1.Detect new employee record
Integrate BambooHR and HR tools to detect the new employee trigger and pull core fields for onboarding task creation.
Create an onboarding task for every new hire checklist
Automatically monitor new employee record creation across BambooHR, Delay by Zapier, Formatter by Zapier, and ClickUp. Create and update onboarding tasks when employee start dates and owners are set, so you can send checklist-ready tasks, schedule pre-start reminders, and standardize IT provisioning without manual onboarding follow-up.
How this automation schedules onboarding tasks
When new hire details arrive in HR but onboarding tasks are created late, provisioning slips and owners miss deadlines. This automation delays for 48 hours, formats pre-start and first-day reminder dates, and creates ClickUp tasks with an IT provisioning checklistβso your team stays aligned.
BambooHRor swap with your favorite app
2.Wait 48 hours after hire
Integrate Delay by Zapier and scheduling tools to pause for 48 hours so upstream HR updates can propagate.
Delay by Zapieror swap with your favorite app
3.Calculate pre-start reminder date
Integrate Formatter by Zapier and date formatting tools to generate the pre-start reminder date and format both dates.
Formatter by Zapieror swap with your favorite app
4.Create onboarding task and checklist
Integrate ClickUp and task management tools to create an onboarding task with mapped dates, assignees, and IT provisioning checklist steps.
ClickUpor swap with your favorite app
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Explore all employee onboarding automations
Accelerate employee onboarding with automated task routing, new hire notifications, and record updates
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.
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