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Send New Hire Packets
Send packet forms in private chat and track replies for HR
Use this Agent instantly or customize it - no programming needed
- Forms-ready taskForms-ready task
Your completed task identifies the hire and lists the approved forms and signature instructions.
- Packet follow-up taskPacket follow-up task
Your packet task ties one hire to delivered forms, receipt, and outstanding signatures.
- HR chat addressHR chat address
Your HR owner's direct chat gives packet updates and delivery problems a private destination.
Your hiring checklist holds approved packet links and tracks receipt and signatures for each hire.
Your private chat carries packet links to hires and private status updates to HR.
- HR delivery alertHR delivery alert
Your HR owner hears why delivery stopped and whether to correct the packet or deliver it manually.
- HR delivery alertHR delivery alert
Your HR owner hears why delivery stopped and whether to correct the packet or deliver it manually.
- HR delivery alertHR delivery alert
Your HR owner hears why delivery stopped and whether to correct the packet or deliver it manually.
- Hire packet messageHire packet message
Your hire receives approved form links, signature instructions, and a request to acknowledge receipt.
- Packet follow-up taskPacket follow-up task
Your follow-up task shows what went out and separates acknowledged receipt from signatures awaiting HR verification.
- HR packet statusHR packet status
Your HR owner gets a private summary of delivery, the hire's reply, and forms still outstanding.
- Hire replyHire reply
Your hire's direct message may acknowledge receipt or report signing a named form.
- Packet follow-up taskPacket follow-up task
Your packet task ties one hire to delivered forms, receipt, and outstanding signatures.
- HR chat addressHR chat address
Your HR owner's direct chat gives packet updates and delivery problems a private destination.
Your private chat carries packet links to hires and private status updates to HR.
Your hiring checklist holds approved packet links and tracks receipt and signatures for each hire.
- Hire clarification requestHire clarification request
Your hire gets a private request to identify the packet or form before its status changes.
- Hire clarification requestHire clarification request
Your hire gets a private request to identify the packet or form before its status changes.
- Packet follow-up taskPacket follow-up task
Your follow-up task shows what went out and separates acknowledged receipt from signatures awaiting HR verification.
- HR packet statusHR packet status
Your HR owner gets a private summary of delivery, the hire's reply, and forms still outstanding.
- Packet follow-up taskPacket follow-up task
Your follow-up task shows what went out and separates acknowledged receipt from signatures awaiting HR verification.
- HR packet statusHR packet status
Your HR owner gets a private summary of delivery, the hire's reply, and forms still outstanding.
This Agent waits for HR to mark a packet ready in the hiring checklist. It checks the details and sends the links in the hire's private chat. HR gets a follow-up task and private updates when the hire replies.
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SlackUsed as:
- Private chat
Slack carries packet links to hires and private status updates to HR.
AirtableUsed as:
- Hiring checklist
Airtable holds approved packet links and tracks receipt and signatures for each hire.
monday.comUsed as:
- Hiring checklist
monday.com holds approved packet links and tracks receipt and signatures for each hire.
AsanaUsed as:
- Hiring checklist
Asana holds approved packet links and tracks receipt and signatures for each hire.
ClickUpUsed as:
- Private chat
ClickUp carries packet links to hires and private status updates to HR.
ZoomUsed as:
- Private chat
Zoom carries packet links to hires and private status updates to HR.
Google ChatUsed as:
- Private chat
Google Chat carries packet links to hires and private status updates to HR.
ChatworkUsed as:
- Private chat
Chatwork carries packet links to hires and private status updates to HR.
PodioUsed as:
- Private chat
Podio carries packet links to hires and private status updates to HR.
PipefyUsed as:
- Hiring checklist
Pipefy holds approved packet links and tracks receipt and signatures for each hire.
TeamworkUsed as:
- Hiring checklist
Teamwork holds approved packet links and tracks receipt and signatures for each hire.
KintoneUsed as:
- Hiring checklist
Kintone holds approved packet links and tracks receipt and signatures for each hire.
Made for your industry
Send New Hire Packets is made for businesses in these industries.
- Retail
Send store hires their forms and show HR which signatures are due.
Show all Agents for the Retail industry - Staffing and Recruiting
Send new agency hires their forms and flag signatures still due.
Show all Agents for the Staffing and Recruiting industry - Healthcare
Send new care staff their forms and flag signatures still due.
Show all Agents for the Healthcare industry - Hospitality
Send new hospitality staff their forms and track outstanding signatures.
Show all Agents for the Hospitality industry - Restaurants
Send new restaurant staff their forms and track missing signatures.
Show all Agents for the Restaurants industry - Commercial Cleaning
Send new cleaning crew members their forms and flag missing signatures.
Show all Agents for the Commercial Cleaning industry - Security Services
Send new guards their approved forms and track outstanding signatures.
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
Send approved hire packets and track each hire's receipt and signatures.
Show all Agents for the HR Coordinator role - People Operations Manager
Show which hire packets were delivered and which signatures remain.
Show all Agents for the People Operations Manager role - Human Resources Generalist
Send each hire's forms privately and track paperwork still due.
Show all Agents for the Human Resources Generalist role - Onboarding Coordinator
Deliver new-hire forms and show which signatures need follow-up.
Show all Agents for the Onboarding Coordinator role - Payroll Specialist
Send new hires their approved forms and flag unsigned paperwork.
Show all Agents for the Payroll Specialist role
Made for your department
Send New Hire Packets is made for people in these departments.
- Human Resources
Send approved hire packets and track receipt and outstanding signatures.
Show all Agents for the Human Resources department - Payroll
Send new hires their approved forms and flag missing signatures.
Show all Agents for the Payroll department
How Send New Hire Packets works
4 steps, in order, on every run.
-
Check the packetRead the completed checklist task for the hire's forms and chat. Tell HR privately if details are missing or the packet was already handled.
-
Send the formsSend the listed links and signature requests in the hire's private chat. Ask the hire to confirm receipt, or alert HR if delivery fails.
-
Track what is outstandingCreate a follow-up task for delivery, receipt, and signatures. Send HR a private summary of the forms sent and requests still open.
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Record the hire's replyMatch the reply to the open packet and update the follow-up task. Mark named signatures as reported, then privately tell HR what still needs review.
How to Get Started
Connect the tools you already use, such as Slack, Airtable or monday.com.
12 tools
- Choose the hiring task list and use a forms-ready task for each hire; completing that task means HR has approved the listed packet for delivery.
- In each forms-ready task, include a unique packet ID, the hire's name and direct-chat identifier, each form's name and hire-accessible link, and which forms need signatures.
- Give the Agent access to an existing direct chat with each hire and a separate direct chat with the HR owner; set the HR chat identifier once.
- HR verifies that each listed link is intended for that hire and already grants the hire access before marking the task ready.
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:
Yes. You choose the hiring list and add each hire's links and signature instructions to a forms-ready task. Check that the hire can open the links before marking it ready.
No. A chat reply records the hire's claim as reported. HR checks the signed form through your existing paperwork process.
You get a private note about what to fix. The Agent sends no partial packet to the hire.
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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