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Process Automation Case Study

Onboarding That Has the New Hire Ready on Day One

A services group ran onboarding through email and checklists across HR, IT and payroll, and new hires often waited days for access. An automated process now triggers every step the moment a hire is confirmed.

Setting
Services Group
Process
Employee onboarding
Connected To
HR system, IT, payroll, email
Go-Live
5 weeks
The Challenge

A new hire, and a scramble across three teams

Each new hire kicked off a flurry of emails. HR sent paperwork, IT set up accounts, payroll added the record, and someone had to chase all of it. Steps were missed, access was late, and new hires often spent their first day waiting instead of working.

  • Onboarding ran on email and checklists.
  • HR, IT and payroll worked in parallel, uncoordinated.
  • Steps were missed and access ran late.
  • New hires waited on day one.
The Solution

One process across HR, IT and payroll

We automated onboarding as a single process. When a hire is confirmed in the HR system, the automation triggers every task in parallel, accounts and access in IT, the payroll record, the welcome and paperwork, and tracks each one to done, escalating anything that runs late.

  • Triggered the moment a hire is confirmed.
  • Fires HR, IT and payroll tasks in parallel.
  • Tracks each task to completion.
  • Escalates anything that runs late.
How We Delivered

Mapped the checklist, then automated it

We mapped the full onboarding checklist across the three teams, connected the HR system, IT provisioning and payroll, and ran the process on real hires to confirm nothing slipped. Approvals for access still sit with the right owners, and every step is logged.

The process went live in five weeks.

The Outcome

Ready on day one, far less chasing

New hires now arrive to working accounts, access and payroll already set up, because every step fires automatically and is tracked to done. HR spends far less time chasing other teams, nothing slips through, and the first day is spent working rather than waiting.

Onboarding used to be three teams emailing each other and hoping nothing was missed. Now one process fires every task the moment a hire is confirmed, and people start with everything ready. We stopped chasing.

HR Manager, Services Group

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