Employee Onboarding Automation
Streamline new hire setup from paperwork to training to equipment
The problem
Your HR team spends most of their time on process administration rather than the strategic people work that actually improves retention, culture, and performance.
HR spends most of their time on process administration, not people strategy
Automated workflows handle the routine so HR can focus on culture and retention
The solution
We build a custom employee onboarding automation system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Document current HR workflows and identify repetitive tasks
- Create automated sequences for onboarding, tracking, and management
- Integrate with your HRIS, email, and document systems
- Launch with gradual rollout and feedback collection
Expected results
Entire workflow automated from start to finish
Manual handoffs between team members eliminated
Measurable improvement in throughput and accuracy
Industries that benefit
How we'd approach this
This is typically a Connect Your Systems engagement (2-6 weeks).
Multi-step process automation that handles entire workflows end-to-end. From trigger to completion, no human hand-holding required.
Best for: Teams ready to automate an entire process, not just a single task.
What's included
- Complete workflow automation with multiple triggers and actions
- Integration with your existing tools (CRM, email, project management)
- Process documentation
- Team training session
- 60 days of support
FAQ
2-6 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
60 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a focused implementation and expand as they see results. We design with future growth in mind.
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