Employee onboarding Ready

New hire submission routes by department — manager checklist, IT tasks, HR escalation if start date is under 5 business days.

Replaces manual email threads and forgotten spreadsheets.

Onboarding Log

RefEmployeeDeptStatus
ONB-48291Maria ChenOffice AdminComplete
ONB-48102Tyler BrooksServiceComplete
ONB-47988—SalesIn progress

Microsoft Forms — New hire

Incoming submission

HR Intake · Acme Office LLC
Routing rules: Sales → CRM + phone provision · Service → safety cert + keys · Start < 5 days → HR escalation
Start date within 5 business days — HR notified automatically.

Onboarding workflow completed

Automation run

Actions executed

  • Intake receivedWebhook verified
  • Manager notifiedChecklist emailed
  • IT provisionedPlanner tasks ready
  • Teams alertChannel pinged
  • Audit loggedTracker updated
  • Lexington SyncLedger verified
TimeEventStatus

This page is an interactive preview. Starter delivery wires the workflow to your email, forms, and spreadsheet or SharePoint list — tools you already own.

What's included — Starter

$2,500 fixed
~3.5 hrs saved per hire

Stops new-hire paperwork from living in email threads and forgotten checklists.

  • New-hire form (Microsoft Forms, Google Forms, or your intake)
  • Department routing — different checklist per dept
  • Manager email with their task list
  • IT task list in email + shared Sheet or SharePoint
  • HR escalation if start date is under 5 business days
  • Audit log — who was notified, when, which branch ran
  • Handoff doc + 30-day tweak window

Not included on day one: Auto-creating AD/Google accounts, HRIS provisioning, or hardware shipping.

Book a consult →

If you want us to go further

Scoped add-on

Once Starter is running, we can connect deeper systems — with your approval and access.

  • Azure AD / Google Workspace — auto-create user, groups, license
  • HRIS (Gusto, BambooHR) — sync employee record on approval
  • ITSM (ConnectWise, Freshservice) — ticket per task with owners
  • DocuSign / Adobe Sign — offer letter + I-9 routed automatically
  • Slack / Teams bot — live onboarding status on demand

Each integration is quoted separately after we see your stack.