Employee Onboarding Automation

Transform overwhelming paperwork into a streamlined digital journey that lets new employees focus on what matters most—becoming valuable team members.

  • Simplify paperwork
  • Accelerate training
  • Seamless Communication
  • Ensure compliance
  • Airtable logo
    Airtable

    When we have a new employee.

    Trigger
    Gmail logo
    Gmail

    Create a Gmail account for the new employee.

    Action
    Slack logo
    Slack

    Create a Slack account for the new employee.

    Action
    Slack logo
    Slack

    Add the new employee to #team-specific.

    Action
    Is this you?

    Are you..

    Struggling to onboard new employees efficiently with outdated, manual processes?

    Wasting time managing scattered onboarding tasks across multiple tools and platforms?

    Wanting to create a smoother, more engaging onboarding experience for new team members?

    Searching for a way to track onboarding progress and ensure nothing falls through the cracks?

    Finding it hard to provide new hires with quick access to essential company information?

    If the answer is “Yes” to any of the above, you are in the right place.

    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?

    Save time and resources

    Automate onboarding tasks to free up HR and management time for more strategic initiatives.

    Boost employee retention

    Create a welcoming environment that fosters long-term loyalty and engagement.

    Increase productivity

    Equip employees with the tools and knowledge they need to hit the ground running.

    Streamline employee integration

    Onboard new hires faster with a clear, structured process.

    Ensure compliance & consistency

    Simplify the process of keeping employees informed about company policies and legal requirements.

    Enhance company culture

    Introduce new hires to your company’s values, mission, and vision right from day one.

    Makeitfuture expertise

    Backed by industry-recognized certifications and performance metrics

    Performance Certificate ISO 9001Performance Certificate ISO 9001Performance Certificate ISO 9001Performance Certificate ISO 9001Performance Certificate ISO 9001Performance Certificate ISO 9001
    250+

    Clients

    6000+

    Automations

    6000+

    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.

    Document Signing

    Speed up the paperwork process by automating document generation and signature collection, ensuring everything is signed on time.

    Automation trigger
    New hire

    A new employee is added to the onboarding system or HR database.

    Trigger
    Docusign logo
    Docusign

    Create personalized employment agreement, NDA, and onboarding checklist.

    Action
    Docusign logo
    Docusign

    Send the new hire the generated documents to sign electronically.

    Action
    Slack logo
    Slack

    Notify HR once the employee has signed the documents.

    Action

    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.

    Automation trigger
    New hire

    A new employee is added to the onboarding system or HR database.

    Trigger
    ClickUp logo
    ClickUp

    Automatically create a task list for the new hire with role-specific tasks.

    Action
    ClickUp logo
    ClickUp

    Assign each task to the appropriate stakeholder (e.g., HR for paperwork, manager for team meetings).

    Action
    Gmail logo
    Gmail

    Send automated reminders for overdue tasks to the new hire or stakeholders

    Action

    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.

    Automation trigger
    New hire

    A new employee is added to the onboarding system or HR database.

    Trigger
    Quickbooks logo
    Quickbooks payroll

    Automatically add the new hire details like: Name, position, start date, salary or hourly rate

    Action
    Zenefits logo
    Zenefits

    Enroll the new hire in health insurance, retirement plans, and other benefits based on their role.

    Action
    Gmail logo
    Gmail

    Notify HR and employee of completion

    Action

    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.

    Automation trigger
    New hire

    A new employee is added to the onboarding system or HR database.

    Trigger
    Slack logo
    Slack

    Add new hire to team communication channels #general #team-channel

    Action
    Google Meet logo
    Google meet

    Schedule a 15-minute virtual coffee chat with the team for the new hire's first week

    Action

    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.

    Automation trigger
    New hire

    A new employee is added to the onboarding system or HR database.

    Trigger
    Slack logo
    Slack

    Add new marketing manager to #marketing-team #campaign-stragety

    Action
    Gmail logo
    Gmail

    Send email to the new Marketing Manager with access credentials.

    Action

    FAQ about employee onboarding automation

    We’ve got answers!

    What does employee onboarding automation do?

    Employee onboarding automation digitizes tasks like sending documents, assigning training, tracking progress, and managing communication with new hires.

    How does onboarding automation help our process?

    Automation reduces manual work by distributing documents, assigning tasks, tracking deadlines, and keeping the onboarding process consistent.

    How does automation ensure compliance?

    Automation handles tasks like sending IT credentials, assigning training sessions, scheduling team introductions, and distributing handbooks or policies.

    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.

    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?