Once a new starter is confirmed, the contract, account setup, induction emails and welcome pack can all be triggered automatically, so the preparation happens on time.
You find the right person and make the offer. Then comes the admin: digging out the contract template, creating accounts, booking the induction and sending the same welcome information as last time. None of it is difficult. It just has to be done every time, and it is easy to miss a step.
Offer accepted, process starts
A single trigger (a button, a form or a status change in your HR system) starts the onboarding sequence.
Contract sent for e-signature
The employment contract goes out through DocuSign or Adobe Sign. Once signed, it is filed automatically.
Accounts and access created
Microsoft 365 or Google Workspace accounts are set up with the right permissions, ready for the first morning.
Welcome pack and induction booked
A welcome email goes out with what the new starter needs to know before they arrive, and induction meetings are booked.
Manager checklist created
The line manager gets a task list (equipment, desk, access, first-week plan) so everything is ready on day one.
A typical process has three stages. Each of these steps can be triggered or tracked automatically:
We map your own process first, then automate the steps that repeat.
If your accounts and files are already in Microsoft 365, most of this can be built on tools in that subscription. See Microsoft 365 automation.
It triggers the tasks involved in welcoming a new employee (contract, accounts, welcome pack, induction booking and manager checklist) from a single trigger, so every new starter gets the same, complete process.
At minimum: a signed contract, a right to work check, working accounts and equipment, an induction and a named person for the new starter’s questions. Training, regular one-to-ones and probation reviews follow.
Yes. The contract goes out through DocuSign or Adobe Sign for e-signature and the signed copy is filed automatically.
We connect to most cloud HR platforms, including BambooHR, HiBob and Breathe. If you use a spreadsheet or a system not listed here, get in touch and we will tell you what is possible.
Tell us and we change the workflow. Anything that affects the price is agreed before we do it.
Tell us how you onboard new starters today and we will tell you plainly which steps are worth automating. The price is fixed before any work begins. Or call 01858 589789.
