Set kickoff button on onboarding record updates for team
Set kickoff button on onboarding record updates for team
Your onboarding records leave the kickoff button disabled after the kickoff timestamp, delaying pre-onboarding. Enable it automatically so your operations coordinator can start tasks same day.
Overview
When kickoff timestamps are recorded but the action button stays off, pre-onboarding stalls and coordinators waste time hunting for the next step. This flow flips the button on automatically so operations coordinators can start tasks same day, eliminating manual handoffs.