Automating Onboarding

(OBJ 4.7)

Involves using technology to execute repetitive tasks without continuous human intervention
With automation you can impact
- Overall productivity
- Employee satsifaction
- Retention rates

Automating the onboarding process impacts organizational productivity, employee satisfaction, and retention rates
Streamlining onboarding ensures new hires are integrated quickly and efficiently into their roles and the organization's culture
Benefits
- Eliminates manual tasks, reduces errors, and provides structured, consistent onboarding
- Reduces administrative burden on HR and IT departments
- Enhances support ticket management processes

Involves creating and managing user accounts and access rights to internal systems
Ensures new employees have necessary access to systems, applications, and resources required for their role as soon as they are onboard
Process includes the following
- Collecting information
- Creating the user's accounts
- Assigning roles and access
- Sending notifications and confirmations
- Conducting synchronization and updates
Steps in User Provisioning
- Employee provides personal details, role, and department information
- Automation creates user accounts in various systems
  - Email
  - Work Management Platforms
  - Internal Communication Tools
- Automation assigns roles and access levels based on department and position
  - Ensure they have the specific tools and data needed for the job
- Automated notifications sent to the employee, manager, or IT department
  - For their awareness and to confirm the account was properly created
- Automation keeps user information synchronized across platforms
  - Example: Moving to a different department

Ensures timely allocation of physical and digital resources needed by new employees
- Allocating the necessary tools and resources that new employees need to perform their jobs
Resources include
- Workstations
- Software licenses
- Communication tools
Process involves
- Requirements analysis
- Resource allocation
- Configuration
- Verification and auditing
- Gathering feedback
Steps in Resource Provisioning
- Analyze role and department information to determine specific resources to be assigned to the new employee
- Initiate procurement workflows or allocate available resources based on rules
  - Might include
    - Setting up a workstation
    - Providing a smartphone
    - Granting a license
- Configure resources to meet the employee's role
  - Example
    - Receive access for management systems
- Verification process to ensure successful allocation
- Auditing to track allocated resources for inventory management and compliance
- Employee and manager feedback on resource suitability and additional requirements