For IT: keep onboarding records clean after completion

IT admins find onboarding rows still populated after completion, blocking next steps. This workflow clears outdated fields and sets status to pending so coordinators can proceed.

For IT: keep onboarding records clean after completion

Overview

Stale onboarding records force coordinators to chase corrections and delay handoffs. Let IT enforce a standardized record state by clearing outdated fields and setting status to pending when the completion flag changes. The result: fewer manual edits, clearer handoffs, and reliable records for onboarding coordinators.

Notable Features

  • Reset board fields on change
  • Set status to pending
  • Clear outdated contact fields

For IT: keep onboarding records clean after completion