New Hire Document Collection & Orientation Workflow
A done-for-you HR automation built for the Onboarding Specialist, connecting DocuSign and Slack so the work below happens on its own.
What this automation does, step by step
The moment a new hire accepts an offer, they automatically receive a welcome email with a link to complete their I-9, direct deposit form, benefits enrollment, and equipment request, with reminders sent until everything is finished.
On their first day, their accounts are pre-provisioned, their manager receives a day-one checklist, and the new hire receives a structured 30-60-90 day onboarding plan dripped over their first three months, so the onboarding experience is consistent regardless of who is managing it.
- HRIS (e.g., BambooHR or Rippling)
- Zapier or Make.com
- DocuSign or HelloSign (offer and I-9)
- Google Workspace or Microsoft 365 (account provisioning)
- Slack (new hire welcome + team announcements)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, an onboarding specialist is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. 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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