> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serval.com/llms.txt
> Use this file to discover all available pages before exploring further.

# People Teams Automations

> Detailed workflow examples for onboarding, offboarding, HRIS automation, and People Ops processes

This guide provides detailed workflow examples for People teams. For a quick-start guide, see [Serval for People Teams](/sections/documentation/team-solutions/People/people-team-starter).

***

## Onboarding Workflows

Onboarding new employees involves coordinating across multiple teams and systems. These workflows automate common touchpoints.

<AccordionGroup>
  <Accordion title="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

    **Example Trigger**: New employee detected in HRIS or manual request via Slack
  </Accordion>

  <Accordion title="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

    **Example Trigger**: 2 weeks before employee start date
  </Accordion>

  <Accordion title="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

    **Example Trigger**: Employee start date
  </Accordion>

  <Accordion title="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

    **Example Trigger**: New hire detected or department change
  </Accordion>

  <Accordion title="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 Trigger**: Scheduled based on start date and enrollment windows
  </Accordion>
</AccordionGroup>

### 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.

<AccordionGroup>
  <Accordion title="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

    **Example Trigger**: Termination detected in HRIS or manual request from People team
  </Accordion>

  <Accordion title="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

    **Example Trigger**: Last day of employment
  </Accordion>

  <Accordion title="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

    **Example Trigger**: Last day of employment marked in HRIS or by manual request
  </Accordion>

  <Accordion title="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 Trigger**: Termination date entered in HRIS
  </Accordion>
</AccordionGroup>

### 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        |

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Serval for People Teams" icon="rocket" href="/sections/documentation/team-solutions/People/people-team-starter">
    Quick-start guide for People teams
  </Card>

  <Card title="Create Your First Workflow" icon="wand-magic-sparkles" href="/sections/documentation/workflows/create-your-first-workflow">
    Step-by-step guide to building workflows
  </Card>

  <Card title="Approvals" icon="check-double" href="/sections/documentation/workflows/approvals">
    Add approval steps to your workflows
  </Card>

  <Card title="Integrations" icon="plug" href="/sections/integrations/overview">
    Connect Serval to your tech stack
  </Card>
</CardGroup>