Automated Onboarding Systems

Automated onboarding systems are good at the things that are genuinely repetitive, and it is worth being clear about where the automation should stop.

Automate the sequence. Tasks triggered by a start date. Accounts and access requested. Forms issued and chased. Policies assigned and acknowledgement tracked. Training allocated by role. Reminders at a week and a month.

Do not automate the contact. A generated welcome message from a system nobody recognises is worse than nothing, and it is obvious. So is a manager whose only interaction in week one arrives as a task notification.

The pattern that works is a system carrying every administrative step, so that the manager has the time free for the parts that genuinely require a person.

The Fair Work Ombudsman covers the records onboarding must produce. This is general information rather than legal advice, and obligations vary by state and territory.

See Sentrient’s workflow automation software and onboarding management system.