Faculty and Staff Operations AutomationPurpose
1.2. Streamline collecting required documents, background checks, system account provisioning, training assignments, payroll setup, access controls, and welcome communications for higher efficiency, compliance, and user experience.
1.3. Ensure that onboarding is standardized, consistently tracked, auditable, and fully integrated with business education operational systems.
1.4. Deliver automated escalation for incomplete steps, reducing HR follow-up time and improving adherence to onboarding milestones.
1.5. Enable feedback collection and process improvements via automated recurring evaluations post-onboarding.
Trigger Conditions
2.2. Digital signature on offer letter or contract.
2.3. Automated notification from job acceptance forms.
2.4. Scheduled onboarding cohort start dates.
2.5. Email trigger from department head or HR.
2.6. Completion of required background check step.
Platform Variants
3.1. Workday
• Function/API: Onboarding (Launch Onboarding API); Automate employee record creation and provisioning.
3.2. BambooHR
• Feature: New Employee Welcome Email Automation; Configure template and triggers for onboarding notifications.
3.3. Greenhouse
• API: Candidate Hired Webhook; Setup automator to kick off onboarding upon hiring event.
3.4. DocuSign
• Feature: Automated Document Collection; Use "Envelope Signed" trigger for automating next onboarding step.
3.5. Okta
• API: User Provisioning; Automatically generate access credentials and single sign-on configuration.
3.6. Microsoft Power Automate
• Action: New Employee Automator; Automate Teams workspace creation and send onboarding tasks.
3.7. Slack
• API: Conversations.invite; Automatic channel invites and onboarding guide delivery.
3.8. Google Workspace Admin
• API: User Management; Automated account and group memberships.
3.9. Zoom
• API: Automated Meeting Scheduling; Set initial orientation sessions upon team assignment.
3.10. ServiceNow
• Module: HR Service Delivery - Automated Case Assignment; Route onboarding cases based on role.
3.11. Jira Service Management
• API: Automated Request Creation; Generate and track onboarding tickets.
3.12. SendGrid
• API: Automated Email Onboarding Sequence; Schedule timed emails for next-steps information.
3.13. Twilio
• Function: SMS Notifications; Automate text reminders for task completion.
3.14. Asana
• API: Automated Task Assignment; Preconfigured onboarding checklist tasks assigned.
3.15. Trello
• Automation: Card Creation via API; New employee boards with automatable steps.
3.16. Salesforce
• Flow Builder: Employee Journey Automation; Automate onboarding pipeline and status.
3.17. SAP SuccessFactors
• OData API: Onboarding Data Sync; Automating employment and personal data integration.
3.18. ADP Workforce Now
• Webhook/API: Automated Payroll Enrollment; Trigger auto-registration for new employees.
3.19. SurveyMonkey
• Integration: Automated Feedback Request; Send post-onboarding evaluations.
3.20. Dropbox Business
• Admin API: Automated Folder Provisioning; Create personal and shared resource folders.
3.21. Calendly
• API: Onboarding Session Booking Automation; Link calendar availability for orientation.
3.22. Zendesk
• Trigger: Automated IT Helpdesk Ticketing; Create IT onboarding support tickets for new joiners.
3.23. Monday.com
• API: Board Automation; Assign onboarding progress tracking and task automation.
Benefits
4.2. Automated tracking and reminders reduce missed steps and improve compliance.
4.3. Centralizes new joiner communications and documentation automatedly.
4.4. Accelerates faculty/staff time to productivity through seamless automated access provisioning and training.
4.5. Automator consolidates feedback for continuous experience improvements.
4.6. Audits show all onboarding actions automatedly performed and logged for regulatory needs.
4.7. New staff and faculty report improved clarity and satisfaction from automation of repetitive onboarding interactions.