Map the document and approval handoffs
Onboarding a new hire across legal, payroll, security, and IT requires repeated form exchanges and access approvals.
Extract fields for authorized review
An onboarding pipeline can present a mobile-friendly portal and use OCR to extract fields from submitted documents for authorized staff to compare with the source files. OCR alone does not verify identity or compliance.
Prepare account and access requests
After authorized staff verify the required records, approved webhooks can prepare account and role assignments for the responsible system owners to review.
Track missing records and approvals
The workflow should show missing documents, approvals, provisioning status, and source records without representing automated checks as legal or employment compliance advice.
Product availability and service terms can change. Check the provider’s current information before placing an order or implementing a workflow.