HR and Workforce ManagementPurpose
1.2. Automatedly guides new employees through digital forms, ensures secure receipt of required HR documents (ID, certifications, tax forms), triggers training assignments, and synchronizes with payroll and IT systems.
1.3. Automate compliance with industry regulations via digital archiving and automate notifications for missing or expired documents.
Trigger Conditions
2.2. Automated trigger via email from HR with candidate details.
2.3. Manual initiation by HR via workflow dashboard for walk-in recruitment or temp staffing.
Platform Variants
• API: OnboardingEvents
• Feature/Setting: Automate new hire event triggers, route to document checklist workflow.
3.2. Workday
• API: Onboarding Start
• Feature/Setting: Automator configures event-based flows for sending onboarding packets.
3.3. BambooHR
• API: NewEmployee
• Feature/Setting: Automate collection of employee data and autofill document templates.
3.4. DocuSign
• API: Envelopes:create
• Feature/Setting: Automates sending, signing, and archiving contracts and tax forms.
3.5. G Suite (Google Drive, Forms)
• API: Drive API v3, Forms API
• Feature/Setting: Automates form sending for collecting tax IDs, certifications, and uploads to secure folders.
3.6. Dropbox Business
• API: File requests
• Feature/Setting: Automated file collection, compliance folder creation per new employee.
3.7. Microsoft Power Automate
• Connector: SharePoint/Outlook
• Feature/Setting: Automated workflow emails, document submission, and status monitoring.
3.8. ServiceNow HRSD
• API: Case Management
• Feature/Setting: Automates onboarding case creation and automated task assignments for document verification.
3.9. Slack
• API: Conversations.postMessage
• Feature/Setting: Automate onboarding welcome messages, collect digital signatures, document links.
3.10. Zoho People
• API: OnboardEmployee
• Feature/Setting: Automated employee onboarding checklists and forms dispatch.
3.11. ADP Workforce Now
• API: Onboarding
• Feature/Setting: Automates document requisition and compliance reviews.
3.12. Greenhouse
• API: Onboarding Plan Start
• Feature/Setting: Automated document collection trigger at candidate offer acceptance.
3.13. Trello
• API: Card:add
• Feature/Setting: Automate onboarding card creation, checklist tracking for documents.
3.14. Gusto
• API: Employee.new
• Feature/Setting: Automates delivery of e-forms and document-exchange requests.
3.15. Freshteam
• API: Employee Onboarding
• Feature/Setting: Automated checklist and document upload management.
3.16. Asana
• API: Tasks.create
• Feature/Setting: Automates onboarding task assignment and document deadlines.
3.17. Paycor
• API: Onboarding Workflow
• Feature/Setting: Automates provisioning of onboarding packets and document task tracking.
3.18. Monday.com
• API: Item:create
• Feature/Setting: Automator tracks onboarding stages, collects responses and file uploads.
3.19. Salesforce Flow
• API: Onboarding Process Automation
• Feature/Setting: Automates document requests, status reporting, and escalation.
3.20. HelloSign
• API: Signature Request
• Feature/Setting: Automates secure e-signature workflow for compliance forms.
Benefits
4.2. Ensures automated compliance in metal fabrication HR documentation via standardized, auditable digital trails.
4.3. Automates reminders and follow-ups, reducing HR workload and ensuring all documents are collected before start date.
4.4. Scales onboarding for shops with fluctuating staff demands through plug-and-play automated flows.
4.5. Automated integration with payroll, training, and compliance systems ensures seamless new hire experience.