Onboarding Workflow | Automation & Process Improvement

Donovan Watts

0

Low-Code/No-Code Developer

COO

Airtable

Slack

Zapier

The goal was simple, automate the onboarding process for new hires

As AnswerLab grew, and new hires were added at a rapid pace, it became clear that the cobbled together, highly manual process of getting people onboarded properly was lacking.
The biggest challenge on this project was identifying all the steps and people involved, which were many, and creating a process that automated as much as possible while also providing transparency and accountability to ensure no balls were dropped.

Who is AnswerLab?

A UX research firm that provides key insights to Fortune 500 companies, AnswerLab has been a leader in qualitative and quantitative research for over 20 years.
Check them out ⬇️
AnswerLab.com
AnswerLab.com

Strategy Process

I started the project by identifying key stakeholders and drafting up a proposed timeline by which we'd launch the new process. Working closely with the HR department, I was able to assemble the key players and get to work.
Ready? Set? GO!
Working closely with the team and regularly checking in as progress evolved, we were able to quickly arrive at a solution that saved both time and money.
In less than 2 weeks, I was able to meet with key people involved, lay the plans for a solution and build it. After testing, we deployed the new onboarding process and monitored it closely, making adjustments as necessary to ensure a robust new workflow.
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Posted Jan 29, 2025

Created a sophisticated onboarding process that started in BambooHR and automated a significant portion of the onboarding process.

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Clients

AnswerLab

Tags

Low-Code/No-Code Developer

COO

Airtable

Slack

Zapier

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