Employee and HR AutomationPurpose
1.2. Automates the generation, distribution, and tracking of onboarding paperwork, account provisioning, asset allocation, orientation scheduling, and learning modules.
1.3. Ensures compliance, uniformity, and speed for new hires in-store and remote across the sporting goods retail business.
1.4. Automates background checks, orientation reminders, equipment requests, and accesses while reducing manual HR efforts.
1.5. Enhances employee experience through fully automated onboarding, reducing errors, delays, and manual input.
Trigger Conditions
2.2. Automatic triggers via HR approval, signed offer letter, or received candidate background check.
2.3. Automated sync from scheduled start date in scheduling platform.
2.4. Automating workflows for both full-time and part-time employee onboarding in retail stores.
Platform Variants
• Feature/API: "Human Resources / Hire Employee" — Automate new employee entry events and webhook integration.
3.2. BambooHR
• Feature: "New Employee Webhook" — Automate push to workflow upon profile creation.
3.3. Greenhouse
• API: "Candidate Hired" webhook — Automates workflow initiation upon hiring approval.
3.4. Sapling HR
• Feature: "Automated onboarding flows" — Auto-assign checklists and forms when onboarding is triggered.
3.5. Gusto
• API: "New Employee Created" — Triggers document sending and payroll onboarding automation.
3.6. Okta
• Feature: "User Lifecycle Management" — Automates provisioning of all retail-specific access on onboarding event.
3.7. Active Directory
• API: "User Provisioning" — Automates retail store network account creation.
3.8. Google Workspace
• API: "Directory API / Users.insert" — Automating creation of Google accounts for new hires.
3.9. Microsoft Teams
• API: "/teams/create" — Automate adding new hires to store team/channel and onboarding chat.
3.10. Slack
• API: "users.admin.invite" — Automates sending retail onboarding messages and resources in retail-specific channels.
3.11. Asana
• Feature: "Task Templates" — Automates assignment of onboarding tasks and checklists using custom templates.
3.12. Trello
• API: "Card Creation" — Automates checklist creation for store managers for new hires.
3.13. DocuSign
• API: "Envelope Creation" — Automates sending of legally required onboarding docs for e-signature.
3.14. Adobe Sign
• Feature/API: "Automated Agreement Sending" — Triggers automated distribution of policy acknowledgments.
3.15. Checkr
• API: "Candidate Background Check" — Automates background screening initiation and results retrieval.
3.16. LearnUpon
• API: "Add Learner to Course" — Automates assignment of mandatory safety and compliance training.
3.17. SAP SuccessFactors
• API: "Employee Central Onboarding" — Automates onboarding workflows synchronizing data across retail chain.
3.18. Zendesk
• API: "Create Ticket" — Automates IT helpdesk tickets for asset or locker allocation for sports store employees.
3.19. ServiceNow
• API: "Request Item" — Automate provisioning of uniforms, badges, and equipment.
3.20. Outlook 365
• API: "Calendar / Create Event" — Automates scheduling onboarding calls and store walk-throughs.
3.21. Twilio
• API: "Messages API" — Automates SMS reminders and orientation notifications to retail staff mobiles.
3.22. SendGrid
• API: "Transactional Send" — Automates onboarding email packs instantly for new hires.
Benefits
4.2. Ensures automated legal compliance and policy acknowledgments for every hire.
4.3. Unifies HR, IT, and security onboarding steps into a seamless automated workflow.
4.4. Automates notifications and reminders, raising completion rates for onboarding steps.
4.5. Reduces onboarding costs and administrative effort with end-to-end onboarding automation.
4.6. Automatedly improves new employee satisfaction and retention by ensuring consistency and clarity.