Automated onboarding/offboarding of clinical staff

Purpose

1.1. Automate the end-to-end process for onboarding and offboarding anesthesiologists, covering credentialing, system access, compliance, training, and notifications.
1.2. Ensure secure, timely provisioning and deactivation of accounts and equipment assignments.
1.3. Integrate multi-system workflows for seamless HR, IT, compliance, and operational alignment.

Trigger Conditions

2.1. HRIS onboarding/offboarding event (new hire or termination).
2.2. Addition/removal of user from Active Directory/SSO group.
2.3. Submission of onboarding/offboarding request form.
2.4. Offer acceptance or contract termination in applicant tracking system (ATS).
2.5. Manual trigger from admin dashboard as fallback.

Platform Variants

3.1. Workday
• API: /v1/workers
• Setting: Trigger on worker creation or termination event.
3.2. BambooHR
• API: Employee endpoints (GET/POST/DELETE /employees/{id})
• Setting: Trigger automation on new employee record or status change.
3.3. Okta
• API: /api/v1/users
• Setting: Auto-provision/deprovision SSO and app access based on lifecycle event.
3.4. Active Directory (Microsoft Graph API)
• API: /users, /groups
• Setting: Add/remove user to anesthesiology group per onboarding status.
3.5. DocuSign
• API: /v2/accounts/{accountId}/envelopes
• Setting: Auto-send credentialing and agreement e-signatures.
3.6. ServiceNow
• API: /api/now/table/sc_req_item
• Setting: Auto-create IT equipment/service ticket at onboarding.
3.7. Salesforce Health Cloud
• API: /services/data/vXX.X/sobjects/User
• Setting: Onboard clinical staff as Healthcare Providers, manage permissions.
3.8. Epic (EHR)
• API: FHIR endpoints /Practitioner, /PractitionerRole
• Setting: Auto-create/deactivate EHR access for anesthesiologist role.
3.9. SAP SuccessFactors
• API: /odata/v2/User
• Setting: Automate user creation/status update.
3.10. G Suite Admin SDK
• API: /admin/directory/v1/users
• Setting: Auto-provision/deactivate Google Workspace account.
3.11. Slack
• API: users.admin.invite, users.admin.setInactive
• Setting: Automated onboarding/addition or deactivation of staff in Slack workspace.
3.12. Microsoft Teams (Graph API)
• API: /teams/{id}/members
• Setting: Add/remove anesthesiologist to relevant channels on workflow event.
3.13. Trello
• API: /boards/{id}/members
• Setting: Assign onboarding checklist cards; remove post-offboarding.
3.14. Zendesk
• API: /api/v2/users
• Setting: Create/disable clinical support account.
3.15. PagerDuty
• API: /users
• Setting: Onboard/offboard to incident/on-call schedules.
3.16. LinkedIn Talent Solutions
• API: /talent/people
• Setting: Automatically update onboarding milestones and offboarding notifications.
3.17. Kronos (UKG)
• API: /api/v1/employees
• Setting: Sync HR timesheet/enrollment records.
3.18. Zoom
• API: /users
• Setting: Auto-create/disable meeting account on staff event.
3.19. AWS IAM
• API: /create-user, /delete-user
• Setting: Configure onboarding/offboarding of accounts for departmental resources.
3.20. SendGrid
• API: /mail/send
• Setting: Auto-send welcome/farewell and credentialing emails to staff.

Benefits

4.1. Accelerates time-to-productivity for new anesthesiologists.
4.2. Ensures compliance and audit readiness by automating access controls.
4.3. Minimizes manual errors or missed steps across departments.
4.4. Reduces IT and admin workload for repetitive onboarding/offboarding tasks.
4.5. Delivers a consistent and secure experience for clinical personnel.