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Create new hire credentials item from spreadsheet rows

Create new hire credentials item from spreadsheet rows

You can't track new hire credential rows in a spreadsheet, so access provisioning gets missed for finance and lending hires. Create onboarding items so coordinators complete credentialing same day.

Create new hire credentials item from spreadsheet rows

Overview

Spreadsheets are great for intake but they delay credentialing and first-day readiness. This flow turns each new row into a tracked onboarding item so coordinators can provision access within hours and ensure hires are ready on day one.

Create new hire credentials item from spreadsheet rows