An inbox cannot escalate
A forwarded email is a request with no owner and no clock. It sits until someone remembers it, and the person who remembers is rarely the person who is accountable for the deadline.
WORKFLOWS / EMPLOYEE ONBOARDING
Automate employee onboarding and compliance deadlines
Onboarding does not fail because HR is careless. It fails because a deadline is not a task until somebody owns it. We build the routing, so the documents move themselves and the deadlines escalate on their own.
Where the work
gets stuck.
- The offer goes out from one system. The I-9 waits in another.
- IT learns the start date in a standup, and orders the laptop that afternoon.
- Somebody keeps a spreadsheet of certification expiry dates, and hopes.
- Every step has a person. No step has an owner.
The checklist is not the system
Most onboarding lives in a document that describes what should happen. Nothing enforces it. When a step is skipped, nobody finds out until day one, when the new hire has no laptop and payroll has no I-9.
What we build.
Connect the tools you use.
Keep the context and the review
path.
Paylocity
Employee records stay the source of truth. We extract employee data, process payroll information, and sync HR records across your systems automatically.
Power Automate
A new hire record is the trigger. The document requests go out, the countdown starts, and each request knows who owns it and when it is late.
SharePoint
Documents land where they belong, with the right permissions, named the same way every time. No shared drive, no attachments in an inbox.
Microsoft Teams
Escalation happens where people already are. When a deadline is close, the nudge goes to the person holding the document, not to a distribution list.
When we would
recommend waiting.
- You hire two or three people a year. The routing costs more than the chasing.
- Your onboarding steps change every quarter. Stabilize the process first, then automate the version that survives.
- What you actually want is a reminder. A reminder is cheap. Routing is for the deadline that outlives the meeting where it was assigned.
Questions about this workflow.
Do we have to move off Paylocity?
No. Paylocity stays the system of record. We integrate with it. The automation runs alongside your existing HR stack, not instead of it.
Where does the data live?
Inside your own Microsoft environment, on licenses you already pay for. It does not move to a platform we control, because there is not one.
What happens if we stop working with you?
You keep everything. The flows, the SharePoint structure, the code. It runs in your tenant under your accounts, so it keeps running without us.
How long does a build like this take?
It depends on how many systems have to talk to each other. Show us the current onboarding flow and we will scope the work before we quote the build.
How do we get a build quote?
Tell us how onboarding works today and where it breaks down. We will review the system, confirm whether it is ready to automate, and quote the build.
LET’S BUILD SOMETHING USEFUL
Bring us the work
that gets in the way.
Show us the spreadsheet, inbox, or handoff your team holds together by hand.
Discuss this workflowWe review every inquiry. No brief required.