Assign onboarding tasks for new hires
Use onboarding automation to build each confirmed hire's plan from a role based template, assign dated tasks to People, managers, and IT, and keep your employee onboarding process consistent.
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When a new hire record is confirmed in [People system/HRIS], read the hire's role, start date, manager, and personal details, then select the matching onboarding template for that role from [onboarding template source, e.g. task tool templates, spreadsheet]. Create a new onboarding project for the hire in [project/task management tool], fill each task with the hire's details, assign the tasks to People, the hiring manager, and IT, and set each due date relative to the start date. Then notify each assignee via [team communication channel, e.g. Slack, Microsoft Teams, email] with a link to their assigned tasks.
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Problem
People teams build each new hire's onboarding plan by hand, copying tasks from the role template, typing in the hire's name and start date, and working out due dates for People, the manager, and IT. The work is repetitive, differs depending on who does it, and tasks get missed or misdated when several hires start at once.
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Solution
When a new hire record is confirmed in the People system, the automation reads the hire's role, start date, manager, and personal details, then selects the matching role based onboarding template. It creates a project for the hire in the task management tool, fills each task with the hire's details, assigns tasks to People, the manager, and IT, and sets due dates relative to the start date. It then notifies each assignee with a link to their tasks.
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Impact
Every confirmed hire gets a complete, correctly dated onboarding plan tailored to their role, so People, managers, and IT know what to do before the start date without anyone rebuilding the list by hand.
Benefits
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Faster plan setup
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Fewer missed tasks
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Reduced People admin effort
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Increased first day readiness
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
