Automated On-Boarding Process

Automated On-Boarding Process

Hi All,

I'm looking to create an automated on-boarding process and was looking for advice for the best way to go about it. I believe there are several ways I could do it, but I'll list out what I'm looking to do below:

1. Send offer letter via Zoho Sign and configure field for the offer letter based on agreement (I.e. fillable fields such as starting pay or milestone based commission tiers).

2. Once user signs letter, trigger a series of actions:
      a. Run custom script to (1) Create Gmail Account via Google Admin API and update their signature to company signature, (2) Create new Zoho One Account and add to specific groups which grants them access to specific apps, (3) send welcome email through third party mailer with intro details etc, (4) create business card template, (4) Invite to Slack, (5) Create necessary vendor records in Zoho CRM and Zoho Books (employees are technically sub contractors for my business so I add them as Vendors for commission payments)

3. Upload documents to Zoho People and trigger actions based on join date (which I'll capture upon adding them to Zoho). This way I can store their employee contracts in here and facilitate the rest of the on-boarding process in People.

I would say this is the abridged version, but I have the code for all the various functions I'd like to perform, I'm just looking for some insight as to how I should start. Should Zoho People be the app I use to initiate the process and someone trigger the actions once the document is signed, or should I build a custom app in Creator to do something like this. Just looking to see if anyone has done this before! Also, if you're interested in any of the features I just discussed above, happy to share my thoughts.


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      • nick

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