Staff Onboarding Automation
Get new starters set up and working from day one.
New starters often wait days for accounts, access and paperwork. We automate the run from offer to first day, so each step happens on its own and nothing gets missed.
Why does onboarding take so long?
Onboarding touches HR, IT, payroll and the hiring manager. When each step is manual and sits in an inbox, new starters wait and the business loses time.
Collect new starter details once
New starter details captured a single time, then reused everywhere.
Set up accounts and access on time
Accounts, access and equipment ready for day one.
Track every step to done
A clear view of every onboarding task through to complete.
What slow onboarding costs you
A slow start hurts more than it looks. New starters sit idle while they wait for access. Managers chase IT and HR instead of leading. Mistakes in pay and access create risk. And the first impression of the business takes a hit before day one is done.
New starters idle and waiting for access
People sit unproductive while accounts and access catch up.
Managers chasing IT, HR and payroll
Managers lose time following up across three teams.
Pay and access errors that create risk
Mistakes in pay or access that expose the business.
We automate the run from offer to first day
We map your onboarding the way it works today, then build it in the Microsoft tools you already pay for. Power Apps collects the details, Power Automate runs the steps, and a dashboard shows where every new starter sits.
Map the process
We map who does what today, from offer to first day, and find the steps that slow things down.
Collect details once
A simple form captures new starter details one time, so no one keys the same data twice.
Automate the steps
We automate accounts, access, contracts and tasks across HR, IT and payroll, with reminders built in.
Track to done
A live dashboard shows each new starter and each task, so nothing is missed and managers can see progress.
The result: new starters ready on day one, and a process that runs the same way every time.
Customer Spotlight
How we did this for an outside school hours care provider
A government wage rise meant an outside school hours care provider had to issue more than two and a half thousand staff contracts at once, and the manual process could not keep up. We automated the run with Power Automate, a Power App form and DocuSign, so contracts went out, came back signed and filed themselves.
The outcome
More than 2,500 contracts issued
Signed copies filed to SharePoint
Fewer manual steps and errors
A run that scales for the next intake
Safe by design
AI is only useful if you can trust it. We build automation and agents you can stand behind in an internal review or in front of a regulator. We design for Australian data and privacy expectations, which matters most in government, health, education and financial services. Your data is never used to train public models.
Controls we build in
- Identity controls
- Least-privilege access
- Clear data-handling rules
- Audit logs
- Human handoffs
Other examples of our work
What good looks like
State Education Department
Identity + Automation
Assigning Microsoft licences at this state education department was a slow, manual job that struggled to keep up with growing staff numbers.
We automated licence assignment from HR data using Azure AD groups and PowerShell, starting with a proof of concept.
Outcomes
- Licences assigned automatically
- Lower admin overhead and cost
- Auditable, compliant process
City Council
Nintex + SharePoint
The property acquisition process was slow and complex, with delays and inaccuracies at each hand-off.
We mapped the process end to end, then automated it with Promapp, Nintex and SharePoint Online.
Outcomes
- Acquisitions move faster
- Fewer errors
- Progress visible in real time
Insurance Provider
SharePoint + Power Platform
An unsupported SharePoint 2010 setup was a security risk and held back HR and Payroll.
We moved this insurance provider to SharePoint Online and rebuilt the key forms and approvals in Power Platform.
Outcomes
- Payback in six months, not two years
- Sensitive HR data better protected
- One setup for staff worldwide
Ports Operator: AI Scheduling Agent
Microsoft Copilot
Staff extracted shipment scheduling data from email attachments and websites manually, so reporting ran late and sources never quite lined up.
We built an AI agent that reads the attachments and websites itself, files the data and flags changes to stakeholders.
Outcomes
- Schedules gathered automatically
- One source of truth
- Changes flagged as they happen
Outside School Hours Care Provider: Voice AI Agent
Copilot Studio
Directors spent much of each day answering policy calls from centre managers, covering everything from incident reporting to child safety rules. Answers varied between people, and many frontline staff speak English as a second language.
We built a voice-enabled AI agent, grounded only in the client’s policies, that answers first so Directors do not have to.
Outcomes
- Directors freed from routine calls
- Consistent answers every time
- Inclusive for bilingual staff
Early Learning Peak Body
Power Pages
A new funding model required two-way data exchanges between every kindergarten, the governing body and Queensland Treasury, and there was no portal to handle it.
We built a portal in Power Pages as the one-stop shop for submissions, documents and live funding data.
Outcomes
- One portal for 38 kindergartens
- Funding visible in real time
- Secure, accurate exchanges
Regional Council
Power Platform
Power Platform and Microsoft 365 had grown across seven environments with little governance.
We reviewed the whole setup and supported the changes to tighten security and control.
Outcomes
- Governance across 7 environments
- 1,400 monthly runs under control
- 200+ app launches a month
Outside School Hours Care Provider
Power Automate
A government wage rise meant issuing more than 2,500 staff contracts at once, and the manual process was too slow.
We automated the run with Power Automate, a Power App form and DocuSign.
Outcomes
- 2,500+ contracts issued
- Signed copies filed to SharePoint
- Fewer manual steps and errors
Industry Ombudsman
Records365 + SharePoint
The client had no electronic records system, and the existing document platform could not co-author, control versions or search well across 93,000 documents.
We implemented Records365 over SharePoint Online and built a modern intranet alongside it.
Outcomes
- 93,000 documents under control
- Co-authoring at last
- A modern intranet
Chemical Manufacturer
Microsoft 365
Microsoft Teams and SharePoint Online had been enabled but the team was not using them, and there was no governance around either.
We reviewed the setup, designed a best practice approach and set a phased roadmap for adoption.
Outcomes
- 500+ orphan documents found
- Idle Teams cleaned up
- A clear path to adoption
Common questions about onboarding automation
What is staff onboarding automation?
It is a set of connected steps that handle a new starter from offer to first day. The system collects their details once, then sets up accounts, access, contracts and tasks on its own, so people do not have to chase each step by hand.
Which tools do you use to automate onboarding?
We build on the Microsoft tools most businesses already have. Power Apps collects the details, Power Automate runs the steps, SharePoint and Dataverse hold the data, and Power BI shows live progress. We can also connect your HR or payroll system.
Can it handle a large intake at once?
Yes. The same run works for one new starter or a few thousand. We built this for an outside school hours care provider when a wage rise meant issuing more than two and a half thousand contracts at once.
How long does it take to set up?
A first working version is usually ready in a few weeks. We start with the steps that cost you the most time, prove they work, then add the rest.
Is it safe and compliant?
Yes. We build with identity controls, least privilege access and audit logs, so you can show who was given what and when. Your data stays in your Microsoft environment.
What does a new starter actually see?
A clear set of steps rather than a pile of emails. Their accounts and access are ready, the paperwork waits in one place, and someone is told as each part is done.
Does it work for contractors and casuals too?
Yes, though the steps differ. We map each type separately, because a casual starting for one shift should not go through the same process as a permanent hire.
What happens when someone leaves?
The same process in reverse is worth building at the same time. Offboarding is where access tends to get left behind, and it is the half most businesses skip.
Ready when you are
Tell us the problem. We will bring the plan.
Start with a discovery session. You leave with clear, prioritised next steps, not a sales pitch.
What to expect
- A consultant replies within 4 business hours
- Session booked to understand your requirements
- We will provide you with a fixed price quote