The sequence written down first
Every step from accepted offer to end of first week documented with its owner and its trigger, which by itself removed the single-point-of-failure risk before any automation existed.
A services company was onboarding steadily enough that the informal process had become a risk. One person knew the full sequence — accounts, hardware, documents, introductions — and when they were on leave, new starters arrived to find nothing ready.
1 day
Setup, was a week
0
Steps missed
2024
Delivered
Automation
Discipline
The problem
Onboarding checklists lived in one person's head.
The complete checklist existed only in one person's head
Account provisioning across several tools done by hand, inconsistently
Document collection chased over chat, with no record of what was outstanding
New starters regularly reaching day one without access to what they needed
The approach
Every step from accepted offer to end of first week documented with its owner and its trigger, which by itself removed the single-point-of-failure risk before any automation existed.
Accepting an offer triggers account creation in Google Workspace and the other systems a role needs, driven by role templates rather than a person remembering which tools apply.
Requests go out automatically with reminders on a schedule, and outstanding items are visible rather than living in someone's memory of a chat thread.
The workflow is idempotent, so re-running it cannot create duplicate accounts, and failures route to a dead-letter path a human checks rather than disappearing.
Steps that sit too long escalate to HR automatically, so the failure mode is a notification rather than a new starter with no laptop.
The outcome
Offer-to-first-day runs as a workflow with automated account setup.
New-starter setup down from about a week to a single day
No missed steps since launch, with outstanding items visible throughout
Onboarding no longer dependent on one person's availability
Consistent provisioning by role rather than by recollection
Capabilities used
More work
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ReadTell us where the manual work is and we will show you what removing it looks like — scope, sequence and what it costs, before you commit to anything.
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