Too busy onboarding and offboarding employees to focus on other business-critical processes? Whether you're in HR or IT, it's your job to make sure new employees have the tools they need to kick-start their careers—and to wrap up when they leave.
But doing that (on top of your other priority work) can quickly become overwhelming if you're handling these processes manually.
With just a few Zaps—what we call our automated workflows—you can do everything from sending team notifications about new employees, assigning onboarding tasks, and scheduling exit interviews—automatically.
Check out the most popular ways to automate employee onboarding and offboarding.
Você precisará de uma conta Zapier para usar os fluxos de trabalho deste artigo. Se você ainda não tem uma conta, é grátis começar.
Pular para frente
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.
Para começar com um modelo Zap, como chamamos nossos fluxos de trabalho prontos, basta clicar no botão. Leva só alguns minutos para configurar. Leia mais sobre como configurar Zaps aqui.
Create employees in BambooHR from Workable candidates in a stage
Add new hires in BambooHR from new rows in a Google Sheet
Create users in When I Work for new employees in BambooHR
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.
Send alerts
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.
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:
Crie uma solicitação de assinatura DocuSign a partir de novas linhas do Microsoft Excel
Request Dropbox Sign signatures with new Google Sheets rows
Create Dropbox Sign signature requests from labeled Gmail emails
Crie solicitações de assinatura DocuSign a partir de e-mails rotulados do Gmail
Do you send welcome documents to new employees on their first day? Or maybe you want to set them up with their first official goals (like completing onboarding tasks)? 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. Or you can create new goals in Small Improvements so new employees can find their footing quickly.
Copiar dados de novas linhas do Planilhas Google para um modelo do Documento Google
Send files from Google Drive to Zoho People Company Files
Create goals in Small Improvements for new BambooHR employees
If your company uses a learning platform like GoTo Training for employee onboarding instead, you can automatically assign lessons for new colleagues to complete their onboarding cycle.
Create GoTo Training registrants from new employees in BambooHR
Assign new BambooHR employees a Seismic Learning lesson
Invite users to a Slack channel when new Seismic Learning paths are assigned
Welcome employees
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. Or a fun email. You can automatically send those notifications when a new employee joins your team. Don't have time to write personalized messages? You could even use AI tools like ChatGPT to do it for you.
Inicie uma festa de GIFs do GIPHY para novos membros da equipe do Slack
Start a GIPHY GIF party for new Microsoft Teams members
Send a welcome email when new employees are added to BambooHR
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. Or set up talking points for your entire team to welcome them:
Gerar eventos do Google Agenda a partir de novas linhas do Planilhas Google
Create Microsoft Outlook events for new records in Airtable views
Gerar eventos detalhados no Google Agenda a partir de novos itens do banco de dados Notion
Add Small Improvements talking points for your entire team when a new candidate is added to Workable
Tip: Want to create an entire onboarding system powered by automation? Learn how to use Zapier Tables and Interfaces to power your processes.
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.
Send alerts
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 (or a ticketing system) 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
Receba notificações do Slack sobre novas entradas do Typeform
Publique mensagens no Slack para novas solicitações do Jira Service Management
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.
Crie solicitações do Jira Service Management a partir de novas respostas do Google Forms
Crie cartões Trello a partir de novas respostas do Typeform
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:
Enviar mensagens do Gmail para novos registros do Airtable em visualizações
Send direct Slack messages for new Airtable records in a view
Send direct messages in Slack when Google Sheets rows are updated
Enviar e-mails no Microsoft Outlook para novos itens em bancos de dados do Notion
And once someone fills out the exit survey, you can collect that information in one spot, too. You could even use AI to help you analyze those surveys for positive or negative ratings, which can come in handy if you're analyzing responses at scale or need to create an overall report.
Coletar novas respostas do Typeform como linhas no Planilhas Google
Gere feedback OpenAI sobre a cópia via Google Forms e envie para o Notion
Adicionar novas respostas do SurveyMonkey às planilhas do Excel
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.
Crie eventos do Google Agenda a partir de novos envios do Formulários Google
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.
Leitura relacionada:
This article was originally published in May 2022, written by Krystina Martinez. It was most recently updated in September 2024 by Elena Alston.
