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Send New Hire Packet
Send the final welcome packet PDF to the hire and report back to HR
Use this Agent instantly or customize it - no programming needed
- HR release messageHR release message
Your HR teammate names the hire, gives their email address, and lists forms needing signatures.
- the final new-hire welcome packet PDFthe final new-hire welcome packet PDF
The cover of the final new-hire welcome packet PDF names the hire so the Agent can check the match.
- Delivery settingsDelivery settings
You choose who can release packets and where HR receives delivery updates.
Your chat app supplies HR's release message and lets the Agent download its PDF.
- HR delivery updateHR delivery update
Your HR team gets send details and signature needs, or a clear reason delivery stopped.
Your email service sends the packet and HR update, then lets the Agent check the sent attachment.
- HR delivery updateHR delivery update
Your HR team gets send details and signature needs, or a clear reason delivery stopped.
- Hire welcome emailHire welcome email
Your hire receives the final new-hire welcome packet PDF with a short note naming forms to sign.
- HR delivery updateHR delivery update
Your HR team gets send details and signature needs, or a clear reason delivery stopped.
- HR delivery updateHR delivery update
Your HR team gets send details and signature needs, or a clear reason delivery stopped.
- HR delivery updateHR delivery update
Your HR team gets send details and signature needs, or a clear reason delivery stopped.
This Agent waits for HR's final packet PDF in your chosen chat. It checks the hire and PDF, then emails the packet. HR gets the send details and signature list.
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GmailUsed as:
- Email service
Gmail sends the packet and HR update, then lets the Agent check the sent attachment.
SlackUsed as:
- Chat app
Slack supplies HR's release message and lets the Agent download its PDF.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook sends the packet and HR update, then lets the Agent check the sent attachment.
ClickUpUsed as:
- Chat app
ClickUp supplies HR's release message and lets the Agent download its PDF.
Google ChatUsed as:
- Chat app
Google Chat supplies HR's release message and lets the Agent download its PDF.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 sends the packet and HR update, then lets the Agent check the sent attachment.
ChatworkUsed as:
- Chat app
Chatwork supplies HR's release message and lets the Agent download its PDF.
Zoho MailUsed as:
- Email service
Zoho Mail sends the packet and HR update, then lets the Agent check the sent attachment.
Made for your industry
Send New Hire Packet is made for businesses in these industries.
- Retail
Email new store hires the matching packet and update HR on forms to sign.
Show all Agents for the Retail industry - Staffing and Recruiting
Send checked packets to new agency hires and flag signature forms for HR.
Show all Agents for the Staffing and Recruiting industry - Healthcare
Send new care team hires the checked packet and flag signature forms for HR.
Show all Agents for the Healthcare industry - Hospitality
Email new hospitality staff the right packet and report signature needs to HR.
Show all Agents for the Hospitality industry - Restaurants
Send new restaurant hires their checked packet and list forms to sign.
Show all Agents for the Restaurants industry
Made for your role
Send New Hire Packet is made for people in these roles.
- HR Coordinator
Send verified packets to new hires and report delivery details to HR.
Show all Agents for the HR Coordinator role - People Operations Manager
Report confirmed packet sends and forms needing signatures for each hire.
Show all Agents for the People Operations Manager role - Onboarding Coordinator
Send the right welcome packet to each hire and flag forms to sign.
Show all Agents for the Onboarding Coordinator role
Made for your department
Send New Hire Packet is made for people in these departments.
- Human Resources
Deliver checked welcome packets to hires and report forms needing signatures.
Show all Agents for the Human Resources department
How Send New Hire Packet works
5 steps, in order, on every run.
-
Check HR's release detailsConfirm the sender can release packets. Check the hire's details and signature list; email HR if anything is missing.
-
Verify the packet PDFDownload the single uploaded PDF and check its pages. Compare its cover name with HR's message; email HR if the file fails either check.
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Email the hireSend the checked PDF to the hire's address with a welcome note. Name the forms HR listed for signature.
-
Check the sent copyRead the sent email and compare its recipient and PDF with HR's release. Tell HR if the attachment cannot be verified; avoid a second send.
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Report the send to HREmail HR the send details and forms needing signatures. Include the attachment check so HR can follow up.
How to Get Started
Connect the tools you already use, such as Gmail, Slack or Microsoft Outlook.
8 tools
- Choose the private HR release chat and the HR send-report address; authorize the HR staff who may release packets.
- Tell HR to send one directly uploaded final PDF per message, with the hire's full name, email address, and an explicit list of forms needing signatures or 'none'.
- Require the hire's full name on the PDF cover so the Agent can compare it with the release message, and connect an onboarding email account permitted to send and read its sent mail.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send New Hire Packet:
You choose a private release chat and who may release packets. HR provides one final PDF and the hire's details, plus a signature list or 'none'.
You require the hire's full name on the PDF cover. The Agent compares that name with HR's message and emails HR about a mismatch before sending.
The Agent holds the hire email and emails HR the specific issue. HR can correct the release and send it again.
No. HR gets the sent message details and attachment check, which show what went out. They do not show whether the hire opened it.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
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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