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Send New-Hire Packets
Send prepared packets and report signature requests to HR
Use this Agent instantly or customize it - no programming needed
- New-hire alertNew-hire alert
Your new-hire alert identifies the employee and the workspace where they joined.
- Employee accountEmployee account
Your employee account shows the hire's name and whether they can access the workspace.
- Existing packetExisting packet
Your hire's existing packet shows whether a draft or sent packet already exists.
- Approved packet templateApproved packet template
Your approved template supplies the packet to create when the hire has no matching draft.
- Approved packet listApproved packet list
Your approved list names the packet items and the forms that request signatures.
- Private HR file categoryPrivate HR file category
Your chosen file category lets HR read the report without sharing it with the hire.
- Packet statusPacket status
Your packet status confirms whether the workspace shows the packet as sent.
- Onboarding experienceOnboarding experience
Your hire's onboarding experience shows whether their packet is active in the workspace.
Your online onboarding workspace alerts you to new hires, sends packets, confirms access, and stores private HR files.
- Packet list update requestPacket list update request
Your HR team gets a request to update the approved list before anyone sends the packet.
- HR issue reportHR issue report
Your private HR file records an access, packet, or delivery problem that needs attention.
- HR issue reportHR issue report
Your private HR file records an access, packet, or delivery problem that needs attention.
- Sent new-hire packetSent new-hire packet
Your hire receives the prepared packet through their onboarding workspace.
- HR issue reportHR issue report
Your private HR file records an access, packet, or delivery problem that needs attention.
- HR delivery reportHR delivery report
Your private HR file lists the delivered items, signature requests, and access check.
This Agent starts when you add a new hire. It checks their account, sends the prepared packet, and confirms active access. HR gets a private delivery report and signature list.
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Google DriveUsed as:
- Online onboarding workspace
Google Drive alerts you to new hires, sends packets, confirms access, and stores private HR files.
monday.comUsed as:
- Online onboarding workspace
monday.com alerts you to new hires, sends packets, confirms access, and stores private HR files.
Google ContactsUsed as:
- Online onboarding workspace
Google Contacts alerts you to new hires, sends packets, confirms access, and stores private HR files.
Made for your industry
Send New-Hire Packets is made for businesses in these industries.
- Staffing and Recruiting
Send new agency employees their packets and report delivery to HR.
Show all Agents for the Staffing and Recruiting industry - Construction
Confirm new crew members have active packets and workspace access.
Show all Agents for the Construction industry - Hospitality
Confirm new hospitality hires have active online packets.
Show all Agents for the Hospitality industry - Restaurants
Send prepared packets to new restaurant staff.
Show all Agents for the Restaurants industry - Commercial Cleaning
Send new cleaning staff their packets in the onboarding workspace.
Show all Agents for the Commercial Cleaning industry - Transportation and Logistics
Send new drivers their packets and list signature forms for HR.
Show all Agents for the Transportation and Logistics industry - Security Services
Record signature requests for new guards in private HR files.
Show all Agents for the Security Services industry
Made for your role
Send New-Hire Packets is made for people in these roles.
- HR Coordinator
File a private delivery report with forms needing signatures.
Show all Agents for the HR Coordinator role - People Operations Manager
Report packet delivery and signature requests for HR review.
Show all Agents for the People Operations Manager role - Human Resources Generalist
Verify each new hire's account and packet are active.
Show all Agents for the Human Resources Generalist role - Onboarding Coordinator
Send each new hire's approved packet and confirm access.
Show all Agents for the Onboarding Coordinator role
Made for your department
Send New-Hire Packets is made for people in these departments.
- Human Resources
Keep private packet delivery and signature reports in employee files.
Show all Agents for the Human Resources department
How Send New-Hire Packets works
4 steps, in order, on every run.
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Check the new hire's accountRead the hire's account status and existing packet. Flag a disabled account for HR and retry after access is enabled.
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Choose the prepared packetMatch an existing draft to your approved template, or create one from it. Stop and flag a different or already-sent packet.
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Send and verify the packetSend the draft and check that its status shows sent. Confirm the hire's onboarding experience is running.
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Record delivery for HRFile a private report with the packet contents and forms needing signatures. Include the access result or explain any delivery problem.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.
3 tools
- Choose the approved new-hire packet template and keep a matching list of its delivered items and forms that request signatures.
- Choose the private employee-file category where HR can read the delivery report and new hires cannot.
- Enable the employee-created alert, account lookup, packet delivery, onboarding experience, and employee-file permissions for this workspace.
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 Packets:
No. You choose an approved packet template and keep its item and signature list current. The Agent can create a draft from that template when needed.
The Agent uses a matching draft. If the packet differs or has already gone out, HR gets the conflict and the Agent stops.
You choose a private employee-file category for HR. The report lists packet items and signature requests from your approved list.
HR gets the access problem. The Agent retries after the account is enabled. A failed send or experience check stays unconfirmed.
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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