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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

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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