Update onboarding board item with master directory contacts
Update onboarding board item with master directory contacts
Your onboarding board items arrive without linked directory contacts, so coordinators delay assignments. Work is assigned and ready, reducing handoff delays same day.
Overview
When onboarding items lack linked directory contacts, coordinators spend time hunting down owners and approvals stall. This flow populates person fields from your master directory so tasks are routed correctly and paperwork is ready same day.