Onboarding Workflows
Onboarding new employees involves coordinating across multiple teams and systems. These workflows automate common touchpoints.New hire account provisioning
New hire account provisioning
Automatically create accounts across your tech stack when a new employee starts:
- Create email account in Google Workspace or Microsoft 365
- Set up communication accounts (Slack, Teams, etc.) and add to appropriate channels
- Provision access to core tools based on role (Engineering, Finance, etc.)
- Create entries in identity and security systems
- Add to relevant distribution lists and groups
Equipment provisioning
Equipment provisioning
Coordinate laptop and equipment setup:
- Create procurement request in your asset management system
- Assign standard equipment based on role/department
- Track shipping and delivery status
- Notify IT when equipment is ready for configuration
- Send welcome email with setup instructions
Day-one welcome workflow
Day-one welcome workflow
Ensure new hires have everything they need on their first day:
- Send welcome message with first-day instructions
- Share onboarding checklist and training materials
- Introduce to team via Slack channel
- Schedule 1:1 with manager and People Ops
- Provide links to benefits enrollment and policy documents
Role-based access setup
Role-based access setup
Provision access based on the employee’s department and role:
- Lookup department and job title from HRIS
- Apply appropriate access profile
- Grant access to team-specific tools and resources
- Add to security groups and permission sets
- Document access granted for compliance
Benefits enrollment reminders
Benefits enrollment reminders
Ensure new hires complete benefits enrollment:
- Send initial enrollment reminder with deadline
- Provide links to benefits portal and documentation
- Follow up if enrollment is incomplete
- Escalate to People team if deadline is missed
- Confirm enrollment completion
Example Prompt: Automated New Hire Setup
“When a new employee is added to our HRIS, create their Google Workspace account using their work email. Then add them to Slack and the #general and #announcements channels. Finally, send their manager a message with a link to their onboarding checklist.”
Offboarding Workflows
Offboarding requires timely, complete access removal to maintain security. These workflows ensure nothing is missed.Access revocation
Access revocation
Systematically remove access when an employee departs:
- Suspend or delete email account
- Deactivate Slack account
- Remove from all provisioned applications
- Revoke SSO and identity provider access
- Archive any personal data per retention policy
Equipment recovery
Equipment recovery
Coordinate return of company assets:
- Send instructions to departing employee
- Track return status
- Notify IT to wipe and inventory returned devices
- Update asset records
Knowledge transfer
Knowledge transfer
Preserve institutional knowledge:
- Export relevant documents and files
- Reassign ownership of shared drives and projects
- Transfer calendar events and meeting notes
- Archive direct messages if needed for compliance
- Notify team of transition
Exit checklist automation
Exit checklist automation
Ensure all offboarding steps are completed:
- Create exit interview task for People team
- Generate final payroll adjustments
- Process benefits termination
- Update HRIS employment status
- Send confirmation to relevant stakeholders
Example Prompt: Complete Offboarding
“Offboard Jane Doe, her last day is Friday.”Serval looks up the employee in the HRIS, identifies all their provisioned accounts, and executes the revocation workflow—providing a complete audit log of what was removed.
Employee Support Workflows
| Workflow | Description |
|---|---|
| PTO Balance Lookup | Employees ask Serval for their current PTO balance; Serval queries the HRIS and responds |
| Manager Approval Routing | Route requests (time off, expense, access) to the appropriate manager for approval |
| People Ops Ticket Triage | Automatically categorize and route incoming People Ops requests to the right specialist |
| Anonymous Feedback Collection | Collect employee feedback and surface trends to People leadership |
| PTO Request Form | Structured form to request time off with automatic manager approval routing |
| Department Transfer Request | Request to move to a new department with manager and People team approval |
| Address/Contact Update | Self-service form to update personal information with verification |
Lifecycle Management Workflows
| Workflow | Description |
|---|---|
| Promotion Processing | Update access, titles, and systems when an employee is promoted |
| Department Transfers | Adjust access and team memberships when employees change departments |
| Leave of Absence | Manage temporary access suspension and reinstatement |
| Return from Leave | Reactivate accounts and update systems when employees return |
Reporting & Analytics Workflows
| Workflow | Description |
|---|---|
| Headcount Reports | Generate weekly headcount summaries from HRIS data |
| Turnover Alerts | Notify People leadership when turnover in a department exceeds thresholds |
| New Hire Summary | Weekly digest of new hires starting, including their setup status |
| Access Audit Reports | Monthly reports on who has access to sensitive systems |
Recruiting Support Workflows
| Workflow | Description |
|---|---|
| Applicant Pipeline View | Query your ATS for a summary of candidates by stage |
| Interview Feedback Reminder | Send reminders to interviewers to submit feedback after interviews |
| Offer Letter Status | Check status of pending offer letters and follow up as needed |
| New Requisition Alert | Notify recruiting team when new job requisitions are opened |