1.Detect new checklist task completion
Integrate Process Street and onboarding workflow tools to capture checklist completion data to trigger retirement packet creation.
Create and send retirement enrollment packet to new hires
Automatically watch retirement enrollment checklist items across Process Street. Send and prepare retirement enrollment packets across PandaDoc and Process Street when a checklist task completesβso you can create documents, route eSignature, and update checklist status without manual coordination.
How this automation sends retirement packets faster
When retirement-enrollment checklist items complete, delays can stall onboarding and lead to missing paperwork. This automation creates a populated retirement document, sends it for signature, and updates the Process Street checklist statusβso your team can get packets out without chasing forms.
Process Streetor swap with your favorite app
2.Create retirement document from template
Integrate PandaDoc and document templating tools to create and populate the retirement enrollment document to prepare signature routing.
PandaDocor swap with your favorite app
3.Update checklist with send status
Integrate Process Street and task tracking tools to write status notes and store the document delivery result to confirm the packet was sent.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Formstack, AirtableSwap with your favorite apps.
Add new hire contract records to staff database
You receive contract submissions that remain unprocessed, delaying onboarding and payroll. New hires are onboarded and payroll-ready, with standardized staff records created automatically same day.
- Apps: monday.com, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add new hire entries to master user list
Your new driver board entries are inconsistent, stalling onboarding and leaving payroll info incomplete. The workflow creates standardized rows so HR can onboard same day.
- Apps: Webhooks by Zapier, Google Sheets, GmailSwap with your favorite apps.
Add new hire onboarding row and send notification
Your new hire personal data arrives unrecorded, forcing manual entry and delaying benefits enrollment and payroll readiness. The workflow ensures records are created and HR is alerted same day.
- Apps: Hibob, Zapier TablesSwap with your favorite apps.
Add new hire records to your staff directory
Your new hire records often stay only in HR, forcing manual entry and incomplete onboarding steps. Get consistent employee records in your staff table so HR and payroll can act same day.
- Apps: Jira Service Management, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add new hire requests to onboarding tracker sheet
Your HR new-hire requests go unlogged, leaving provisioning and kit assembly uncoordinated. This logs requests into a shared tracker so IT and onboarding coordinators can prepare kits same day.
- Apps: Ashby, Google SheetsSwap with your favorite apps.
Add new hire rows to onboarding spreadsheet
Hired candidate records in your ATS aren't mirrored to the onboarding sheet, delaying payroll and facilities. Deliver structured hire rows to your tracker so People Ops prepares access and equipment same day.
- Apps: Kajabi, Formatter by Zapier, Paths by Zapier, Google Sheets, GmailSwap with your favorite apps.
Add new staff onboarding entries to location sheets
You get onboarding form submissions across locations that require manual copying and lose location context. Automated routing into location sheets with an email alert gets coordinators ready same day.
- Apps: Jotform, Filter by ZapierSwap with your favorite apps.
Add onboarding links to new employment records for centers
Your employment form submissions lack onboarding links, forcing coordinators to assemble resources manually. Attached links let coordinators and HR begin outreach and onboarding the same day.
- Apps: Microsoft Outlook, Filter by Zapier, AI by Zapier, PersonioSwap with your favorite apps.
Apply onboarding email table to employee records instantly
Your onboarding emails hold new-hire tables that require manual entry and create provisioning gaps. It keeps HR records current so payroll and access provisioning complete the same day.
- Apps: Box, Filter by Zapier, Code by Zapier, monday.comSwap with your favorite apps.
Attach headshots to new hire records for faster access
New hire photos land in a shared folder without an onboarding record, leaving profiles incomplete and badge printing stalled. Files are linked to the correct hire record and marked ready same day.
- Apps: Google Sheets, Google Drive, ClickUpSwap with your favorite apps.
Attach new employee PDF to onboarding task and log
Your onboarding sheet often lacks employee paperwork, delaying access provisioning and leaving tasks without context. Attach PDFs and update roster so HR and program managers can finish provisioning same day.
- Apps: Flokzu, Google Drive, Google SheetsSwap with your favorite apps.
Attach onboarding file to employee record and update
Onboarding files arrive unattached to the roster, forcing HR to search manually and delaying new-hire readiness. Coordinators get linked files and updated roster entries same day.
- View all
Explore all new hire documentation automations
Accelerate onboarding paperwork with automated document collection, signature routing, and file organization
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.