Scaling company. Growing headcount. Onboarding process breaking down. Different departments. Different requirements. Manual coordination failing.
Built automated onboarding system with department-specific workflows.
THE CLIENT'S SITUATION:
Rapid growth phase. 12 new hires in 3 months. Engineering, Sales, Marketing, Operations. Each department needs different setup.
HR maintaining master spreadsheet. Task list generic. Doesn't account for department differences. IT receiving email requests. Facilities getting separate messages. Manager coordinating independently.
Results inconsistent. Engineer missing development access. Sales rep without CRM login. Marketing coordinator lacking design software. First week productivity zero while waiting for access.
Cross-department visibility none. HR doesn't know IT status. IT doesn't know Facilities progress. Manager asking everyone individually for updates. Time consuming. Error prone.
THE AUTOMATION WORKFLOW:
8-node system using Google Drive monitoring, PDF Vector document extraction, dynamic checklist generation, Google Sheets database, Gmail manager notifications, and Slack team alerts.
Drive trigger watches HR onboarding folder. New employee document detected automatically. System downloads and processes.
PDF Vector extracts employee data - name, contact info, position, department, manager, start date, benefits, accommodations.
Checklist engine generates role-based tasks. Base tasks: email, equipment, workspace, payroll, benefits, background check, welcome, orientation, buddy, security. Department tasks added automatically.
Due dates calculated from start date. Background check 10 days before, equipment 7 days before, desk 3 days before.
Urgency analyzer tracks status. Readiness score: 100 minus penalties for overdue/urgent tasks.
Google Sheets database logs complete employee records with full tracking history. Manager email provides comprehensive onboarding summary with action items. Slack sends urgent alerts or team welcome announcements.
CLIENT RESULTS:
12 new hires processed. 100% complete onboarding readiness.
First-day readiness: 42% → 100%
Missing tasks: average 3 per hire → 0 per hire
Manager coordination time: 5 hours per hire → 20 minutes per hire
Department confusion: eliminated completely
Background check completion: 100% completed on-time
Equipment availability: 100% day-one delivery
System access provisioning: 100% completed before employee start date
Employee satisfaction improved significantly. Professional first impression every time. All systems ready and working. All access credentials functioning. Employees productive from day one instead of waiting days for basic setup. New hire feedback consistently positive about onboarding organization and professionalism.
What percentage of your new hires have all access ready on their first day?