Use Case · Recruitment

How to Automate Employee Onboarding in Recruitment

Eliminate manual paperwork, reduce time-to-productivity, and give every new hire a consistent experience, from day one.

Book a Demo
Why Automate The Onboarding Process

HR is at the cornerstone of every organization and is both the first and last touchpoint for employees.

For HR teams, having a seamless, automated onboarding process is critical to providing a positive employee experience.

The challenge for IT teams is providing digital tools that HR teams can easily use, without IT having to code every change request as it arises.

Most tools solve the HR problem but create a mountain of work for IT teams. If you have hundreds of developers at your disposal, this might not be an issue, but most organizations would prefer not to invest in costly developer resources.

This is where FlowForma fits in. FlowForma is a no-code process automation platform designed for business users and IT teams. As it requires no coding, it lowers IT dependency, freeing IT teams up to work on more strategic initiatives and enabling HR teams to manage their own onboarding workflows.

FlowForma is native to Microsoft 365, meaning all onboarding data stays within the organization's existing SharePoint tenancy and inherits existing security policies.

How to Automate Onboarding with FlowForma

Follow these steps to build your onboarding workflow in FlowForma Copilot, no code required.

1

Describe Your Onboarding Process

Tell FlowForma Copilot what your onboarding process looks like. Describe the steps, stakeholders, and documents involved, in plain language. Copilot builds the workflow structure for you.

2

Add Your Forms and Documents

Attach offer letters, contract templates, right-to-work checks, and IT provisioning requests. FlowForma generates the forms automatically and connects them to the right workflow stage.

3

Assign Approvals and Notifications

Set rules for who approves each stage, HR, line managers, IT, finance. Automated notifications keep everyone informed without chasing emails.

4

Launch and Track in Real Time

Go live and monitor every new hire’s onboarding progress from a single dashboard. Spot delays instantly and intervene before they become problems.

See FlowForma Copilot Automate An Onboarding Process

How Do I Automate Onboarding Without IT Overhead?

This is one of the key challenges IT leaders face today and it's one of the reasons why no-code platforms exist. No-code platforms, such as FlowForma, don't require as much IT overhead compared with low-code platforms or platforms which require full coding.

With a no-code platform, you can create business rules, add process steps and questions, and add logic specific to your HR process, without writing any code.

AI has accelerated the simplicity of no-code platforms further. With FlowForma Copilot, you can now create a prototype of your onboarding process in seconds, then refine it within the platform itself.

Real-World Case Study: AC Immune

Watch this webinar recording from PEX Network's BPM Live Online Event, where Paul Stone, Head of Customer Success at FlowForma, was joined by Ilker Esener, SAP Expert at AC Immune, to explore how recruitment onboarding was automated with FlowForma's process automation platform.

What Our Customers Say

“

“The digital workflow built with FlowForma has helped bring automation into the recruitment onboarding process, taking what was a giant excel spreadsheet with endless data entry that had outgrown its capabilities and combined it into a process flow that is very intuitive to use.”

Screenshot 2026-05-21 114120

Carolynne McCaughey

Director of Corporate, Morgan Construction & Environmental LTD.

Recommended Resources

Onboarding Automation: How It Can Be Automated
Blog Post

Onboarding Automation: How It Can Be Automated

 Aon Automates It's Onboarding Process
Case Study

Aon Automates It's Onboarding Process

 Case Study: Morgan Construction and Environment LTD.
Case Study

Case Study: Morgan Construction and Environment LTD.

Frequently Asked Questions

FlowForma is a native SharePoint application. Our company is a Microsoft Gold Partner.
Yes. FlowForma connects with all major HRIS platforms including SAP SuccessFactors, Workday, and BambooHR via native integrations and open APIs. No custom development required.
Most teams go live within weeks, not months. We provide a full onboarding service, training and migration so that you hit the ground running.
Actually both! We find IT help to provide the IT guardrails and governance for processes while HR use the platform for managing all HR related processes.
All your data securely sits within your Microsoft tenency.

Ready to Automate Your Onboarding?

See how FlowForma Copilot can transform your recruitment onboarding in days, not months.

Book a Demo Explore More Use Cases