Onboard Ola
New staff setup bot
A new starter is ready on day one, and a leaver's access ends on time.
What Onboard Ola does
Prepares a new starter's access, equipment and first-week checklist.
Works with
Employee recordsAccess and rolesEquipment list
Features
- Creates the starter's record and role
- Assigns the first-week checklist
- Removes access on the last day
- Keeps a record of every access change
Functions
Create a starter record
Assign a checklist
Schedule access removal
Remind the manager of open tasks
How a task runs, step by step
- Reads the new starter's details from the offer
- Creates the record and the right role
- Assigns the first-week checklist to the manager
- Removes access on the last working day, with a manager's approval
Activity feed
Sample entries that show the kind of record this bot keeps.
- 08:00New starter Amina joins MondayRecord and role created
- 08:01First-week checklist assigned to the managerSent for confirmation
- 12:00Laptop and card on the equipment listMarked as ready
- 17:00Leaver's access set to end FridayWaiting for manager approval
What you control
- Choose the role and checklist for each new starter
- Approve each access change before it is made
- Set the date when a leaver's access ends
Guardrails
Limit: Access changes need a manager's approval. Every action is logged, and you can pause Onboard Ola at any time.
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