How can automation help streamline the employee onboarding process in Zoho People?
Automating employee onboarding in Zoho People ensures a smooth and consistent experience for new hires. Common automation use-cases include:
Automated Welcome Emails: When a new employee is added to the system, Zoho People sends a personalized welcome email with onboarding links and documents.
Checklist Assignment: Automatically generate onboarding checklists (e.g., submit ID proofs, complete HR forms, IT asset request) based on the employee’s role and department.
Task Delegation: Assign tasks to HR, IT, and reporting managers—such as creating email accounts, configuring payroll, or scheduling orientation.
Document Collection Automation: Auto-trigger requests for uploading essential documents and track the completion status.
Probation Follow-up Reminder: Set reminders for managers to evaluate the employee at the end of the probation period.
These automations save HR time, reduce missed steps, and create a professional experience for new team members.
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