HomeEmployee onboarding and offboarding workflowsHuman Resources & Internal OperationsEmployee onboarding and offboarding workflows

Employee onboarding and offboarding workflows

Purpose

1.1. Automate and orchestrate every step of employee onboarding and offboarding in corporate paper production contexts.
1.2. Covers collecting personal info, auto-generating contracts, provisioning user accounts, permissions, compliance checks, welcome/kits access, equipment orders, safety training assignments, document signing, and automated exit checklists.
1.3. Ensures compliance with paper mill regulations, proper credential management, automatic notifications, and real-time workflow tracking for HR and IT admins.

Trigger Conditions

2.1. Automated workflow initiation on new hire entry in HRMS, resignation letter submission, or contract termination update in company directory.
2.2. Automatedly triggered by scheduled onboarding batch, API call from recruitment portal, or spreadsheet update by HR.

Platform Variants

3.1. Microsoft Teams
• Feature: Automated welcome message.
• Setting: Configure webhook to send message on onboarding trigger.
3.2. Microsoft Azure Active Directory
• Feature: Automated user account creation/deletion.
• Setting: Use "Users - Create" and "Users - Delete" API.
3.3. BambooHR
• Feature: Automate new hire profile creation.
• Setting: Use "POST /employees" endpoint.
3.4. DocuSign
• Feature: Automated contract signature.
• Setting: Configure Envelope creation API for HR documents.
3.5. Okta
• Feature: Automate permissions provisioning/revocation.
• Setting: Use "User Lifecycle" management APIs.
3.6. ServiceNow
• Feature: IT asset assignment and automated ticketing.
• Setting: Configure "Create Incident" endpoint.
3.7. Google Workspace
• Feature: Auto-generate email accounts for new employees.
• Setting: Use Directory API "users.insert".
3.8. Slack
• Feature: Automated onboarding channel invite.
• Setting: Use "conversations.invite" endpoint.
3.9. SAP SuccessFactors
• Feature: Automate employee data sync.
• Setting: Use "Employee Central" API.
3.10. Workday
• Feature: Automated position assignment.
• Setting: Use "Staffing" API.
3.11. Jira Service Management
• Feature: Automate onboarding/offboarding request creation.
• Setting: Use "Create Issue" API.
3.12. Salesforce
• Feature: Automate onboarding tasks for sales team.
• Setting: Use "Tasks" object creation via API.
3.13. Zoom
• Feature: Automated meeting invitations for onboarding.
• Setting: Use "Create Meeting" endpoint.
3.14. Active Directory (on-prem)
• Feature: Automated user provisioning.
• Setting: Use PowerShell scripts via remote execution.
3.15. Zendesk
• Feature: Automatize HR support ticket creation for new hires.
• Setting: Use "Tickets" API.
3.16. Kronos
• Feature: Automate timekeeping profile setup or deactivation.
• Setting: Use "Workforce Ready" API for user management.
3.17. ADP Workforce Now
• Feature: Automated payroll profile creation/updating on onboarding.
• Setting: Use "Employee" REST endpoint.
3.18. Trello
• Feature: Onboarding checklist automation for HR.
• Setting: Use "Add Card to Board" API.
3.19. Asana
• Feature: Automated task list assignment for each new hire.
• Setting: Use "Create Task" endpoint.
3.20. Freshservice
• Feature: Automated asset management for joiners/leavers.
• Setting: Use "Assets" API.

Benefits

4.1. Automates repetitive HR tasks, eliminating manual errors and accelerating onboarding/offboarding cycles.
4.2. Standardizes compliance and security via automated permission management and automated documentation.
4.3. Automator enables cross-system orchestration, triggering actions across all corporate platforms.
4.4. Enables HR to automate reporting and real-time workflow tracking, improving transparency.
4.5. Supports auditable, automated compliance logs for industrial regulations in paper production.
4.6. Minimizes risk by automatedly revoking assets/access for offboarding, preventing data leaks.
4.7. Increases new hire satisfaction by embracing a seamless, automated onboarding journey.

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