Automate Employee Onboarding for Professional Services
Stop wasting time on manual employee onboarding. Our Harvard-educated automation experts build custom employee onboarding workflows specifically for Australian professional services businesses, saving you 8+ hours/week.
The Problem
Manual employee onboarding creates these challenges for professional services businesses.
Manual employee onboarding wastes hours every week that your team could spend on higher-value work
Billable time is lost because tracking is manual and inconsistent
Errors in employee onboarding create downstream problems across your professional services operations
Client deliverables are delayed by internal bottlenecks and approval chains
Automated Workflow
Here is how we automate your employee onboarding end to end.
Offer Acceptance
Trigger onboarding workflow when a candidate accepts their offer of employment.
- ✓ Tool: Zapier
- ✓ Action: Trigger onboarding
Document Collection
Send new employee forms including TFN declaration, super choice, and bank details.
- ✓ Tool: Email
- ✓ Action: Send forms
IT Setup
Create email account, system access, and order equipment based on role requirements.
- ✓ Tool: Zapier
- ✓ Action: Set up IT access
Team Notification
Announce the new team member to their department with start date and role details.
- ✓ Tool: Slack
- ✓ Action: Announce new hire
Orientation Schedule
Create a personalised first-week schedule with meetings, training, and buddy assignments.
- ✓ Tool: Google Sheets
- ✓ Action: Create schedule
Compliance Training
Assign mandatory compliance training modules and track completion.
- ✓ Tool: Email
- ✓ Action: Assign training
Check-In Reminders
Schedule 30, 60, and 90-day check-in reminders for the manager.
- ✓ Tool: Zapier
- ✓ Action: Schedule check-ins
Tools Involved
We connect these tools into a seamless automated workflow.
Benefits
What you gain when you automate employee onboarding.
Reduce Errors and Rework in Employee Onboarding
Automated employee onboarding eliminates typos, missed steps, and human error. Every task follows the same validated process, every time.
Consistent Employee Onboarding Every Time
Remove variability from your employee onboarding process. Whether it is your best performer or newest hire, the outcome is identical and audit-ready.
Cleaner Data Across Your Employee Onboarding Workflow
Automated employee onboarding means data enters your professional services systems once, correctly. Eliminate duplicate entries, formatting inconsistencies, and stale records.
Save 8+ hours/week on Employee Onboarding
Eliminate manual steps in your professional services employee onboarding workflow. Your team gets back hours every week to focus on growth and customer service.
Compliance & Regulations
Designed to meet professional indemnity requirements, client confidentiality obligations, and industry body reporting standards.
Employee Onboarding for Professional Services Automation FAQ
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