Create onboarding tracker and employee records from rows

Your onboarding sheet rows are unstructured, causing manual copying of hardware requests and contact context. It creates tracker and directory records so provisioning can act same day.

Create onboarding tracker and employee records from rows

Overview

Unstructured onboarding rows force coordinators to copy requests and slow down provisioning; this workflow converts each new sheet row into a tracker entry and a linked directory record automatically. That gives IT and onboarding coordinators complete provisioning context within minutes so equipment can be delivered same day.

Create onboarding tracker and employee records from rows