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Check New Hire Accounts

Check approved hires before creating missing work accounts

Use this Agent instantly or customize it - no programming needed

Check work accounts for upcoming hires
Reads
  • Approved hire roster
    Approved hire roster

    Your roster shows who starts soon and whose account result still needs work.

  • Work account directory
    Work account directory

    Your directory shows existing work accounts and whether each one is enabled.

  • Account settings
    Account settings

    Your setup sets the start window and rules for account addresses and enabled status.

Work account workspace
Work account workspace

Your work account workspace holds the hire roster and directory, creates accounts, and records account results.

Work account workspace
Is the hire missing an employee ID or requested work address?YesNo
Record the missing detail for coordinator review
Writes
  • Review reason
    Review reason

    Your roster shows what the coordinator must resolve before account setup can finish.

Did the directory search fail?YesNo
Record the search error for coordinator review
Writes
  • Review reason
    Review reason

    Your roster shows what the coordinator must resolve before account setup can finish.

Are there conflicting matches or only a name match?YesNo
Record the identity question for coordinator review
Writes
  • Review reason
    Review reason

    Your roster shows what the coordinator must resolve before account setup can finish.

Did the hire's approval or identity change on the roster?YesNo
Stop this hire's account check
Is there one clear existing account?YesNo
Record its address and enabled status on the roster
Writes
  • Work account result
    Work account result

    Your roster shows each account's address, enabled status, and existing or new result.

Recheck the directory, create only if unused, and record the result or error
Writes
  • Work account result
    Work account result

    Your roster shows each account's address, enabled status, and existing or new result.

  • Review reason
    Review reason

    Your roster shows what the coordinator must resolve before account setup can finish.

This Agent checks approved hires on your weekday roster against existing work accounts. It creates accounts for clear misses and flags uncertain matches. Your roster shows each account address and status, or a reason to review.

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monday.com
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Made for your industry

Check New Hire Accounts is made for businesses in these industries.

Made for your role

Check New Hire Accounts is made for people in these roles.

Made for your department

Check New Hire Accounts is made for people in these departments.

How Check New Hire Accounts works

4 steps, in order, on every run.

  1. Read Upcoming HiresRead approved hires starting within your chosen window. Skip roster entries that already have a completed account result.
  2. Check Existing AccountsSearch by employee ID and requested work address. Flag missing details or conflicting matches for coordinator review.
  3. Create Missing AccountsCheck the directory again for clear misses. Create an account with your chosen address rule if both identifiers remain unused.
  4. Update the Hire RosterRecord the existing or new account address and enabled status. Show a review reason when an issue prevents a safe result.

How to Get Started

Connect your tools

Connect the tools you already use, such as Airtable, monday.com or Microsoft Office 365.

7 tools
Set your rules
  • Choose the approved upcoming-start roster and the fields for approval, employee ID, legal name, requested work address, start date, account address, and account status.
  • Set the approved work domain, account naming rule, and whether newly created accounts should be enabled.
  • Give the Agent permission to read the roster and directory, create directory users, and update the roster result fields; give the coordinator access to the result view.
  • Set a weekday check time and the allowed start-date window.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Check New Hire Accounts:

What do I need to set up before it runs?

Choose your roster, work domain, naming rule, and weekday check time. Set the start-date window and give the Agent access to your roster and directory.

What happens if a hire already has a work account?

Your roster gets the existing account address and enabled status. Your onboarding coordinator can use that result to prepare for the hire's start.

How are uncertain matches handled?

Your onboarding coordinator sees the conflicting addresses or missing details on the roster. The Agent leaves that hire open for review and does not create an account.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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