- AI-Agent
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Create Work Accounts
Create work accounts for approved hires and update their roster items
Use this Agent instantly or customize it - no programming needed
- New hire roster itemNew hire roster item
Your new roster item identifies the hire whose account setup should start.
- Hire detailsHire details
Your roster item supplies the hire's approval, identity details, and chosen access profile.
- Sign-in address ruleSign-in address rule
You choose the company domain and naming rule for each new sign-in address.
- Access profile mappingsAccess profile mappings
You map each allowed access profile to its approved license and groups.
- Existing work identitiesExisting work identities
Your directory shows whether the employee ID or proposed address already belongs to an account.
You keep each hire's approval and setup result in start-date roster.
You use company identity directory to find existing accounts, create new ones, and confirm approved access.
- Setup statusSetup status
Your roster item shows whether setup is complete, pending, or needs follow-up.
- Coordinator updateCoordinator update
Your coordinator sees the result and any next action on the hire's roster item.
- Setup statusSetup status
Your roster item shows whether setup is complete, pending, or needs follow-up.
- Coordinator updateCoordinator update
Your coordinator sees the result and any next action on the hire's roster item.
- Setup statusSetup status
Your roster item shows whether setup is complete, pending, or needs follow-up.
- Coordinator updateCoordinator update
Your coordinator sees the result and any next action on the hire's roster item.
- Work sign-in addressWork sign-in address
Your roster item shows the account's returned sign-in address after creation.
- Setup statusSetup status
Your roster item shows whether setup is complete, pending, or needs follow-up.
- Coordinator updateCoordinator update
Your coordinator sees the result and any next action on the hire's roster item.
This Agent starts when an approved hire joins your start-date roster. It checks for an existing identity before creating the account with your chosen access. Your coordinator sees the work address and setup status, or a blocker, on that item.
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Google DriveUsed as:
- Company identity directory
You use Google Drive to find existing accounts, create new ones, and confirm approved access.
AirtableUsed as:
- Start-date roster
You keep each hire's approval and setup result in Airtable.
monday.comUsed as:
- Start-date roster
You keep each hire's approval and setup result in monday.com.
- Company identity directory
You use monday.com to find existing accounts, create new ones, and confirm approved access.
Google ContactsUsed as:
- Company identity directory
You use Google Contacts to find existing accounts, create new ones, and confirm approved access.
Microsoft Office 365Used as:
- Company identity directory
You use Microsoft Office 365 to find existing accounts, create new ones, and confirm approved access.
PodioUsed as:
- Start-date roster
You keep each hire's approval and setup result in Podio.
KintoneUsed as:
- Start-date roster
You keep each hire's approval and setup result in Kintone.
Made for your industry
Create Work Accounts is made for businesses in these industries.
- Retail
Set up work accounts for approved store hires and show pending access.
Show all Agents for the Retail industry - Software
Apply approved tool access to new hires' work accounts and report gaps.
Show all Agents for the Software industry - Financial Services
Create approved hires' sign-ins and flag unfinished access assignments.
Show all Agents for the Financial Services industry - Healthcare
Create approved care hires' work accounts and flag access gaps.
Show all Agents for the Healthcare industry - Government
Create work accounts for approved agency hires and report access status.
Show all Agents for the Government industry - Education
Set up approved faculty and staff accounts from the start-date roster.
Show all Agents for the Education industry
Made for your role
Create Work Accounts is made for people in these roles.
- Recruiting Coordinator
See whether approved hires have work sign-ins ready for their start dates.
Show all Agents for the Recruiting Coordinator role - HR Coordinator
Track new hires' account setup and spot details that need correction.
Show all Agents for the HR Coordinator role - Human Resources Generalist
Get new hire sign-ins and access status without chasing IT updates.
Show all Agents for the Human Resources Generalist role - Onboarding Coordinator
See each approved hire's sign-in and setup status on the roster.
Show all Agents for the Onboarding Coordinator role - IT Administrator
Create one work identity per approved hire with the mapped access.
Show all Agents for the IT Administrator role - IT Support Specialist
See which new hire accounts still need license or group follow-up.
Show all Agents for the IT Support Specialist role - Identity and Access Management Analyst
Check for existing identities before assigning approved new hire access.
Show all Agents for the Identity and Access Management Analyst role
Made for your department
Create Work Accounts is made for people in these departments.
- Recruiting
Show hiring teams which approved hires still need account setup.
Show all Agents for the Recruiting department - Human Resources
Keep approved hires' sign-ins and setup status on their roster items.
Show all Agents for the Human Resources department - Information Technology
Create work accounts and report license or group assignment gaps.
Show all Agents for the Information Technology department - Information Security
Prevent duplicate identities and apply only approved access profiles.
Show all Agents for the Information Security department
How Create Work Accounts works
6 steps, in order, on every run.
-
Check the new hireRead the roster item for approval and the details needed to create an account. Flag missing information for your coordinator before setup begins.
-
Check for an existing accountSearch the directory by employee ID and proposed work address. Stop creation and flag any matching identity for review.
-
Choose the approved accessMatch the roster's access profile to the license and groups you set up. Stop if the profile has no approved mapping.
-
Create the work accountCreate the account with the company sign-in address. Require a password change at first sign-in.
-
Apply and check accessAssign the chosen license and groups, then check the results. Mark any pending or failed assignment as incomplete.
-
Report setup on the rosterWrite the returned address and actual setup status on the hire's roster item. Mention the coordinator with any next action.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or monday.com.
7 tools
- Choose the start-date roster and its columns for approval, employee ID, legal name, start date, country of use, access profile, coordinator, work address, and setup status.
- Set the approved company sign-in domain and address naming rule.
- Map each allowed access profile to its exact license and nonprivileged group IDs; provide the directory permissions needed to find and create users, assign licenses, and add group members.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Create Work Accounts:
Yes. You choose the company sign-in domain and approved access profiles. The Agent creates the account after checking the directory for an existing identity.
The Agent stops before creating another account. Your coordinator sees the matching identity and review reason on the roster item.
Your coordinator sees the created work address and the exact assignment needing follow-up. The roster item shows incomplete setup.
You choose the roster columns, sign-in domain, address rule, and approved access mappings. You also grant the directory permissions needed to create users and assign access.
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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