At a glance
- Client
- A fast-growing technology services firmName withheld for confidentiality
- Focus area
- HR Operations
- Service
- Smart Business Operations
- Scope
- Onboarding workflow design and system integrations
The challenge
Onboarding involved twelve manual handoffs between HR, IT, finance and the hiring manager. Laptops, email accounts and system access often arrived days after the new hire did.
New employees spent their first weeks waiting, and HR spent hours chasing other teams for updates.
Our approach
List every touchpoint
We mapped all twelve steps and who was responsible for each.
Trigger work from one event
A signed offer now starts every downstream task automatically.
Connect the systems
HR, IT and payroll tools were linked so accounts, equipment and records are created in parallel.
Give new hires a clear path
A pre-boarding portal handles documents and introductions before the first day.
The solution
When an offer is accepted, accounts, equipment requests, payroll setup and training schedules are created automatically and in parallel. Managers and new hires can see progress at a glance.
New employees arrive to a working laptop, active accounts and a plan for their first week.
Results
- One trigger replaces twelve manual handoffs
- Accounts and equipment ready before the start date
- Pre-boarding portal for documents and policies
- HR time freed from chasing other teams
Technology used
- HRMS integration
- Identity and access automation
- Workflow engine
- Microsoft 365 / Google Workspace APIs
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