Automating new-hire onboarding paperwork for a growing team
Cutting a two-week manual onboarding process down to a guided workflow that chases paperwork automatically.
A professional services firmAI Integration & AutomationLow-Code / No-Code
- Automatic chasing
- instead of HR tracking it manually
- Faster onboarding
- from offer to fully set up
A growing professional services firm was onboarding new hires through a checklist of emails sent manually by HR, chasing contracts, right-to-work documents and account setup one message at a time.
The approach
We automated the chase: a guided workflow sends the right request at the right time, reminds people automatically, and only involves HR when something actually needs a human decision.
What shipped
An onboarding automation tool that cut the typical onboarding timeline substantially and freed HR from manually tracking who still owed what paperwork.
“HR used to spend half of every week chasing paperwork. Now the system chases it.”
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