled_events
17. Dropbox
- Feature: Share Folder API — automate resource access to onboarding docs.
- API: /2/sharing/add_folder_member
18. Zoho Sign
- Feature: Send Document API — automate digital contract/policy sign-off.
- API: /api/v1/requests
19. Jira
- Feature: Issue Create API — automate IT onboarding ticket generation.
- API: /rest/api/3/issue
20. Typeform
- Feature: Responses API — automate intake data capture for onboarding.
- API: /forms/{form_id}/responses
21. Greenhouse
- Feature: Onboarding API — automate new hire data flow integration.
- API: /v1/newhires
22. Notion
- Feature: Page Create API — automate onboarding document and checklist delivery.
- API: /v1/pages
Benefits
1. Automated workflows accelerate setup for employees/volunteers, automating credentialing and training.
2. Automating notifications ensures all stakeholders have visibility without manual intervention.
3. Automator-driven compliance and document signing reduces legal risks.
4. Automates reduction in manual errors and omits redundant onboarding steps.
5. Automated reporting enables HR and leadership to track onboarding progress in real time.
6. Automation platform diversity enables integration with any existing system, maximizing investment.
7. Automates policy dissemination and acknowledgement, ensuring regulatory conformance.
8. Automates task reminders, drastically reducing onboarding delays and missed items.