Direct answer
Start from an approved hire record, resolve the onboarding template for the person’s role and location, create the checklist with named owners and deadlines, and request access through policy-scoped provisioning actions. Track every grant and exception. Never infer privileged access from a job title alone.
01
The workflow
- 01
Admit the approved hire record
Use the HR system record as the trigger and retain the start date, manager, role, location, employment type, and approval state as typed inputs.
- 02
Resolve the onboarding template
Select the checklist and standard access bundle from maintained policy. Put unclear, privileged, or non-standard requests into a manager or system-owner review.
- 03
Create tasks and provision safely
Create tasks for people, equipment, training, and team setup. Execute only the access grants already allowed by policy and record the provider receipt.
- 04
Close the loop before Day 1
Remind named owners about unresolved tasks, surface blocked dependencies, and deliver a final readiness summary to the manager before the start date.
02
Finished artifact
A complete Day 1 readiness record
The useful artifact shows what is ready, what is blocked, who owns each gap, and the evidence for every completed access action.
- Hire identity, role template, manager, and start date
- Tasks with owner, due date, and completion state
- Requested and granted access with provider receipts
- Policy exceptions and named approvers
- Day 1 readiness summary and remaining blockers
03
Setup checklist
- Choose the approved-hire trigger in the HR system.
- Maintain onboarding templates by role and location.
- Define standard access bundles and privileged exceptions.
- Name the owner for every physical and digital task.
- Require receipts for grants and a final readiness review.
Authority boundary
Access grants should be reviewed or policy-scoped.
Start with the smallest useful authority. Expand it only after the team has reviewed settled outputs and the exception path is working.
Product evidence
Employee onboarding runner
Run the Day 1 checklist, provision tools, send welcomes, and chase gaps before a new hire starts.
- Trigger
- Event
- Finished output
- Provisioning checklist, welcome messages, access status, and manager reminders.
- Supported sources
- BambooHR, Okta, Google Workspace, Slack, Notion, Linear
04
Sources and verification
These links support the system capabilities and product workflow described above. The page was reviewed on 2026-08-31.