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Workflow

Onboarding

Structured onboarding workflows that guide new hires from offer acceptance to full productivity with automated task assignment across HR, IT, and managers.

4 of 6 steps complete
Offer accepted: DoneIT access request: DoneEquipment provisioned: DoneManager notification: DoneDay-1 checklist: Needs attention30-day review: Pending
The Problem

What it looks like today

Manual onboarding processes with spreadsheets, emails, and paper forms. No centralized tracking or status visibility.

How It Works

End-to-end flow

From offer acceptance through day-1 checklist and 30-day review, each step is automatically assigned to the responsible team with clear deadlines and status tracking.

1
DoneOffer accepted
2
DoneIT access request
3
DoneEquipment provisioned
4
DoneManager notification
5
Needs attentionDay-1 checklist
6
Pending30-day review
Who's Involved

Stakeholders

HR initiates the process, IT provisions access and equipment, Manager handles day-1 and review activities.

HR
IT
Manager
Automation

What syncHR Automates

Welcome emails, access provisioning, calendar invites, and equipment orders are triggered automatically when each step completes.

Welcome email
Access provisioning
Calendar invite
Equipment order
Outcome

Business impact

New hires become productive faster with a consistent, trackable onboarding experience every time.

Ready to automate onboarding?

Talk to our team about implementing and running this workflow across your HR stack.

Get in touch