ConditionalVisibility

new-products-promo

Automation inspiration

automate-onboarding-and-offboarding-00-hero

BambooHR

Workable

Formal onboarding and offboarding processes make life easier for everyone at work—especially IT teams. Here are some ways Zapier can help you streamline those processes and reduce mistakes.

How to automate employee onboarding and offboarding

It takes time to move job candidates through the recruiting pipeline. This integration makes it easy to create employee profiles from hired candidates. Whenever Workable candidates reach a specific stage, this Zap will automatically create employees in BambooHR.

Workable is a beautifully simple tool that helps you advertise jobs, screen candidates and accelerate your company's hiring process.

Triggers when a new candidate is created. Optionally, you can specify a specific job and stage to limit by.

New Candidate

Triggers when a candidate is disqualified.

New Disqualified Candidate

Triggers when a candidate moves to a new stage.

Updated Candidate Stage

Find a candidate in your Workable account.

Find Candidate

Find a candidate in your Workable account in a specific job.

Find Candidate in Job

Finds a published or closed job in your account by title.

Find Job

Find or Create Candidate

Add Comment Candidate

Creates a new candidate in a Workable position.

Create Candidate

Move Candidate Stage

Create Requisition

Adds one or more tags to a selected Candidate in Workable.

Add Tag to Candidate

BambooHR is an online human resources software service for small and midsized businesses.

New Employee Started

New Employee

Triggers when a company report changes. Works best with reports sorted by a date field in descending order.

Changed Report

Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.

New Time Off

Triggers when a new time off request is created by an employee whose requests you're able to approve.

New Time Off Request

Triggers when specific employee fields are updated.

Updated Employee

Triggers when an employee is updated (include custom fields changes).

New Updated Employee (Include Custom Fields Changes)

Find Employee

Find or Create Employee

Create Employee

Get a summary of who's out of the office on a given date.

Get Summary of Who's Out

Approve, deny, or cancel a time off request.

Respond to Time Off Request

Update Employee

Upload Employee File

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create employees in BambooHR from Workable candidates in a stage

It takes time to move information about new hires from Google Sheets to BambooHR. This integration automates that work for you. You can now add new employees in BambooHR automatically everytime there are new rows created in a designated Google Sheet.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Add new hires in BambooHR from new rows in a Google Sheet

Adding employees from one HR tool to another can be a real pain and time suck. Use this integration to automatically create a user in When I Work for new employees in BambooHR. Stop wasting time on the manual things.

When I Work is the easiest way to schedule, manage attendance, and communicate with your staff from your Android device and PC. Notify your staff instantly about their work schedule via text, email, and web notifications.

When I Work

Creates an employee, manager, or supervisor.

Create User

Create users in When I Work for new employees in BambooHR

Your company is growing! What better way to welcome new hires than posting in Slack? With this easy-to-use integration, you can post details about your new employees added in BambooHR as Slack channel messages. This work will be automated for you as soon as you turn on this integration.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Post new employees added in BambooHR to a Slack channel

Alert your team about new hires with this integration. Whenever a new employee is created in BambooHR, Email by Zapier will automatically send an outbound email.

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

New Inbound Email

Triggers when an email that you've enabled read receipts on via our `Send Outbound Email` trigger is opened.

New Read Receipt

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

Send Outbound Email

Send emails for new BambooHR employees

Alert your team about new hires with this integration. Whenever a new employee is created in BambooHR, this Zap will automatically send a message to a specific Microsoft Teams channel.

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Microsoft Teams

Triggers when a new channel is created within a team.

Triggers when a member or highlight word is mentioned in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Channel Mention

Triggers when a new message is received in a chat.

New Chat Message

New Chat

Triggers when a new member is added to a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Team Member

Triggers when a new message is posted in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Channel Message

Triggers when a new reply is added to a message in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Reply to Message

Creates a new channel within a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Creates a new one-on-one chat between you and a team member.

Create One-on-One Chat

Creates a new private channel within a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Create Private Channel

Reply to Channel Message

Sends a message to a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Send Chat Message

Sends a chat message to the Zapier bot. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Send Chat Message to Zapier Bot

Send a Microsoft Teams channel message for new BambooHR employees

Automate onboarding tasks, including joining the Zapier team account, to help your teammate quickly get up to speed. Use this Zap to automatically send a Zapier team account invite when new employees are created in BambooHR.

Bolster your Zap housekeeping with Zapier Manager. Track Zap errors, invite members to your Team, and more!

Zapier Manager

Triggers when a new public app is added to Zapier.

How to automate employee onboarding and offboarding

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.