Save an onboarding pack to Drive
A new hire’s onboarding documents are gathered and filed in Drive.
When a placement starts, an agent collects the onboarding documents and Google Drive saves the pack.
Trigger
Placement start date
Runs when a placement’s start date arrives.
- 1
Agent step
Collect the onboarding documents
The agent lists what the new hire and the client still need.
- 2
Step
Save the pack
Google Drive files the pack in the client folder.