OpsSource: AY Automate

New Hire IT Provisioning Checklist

Fires when HR marks a new hire as confirmed and creates the account-provisioning tasks (email, tools access, hardware request) so IT gets a checklist instead of a Slack message to remember.

What this template does

Fires when HR marks a new hire as confirmed and creates the account-provisioning tasks (email, tools access, hardware request) so IT gets a checklist instead of a Slack message to remember. It's categorized in our directory under Ops Automation internal operations: invoicing, reporting, data sync, and the glue work that keeps a business running between tools that don't talk to each other natively.

Integrations

  • Slack
    Slack
  • Google Workspace
    Google Workspace

Setup steps

  1. 1Trigger on new hire record confirmed in your HR tool or spreadsheet.
  2. 2Create provisioning tasks for each required system.
  3. 3Assign tasks to the IT owner with the start date as the due date.
  4. 4Notify the manager once provisioning is complete.

More Ops templates

Other ops automation templates in our directory.