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New Employee Onboarding Checklist

Trigger a structured onboarding sequence when a new hire is added. Automatically create shared Drive folders, send welcome emails, post introductions in Slack, and track checklist completion in Notion.

Intermediate~30 minn8nMake.com 31 downloads 83 views

Setup Instructions

1. In Notion, create a "Team Members" database with properties: Name, Email, Role, Start Date, Manager, Status (select: Pending, Onboarding, Active), and Department. 2. In n8n/Make, add a Notion trigger that fires when a new page is added to the Team Members database with Status = "Pending". 3. Add a Google Drive node to create a folder named "[Employee Name] - Onboarding" inside your HR shared drive. Include subfolders for Contracts, Training, and Equipment. 4. Add a Gmail node to send a welcome email to the new hire's personal email with their start date, first-day instructions, and a link to the Drive folder. 5. Add a Slack node to post an introduction message in your #general or #new-hires channel with the employee's name, role, department, and start date. 6. Add a Notion node to create a set of onboarding task pages (e.g., "Complete tax forms", "Set up laptop", "Meet with manager", "Security training") linked to the employee's record. 7. Add a Slack scheduled message node to send the new hire's manager a check-in reminder on Day 1, Day 7, and Day 30. 8. Update the employee's Notion Status to "Onboarding" once all initial steps complete.
Troubleshooting
**Google Drive folder not created:** Verify the service account or OAuth credential has Editor access to the target shared drive. Shared drives require the "supportsAllDrives" parameter to be set to true. **Welcome email not delivered:** Check that the Gmail credential has the gmail.send scope. If using a service account, domain-wide delegation must be enabled. Also verify the recipient email is valid. **Slack introduction not posting:** Confirm the bot is a member of the target channel. Private channels require an explicit invite. Check that the OAuth token has chat:write and chat:write.public scopes. **Notion tasks not linking to employee:** Ensure the onboarding task pages use a Relation property that points back to the Team Members database. Pass the employee's page ID when creating each task.

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