New Hire Paperwork and E-Signature Collection
A done-for-you everyday business automation built for the Payroll Administrator, connecting Slack and PandaDoc so the work below happens on its own.
What this automation does, step by step
As soon as a candidate accepts an offer in Greenhouse, the system automatically generates a complete new-hire packet, direct deposit authorization, W-4, I-9, NDA, and benefits election forms, and sends it out through PandaDoc for e-signature with a countdown reminder if it isn't completed within 48 hours.
Signed documents are automatically filed into the employee's record in BambooHR and the direct deposit details are pushed straight into Gusto ahead of the first pay run, so payroll never has to manually key in banking information from a scanned PDF.
HR gets a real-time Slack update the moment every document in the packet is fully executed.
This eliminates the frantic first-day scramble to collect paperwork and prevents the common mistake of a missed direct deposit form delaying someone's first paycheck.
The manual way vs. the automated way
Without automation
Handled by hand, a payroll administrator spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Interview scheduling without email ping-pong
- New hire paperwork and account setup before day one
- Certification and license expiration alerts
- Timesheet and time-off workflows that route themselves
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