Airtable When we have a new employee.
TriggerEmployee Onboarding Automation
Transform overwhelming paperwork into a streamlined digital journey that lets new employees focus on what matters most—becoming valuable team members.
Book a call- Simplify paperwork
- Accelerate training
- Seamless Communication
- Ensure compliance
- Airtable
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Gmail Create a Gmail account for the new employee.
Action -
Slack Create a Slack account for the new employee.
Action - Slack
Add the new employee to #team-specific.
Action
Is this you?
Are you..
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Struggling to onboard new employees efficiently with outdated, manual processes?
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Wasting time managing scattered onboarding tasks across multiple tools and platforms?
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Wanting to create a smoother, more engaging onboarding experience for new team members?
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Searching for a way to track onboarding progress and ensure nothing falls through the cracks?
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Finding it hard to provide new hires with quick access to essential company information?
What is employee onboarding?
Employee onboarding is the process of integrating new hires into your organization, ensuring they feel equipped and confident to contribute effectively.
Here's what it typically includes:
- Automates manual processes
- Centralizes onboarding tasks
- Tracks progress
- Provides access
Benefits
How can employee onboarding help you?
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Save time and resources
Thanks to a standardized and automated onboarding process, training is successful every time.
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Boost employee retention
Make all important documents digitally and signed available promptly and on time, without forgetting anything.
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Increase productivity
Thanks to a standardized and automated onboarding process, training is successful every time.
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Streamline employee integration
Onboarding is the first post application process that new team members get to know. Make sure they are convinced.
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Ensure compliance & consistency
Thanks to a standardized and automated onboarding process, training is successful every time.
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Enhance company culture
Thanks to a standardized and automated onboarding process, training is successful every time.
Makeitfuture expertise
Backed by industry-recognized certifications and performance metrics
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500+
Clients
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15000+
Automations
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7+
Years of experience
Use-cases
Common employee onboarding use-cases
From document signing and role setup to team introductions, these use cases simplify the entire process for faster, more efficient onboarding.
01 / 05
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Document Signing
Speed up the paperwork process by automating document generation and signature collection, ensuring everything is signed on time.
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New hire A new employee is added to the onboarding system or HR database.
Trigger -
Docusign Create personalized employment agreement, NDA, and onboarding checklist.
Action - Docusign
Send the new hire the generated documents to sign electronically.
Action - Slack
Notify HR once the employee has signed the documents.
Action
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Onboarding progress tracking and task management
Create a personalized onboarding checklist that tracks the completion of essential tasks such as setting up payroll, completing training, and familiarizing with team workflows.
- New hire
A new employee is added to the onboarding system or HR database.
Trigger -
ClickUp Automatically create a task list for the new hire with role-specific tasks.
Action - ClickUp
Assign each task to the appropriate stakeholder (e.g., HR for paperwork, manager for team meetings).
Action - Gmail
Send automated reminders for overdue tasks to the new hire or stakeholders.
Action
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HR and Payroll Integration
Integrate onboarding software with HR and payroll platforms to automatically update new hire information for tax forms, benefits enrollment, and compensation setup.
- New hire
A new employee is added to the onboarding system or HR database.
Trigger -
Quickbooks payroll Automatically add the new hire details like: Name, position, start date, salary or hourly rate.
Action -
Zenefits Enroll the new hire in health insurance, retirement plans, and other benefits based on their role.
Action - Gmail
Notify HR and employee of completion.
Action
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Team introductions and social integration
Schedule and automate virtual or in-person meet-and-greets with key team members and managers to ensure the new hire feels welcomed and connected.
- New hire
A new employee is added to the onboarding system or HR database.
Trigger - Slack
Add new hire to team communication channels #general #team-channel.
Action -
Google meet Schedule a 15-minute virtual coffee chat with the team for the new hire's first week.
Action
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Role-Specific Access Provisioning
Set up system access (email, software tools, file permissions) based on the new hire's role, with automatic account creation for tools like Slack, Zoom, and your internal systems.
- New hire
A new employee is added to the onboarding system or HR database.
Trigger - Slack
Add new marketing manager to #marketing-team #campaign-stragety.
Action - Gmail
Send email to the new Marketing Manager with access credentials.
Action
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FAQ about employee onboarding automation
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What does employee onboarding automation do?
Employee onboarding automation digitizes tasks like sending documents, assigning training, tracking progress, and managing communication with new hires.
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How does onboarding automation help our process?
Automation reduces manual work by distributing documents, assigning tasks, tracking deadlines, and keeping the onboarding process consistent.
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How does automation ensure compliance?
Automation handles tasks like sending IT credentials, assigning training sessions, scheduling team introductions, and distributing handbooks or policies.
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Can automation adjust for different roles or teams?
Automation assigns role-specific tasks, training, and documents based on predefined workflows tailored to each position or department.
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How does automation handle feedback from new employees?
Automation collects feedback through surveys or forms and delivers it to HR for review, ensuring continuous improvement in the onboarding process.
Still got questions?
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