Send staged onboarding emails and add hires to contacts
Send staged onboarding emails and add hires to contacts
Your new hire records lack a central contact and scheduled onboarding emails, creating manual follow-ups. Onboarding completes within seven days by creating the contact and sending staged welcome emails.
Overview
Stop relying on managers to manually create contacts and remember follow-ups. This workflow turns each new hire record into a tracked contact and delivers staged onboarding emails and PDFs automatically, so orientation and paperwork finish within the first week. Managers and onboarding coordinators regain time for in-store coaching instead of chasing forms.