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Create onboarding record and send agreement to new hires

Create onboarding record and send agreement to new hires

You receive onboarding submissions that never make it into the tracker, stalling rep setup and contract delivery. Capture entries and dispatch agreements so hires proceed same day.

Create onboarding record and send agreement to new hires

Overview

If onboarding submissions skip the tracker, rep setup stalls and managers scramble to catch up; this flow captures each form, creates the tracker record, and issues the agreement automatically. The result is fewer manual steps, clear status in your tracker, and agreement delivery within minutes so hires can be processed same day.

Create onboarding record and send agreement to new hires