Formal onboarding and offboarding processes make life easier for everyone at work—especially IT teams. You can ensure new employees have access to the tools they need on day one—and a clean break on their last day.
But with a long checklist of to-dos, it's easy to make mistakes, such as forgetting to cut off former employee access to critical business data.
Here are a few ways you can use Zaps—what we call our automated workflows—to automate parts of your employee onboarding and offboarding so you save time and reduce errors.
You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.
Table of contents
How to use fewer Zaps to automate your onboarding and offboarding
Automate your onboarding
There's always an awkward settling-in period for new employees. It takes time to get used to new processes and team norms, plus all tools that keep the company running.
Whether you're looking to automate onboarding processes from the IT side or across your organization, here are a few ideas to help you create a smoother onboarding experience:
Create new employee profiles
Your human resources team likely uses a few platforms to manage job candidates and employees. You can connect these tools in a Zap and automatically create new employee profiles in your organization's HR software.
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Add new hires in BambooHR from new rows in a Google Sheet
Create employees in BambooHR from Workable candidates in a stage
Send updated candidate stages from Workable to a webhook
If you want Zapier to create employees closer to their start dates, you can add Delay to a Zap. Available on our paid plans, Delay allows you to control the timing of Zap actions. Check out our Delay by Zapier guide to learn how.
Onboarding a new colleague is often a multi-department experience. One team may need to focus on helping their new coworker get acquainted with their role. Meanwhile, IT needs to know who they need to create new accounts for or how many laptops they need to order.
Streamline communication with a simple Zap that sends an email or a team channel notification whenever new employees are about to start. That way, everyone knows to prepare the welcome wagon.
Post new employees added in BambooHR to a Slack channel
Send a Microsoft Teams channel message for new BambooHR employees
You can also add a filter or path step, available on our paid plans, to add branching logic to your Zaps. That way, you can ensure the relevant teams are notified.
Grant app access
Often, employees spend the first few days of a new job trying to get access to various apps and testing logins before they can even get acquainted with their new role.
You can cut down some of this technical admin work by giving new colleagues automatic access to certain apps on their first day. These Zaps are a good place to start.
Invite new employees in BambooHR to join your Zapier team account
Add LastPass users from new Google Sheets spreadsheet rows
You can create a multi-step Zap—available on our paid plans—so your workflows can perform multiple tasks at once. For example, instead of using separate Zaps to grant access to various apps, you can do it all in one Zap.
Want your Zaps to multi-task? Learn how you can maximize productivity with multi-step Zaps.
Send onboarding information
Every new employee comes with paperwork they need to receive, from employment agreements and benefits information to welcome documents and org charts.
Make sure the first priority—signing that employment agreement—is taken care of quickly. Try these Zaps, which will send signature requests to new employees:
Create Dropbox Sign signature requests from labeled Gmail emails
Create a DocuSign signature request from new Microsoft Excel rows
Create signature requests in DocuSign from new records in view in Airtable
Request Dropbox Sign signatures with new Google Sheets rows
You can also trigger signature requests from emails as well:
Create Dropbox Sign signature requests from labeled Gmail emails
Create DocuSign signature requests from labeled Gmail emails
Do you send welcome documents to new employees on their first day? You can automatically create these too. For example, if you use Google Doc templates for onboarding material, Zapier can automatically create new docs from a template.
Copy data from new Google Sheets rows to a Google Doc template
Create Google Docs from templates for new Airtable records in views
Catch new webhooks and create Google Docs from a template
If your company uses a learning platform like Lessonly for employee onboarding instead, you can automatically assign lessons for new colleagues to complete
Create GoTo Training registrants from new employees in BambooHR
Track employee info
You may need to track employee info outside of an HR app. For example, if you keep track of issued laptops or other company property, you may prefer using a spreadsheet or database.
You can skip the manual data entry or CSV file uploads with these Zaps, which will automatically add new employees to your spreadsheets:
Create a spreadsheet row in Microsoft Excel from a webhook
First impressions matter for new employees. While it can be nearly impossible to meet every new colleague, depending on the size of your company, you can roll out the welcome committee with a little automation.
Nothing says "warm and inviting" like a nice GIF on your first day. You can automatically send a fun GIF when a new employee joins your team chat workspace.
Start a GIPHY GIF party for new Slack team members
Start a GIPHY GIF party for new Microsoft Teams members
If welcome meetings are part of your company's employee onboarding experience, you can automatically invite new coworkers to a welcome call from a spreadsheet:
Generate Google Calendar events from new Google Sheets rows
Create Microsoft Outlook events for new records in Airtable views
Generate detailed events in Google Calendar from new Notion database items
Automate your offboarding
There are a number of loose ends you need to tie up when an employee leaves the company, from revoking app access to scheduling exit interviews and collecting feedback. Here's how automation can keep you organized.
Just like in onboarding, multiple teams are involved in offboarding an employee—and you typically have about two weeks to get it done.
Since HR is usually the first team to know, you can set up a Zap to help streamline communication for the teams involved in the offboarding process.
For example, if you use a form to submit offboarding requests, you can make sure the right teams are notified in an email or team chat message. These Zaps can help you get started:
Create messages in Microsoft Teams from new Google Forms responses
Send emails for new Google Forms responses in a spreadsheet
You can also set up alerts if your team uses a ticketing system instead:
Get Slack notifications for new Help Scout conversations
Post Slack messages for new Jira Service Management requests
Send new Jira Service Management requests to Microsoft Teams
Share new Help Scout conversations in Microsoft Teams
Keep track of offboarding tasks
While it may feel like auto-pilot to offboard an employee, every once in a while you'll forget to complete even the most routine tasks.
To make sure you (and everyone else) stays on top of offboarding tasks, you can use Zapier to automatically send employee offboarding checklists to the right team members.
For example, you can make sure your ticketing process includes a checklist of IT offboarding tasks each time an onboarding-specific request comes in. When configuring your action—the event your Zap performs once it's triggered—just remember to include a list of all the tasks you need to accomplish.
Create Jira Service Management requests from new Google Forms responses
Create Zendesk tickets from new Google Forms responses
Schedule exit interviews and surveys
Exit interviews and surveys are necessary feedback channels so your company can improve the way it operates. Once an employee is gone, you lose the chance to capture that helpful feedback.
If you use exit surveys, you can automatically send those out to departing employees. For example, if you use a spreadsheet to track departures, you can send the survey link in an email or a direct message in your team chat:
Send Gmail messages for new Airtable records in views
Send direct Slack messages for new Airtable records in a view
Send direct messages in Slack when Google Sheets rows are updated
Send emails in Microsoft Outlook for new items in Notion databases
And once someone fills out the exit survey, you can collect that information in one spot:
Collect new Typeform responses as rows on Google Sheets
Create Airtable records from new Google Forms responses
Add new SurveyMonkey responses to Excel spreadsheets
Create Google Docs documents from text for new Google Forms responses
Want to schedule the exit interview as well? You can include that in your form so you can collect feedback and take care of scheduling at the same time. Check out our tutorial on creating Google Calendar events from Google Form responses.
How to use fewer Zaps to automate your onboarding or offboarding
You can combine many of the ideas above into one (or a few) Zaps using multi-step Zaps.
Multi-step Zaps allow you to add multiple actions—up to 100—within a single Zap, giving you ultimate multi-tasking powers.
You can even build in conditional logic within your Zaps using a path step. For example, in this Zap, when a new employee is added in BambooHR, it will delay until the employee's start date. Then through Paths, the employee receives an email with a specific welcome doc, depending on which department they're joining.
Note: Multi-step Zaps and Paths are available on our paid plans and during the first two weeks of a free Zapier trial.
Multi-step Zaps and Paths are just a few of many built-in Zapier tools that enable you to create powerful, automated workflows. Check out our feature guides to learn more about these tools.
These tools—as well as a little planning—go a long way in ensuring that your automated onboarding and offboarding processes can scale with your organization. One of our Zapier product managers has some best practices for creating powerful automated workflows that grow with you.
Saying hello (and goodbye) is easy with automation
Onboarding and offboarding employees can be a time-consuming process that you want to get right from an IT perspective. Automation with Zapier can help you save time, ensure your coworkers have access to the tools they need, and revoke access when they leave.