Operably
HR Automation

New Hire Onboarding Agent

A complete, consistent onboarding experience — every time, not when someone remembers.

15 automated steps vs. 40+ manual tasks. Zero steps missed since deployment.

The problem

Onboarding a new employee takes 40+ manual tasks across 5–7 systems. Half live in the manager's head. Steps get missed. The new hire notices — and it shapes their first impression of how the company operates.

What it does

Triggered by a single form submission. Executes a 15-step automated cascade: creates employee record, sends Microsoft guest invite, generates AI-written bio, creates SharePoint folders, adds to distribution lists, assigns mentor, creates 30/60/90-day check-ins, posts welcome announcement, and delivers phased onboarding checklists.

Live OutputActive
ONBOARDING TRIGGERED — Jordan M. · May 9
Step  1/15  Employee record created ✓
Step  2/15  Microsoft guest invite sent ✓
Step  3/15  AI bio generated ✓
Step  4/15  SharePoint folder created ✓
Step  5/15  Roster updated ✓
Step  6/15  Distribution lists added ✓
...
Step 15/15  Day 1 checklist delivered ✓
Status: Complete · 0 steps missed
Trigger: Event · Form submissionOutput channel: Microsoft Teams + Email

Why this works for your business

Any business with a structured onboarding process can deploy this. The 15-step sequence is configurable. The systems it connects to are standard.

Want to see if this agent fits your operation?

Stop executing. Start governing.

The worst case: you do the mapping session and leave with a clearer picture of what's costing you — before spending anything on a build.

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