Employee Onboarding With Automations

Run this workflow for each new person joining the team. On completion, use Automations to trigger the next workflow run.

Introduction:

Record new employee details

Prepare paperwork

Prepare for digital set-up

Send for approval:

Approval:

Run employee orientation workflow

Sources:

Related workflows:

Introduction:

This is an example workflow of how you can use Automations to streamline your Employee Onboarding processes. Completing this workflow will trigger the Employee Orientation with Automations workflow.

Automations allow you to build custom workflows by passing data and triggering actions to and from other apps, making work faster and more consistent.

We designed this template to facilitate the complete onboarding process using Automations to reduce the workload for you, your team, and your client.

Each automation has its own set of actions and triggers, which you can learn about in these help articles:

Important: You'll need to ensure you have an account set up with these tools to enable Automations.

Let's get started!

Record new employee details

To kick off the employee onboarding workflow, you need to gather information the employee's information. Start by recording the employee's basic information in the form fields below.

With Automations enabled the information you enter here will pull through to the employee orientation workflow.

Name

Phone Number

Job Title

Department

Prepare paperwork

Next, prepare the relevant paperwork.

1

W-4
2

I-9
3

Insurance forms
4

Direct deposit forms
5

Non-disclosure agreement

W-4

I-9

Insurance

Direct Deposit

NDA

Prepare for digital set-up

It is important to prepare the necessary tools and ensure your new hire will be able to access them. Fill in (or add to) the form fields below as necessary.