Employee Onboarding Automation

Automate the new hire onboarding process

🧪 Tested by a human Advanced 👤 It Admin 👤 Hr 👤 Operations
Design an automated onboarding workflow triggered when HR adds a new hire. Steps: (1) Create accounts and assign licences, (2) Add to groups and distribution lists, (3) Send welcome email with setup instructions, (4) Create onboarding task list, (5) Schedule orientation meetings, (6) Assign buddy, (7) Day-30 check-in reminder to manager.

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⭐ M365 Copilot (Best)

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Tips for Best Results

  • Test with a fake account first
  • Include manual checkpoints for security tasks
  • Have a fallback for when automation fails

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