Employee created
Start date approaching
Document still missing
Sign completed
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HR
HR Onboarding
Opens the People checklist and the missing Sign requests when an employee record is created.
Implement HR Onboarding.
InterConnecta configures the part Zoho already publishes and builds the API for the step that connection does not cover. OpenAI, Anthropic, or Gemini can run the AI step.
Talk to a specialistWorkflow
When Employee record createdStart date approachingRequired document still missingSign request completed
Solution
Start onboarding from the employee record.
HR tracks new-hire documents in inboxes and folders, separate from the Zoho People record.
A new Zoho People employee opens the onboarding checklist, stores files in WorkDrive, and drafts the Zoho Sign requests that are still missing.
Input systems
Zoho People
Origin
Zoho Sign
AI processing
Zoho WorkDrive
Result
Execution path
Origin Employee record created
Start date approaching · Required document still missing · Sign request completed
AI processing Compare the checklist with the files already stored and draft only the missing Sign requests. Do not mark onboarding complete. OpenAI, Anthropic, or Gemini can run this step.
- Employee name and email
- Start date
- Checklist template
- Files already on the record
Actions
- Open the onboarding checklist
- File documents in WorkDrive
- Draft missing Sign requests
- Notify HR of what is still open
Result HR sees the open checklist and the unsigned documents on the People record.
How this flow runs.
- 01
Zoho People
Starts when Employee record created, Start date approaching, Required document still missing, Sign request completed.
- 02
Checklist
Reads Employee name and email, Start date, Checklist template, Files already on the record.
- 03
Run the AI step
Compare the checklist with the files already stored and draft only the missing Sign requests. Do not mark onboarding complete. OpenAI, Anthropic, or Gemini can run this step.
- 04
Zoho People
HR sees the open checklist and the unsigned documents on the People record.
Key benefits
Checklist opens with the employee
Only missing documents are requested
Signed files return to the record
Completion stays a human step
Ideal for
HR teams that onboard employees in Zoho People and collect documents with Zoho Sign.