Employee Onboarding: An HR Managers Guide to Automation

Onboarding is a key HR process that lays the foundation for a successful long-term employment relationship. Yet few organisations do it well. According to Gallup, just 12% of employees believe that their organisation does a great job of onboarding its new hires. 

This statistic shouldn’t be taken lightly for employers, as poor onboarding experiences can negatively impact employee retention, productivity, and the employer’s reputation.

Manual onboarding processes are a key contributor to high costs and poor onboarding experiences. According to HCI, 58% of organisations report that their onboarding program is focused on processes and paperwork. With onboarding automation software like AUTTO, organisations can reduce costs, experience 62% greater new hire productivity, and boost retention by 50%.

You can prevent bad onboarding experiences by engaging in onboarding automation.


Benefits of Onboarding Automation

Onboarding automation delivers two primary benefits. First, it improves the onboarding experience by giving HR teams more face time with new hires. 

Second, it helps HR teams deliver a standardised onboarding process, which improves retention and productivity.

Other benefits include: 

1. Saves time and simplifies paperwork. Manually onboarding is document-intensive, requiring employees to fill out endless forms and staff to review and file them. With onboarding automation, you can create simple and error-free workflows to eliminate paper-based processes. Employees can complete and sign documents online and they will be stored securely and easily accessible by HR staff.

2. Fewer errors. By taking repetitive work off your team’s plate, you decrease the chances of anyone making a mistake, forgetting a step, not warning other departments of something important, or leaving a new hire behind in their onboarding. 

Create the  onboarding checklist, set up your AUTTO account to make it work, and let your team use their time to take care of people, not bureaucracy. All without writing a line of code. 

3. Increased efficiency. You can automate tasks like messaging candidates, sending contracts, warning other departments about new hires, or scheduling reminders for check-in meetings. This way, the HR team frees up their time to focus on strategic and creative tasks. With AUTTO, you’ll save time, do more, and focus on providing an excellent experience for new hires.


Walking through our employee onboarding workflow

AUTTO’s intuitive HR automation software makes onboarding automation easy because it relies on a no-code, drag-and-drop interface. That means any HR team member (with permission) can create automation rules without writing a single line of code.

1. Create an employee record and collect information

The first thing we need to achieve is to create a new record for the new employee in your database. Each record will collect all the employee’s required personal information to fill out, and sign, before their first day on the job. 

We can achieve all of this with one simple automation.

We need to find a way to collect data from the employee. The simplest way to achieve this is by using the form action which is already plugged into your template or you can build custom HR forms for new hires, containing any data you wish. AUTTO  will then generate and send a custom email to the employee using the ‘Send Email’ action.

Here’s what the scenario looks like.

You can see how the name of the employee is automatically added to the first line of the email.

2. ​​Send a welcome message. 

Another important task in any onboarding process is introducing your new employee to your entire team. 

A popular way to do this is by posting a welcome message on your business chat platform. For this example, we are using Slack as the  business communications platform.

This is often a formality, but also a good opportunity to initiate conversations and get to know each other better.

The Onboarding workflow has been integrated into the company’s Slack channel and contains an action “Welcome Message” option under the Integration field. 

The data of the employee record, such as the first name, is passed on to the company’s Slack channel. Here, AUTTO automatically creates a welcome message containing:

The new hire’s full name

The department they will be working in

3. Track and view progress

Tracking the progress of multiple onboarding employees can be a hassle. Once you’ve hit ‘published’ on your onboarding workflow, AUTTO provides an easy solution by enabling you to view the status and workflow progress of each request from a central dashboard. 

Each workflow dashboard features four data tabs: 

  1. Progress
  2. Workflow Data ( Allowing you to see the actions completed in the workflow)
  3. User
  4. Analytics

Teams can use these dashboards to track high-level overviews and the status of each individual’s onboarding process.


We have seen how the repetitive and time-consuming processes of an onboarding workflow can be completely automated with AUTTO. 

Bear in mind that we are only scratching the surface of AUTTO-powered onboarding automation.  

Chances are that if you have an onboarding workflow in place, it can be fully or partially automated. Whether you want to scale up the process or free up your HR’s team with tech , onboarding automation is how you get there. 

Ready to streamline your onboarding workflows? Schedule a demo with us today. 

At AUTTO, we’ve put together a free comprehensive onboarding template that can help you get new hires up and running quickly and easily. 

Looking for something else? Browse our HR, Legal or Operations customisable templates to see how AUTTO can simplify your other business processes. 

AUTTO joins the PMI Citizen Developer Partner Program

We are very proud to announce that AUTTO has been approved as a SILVER TIER partner for the Project Management Institute’s (PMI) Citizen Developer Partner Program. Joining this partner program means AUTTO now forms part of several organisations around the world that aim to empower those wanting to change the future of work.

PMI aims to unlock the full potential of citizen development, the greatest enabler of change of a generation.

The increase in citizen development is part of the trend towards the democratisation of IT – people who don’t sit in the IT department are able to access sophisticated technical capabilities without technical or development training.

We believe that automation has a vital role to play in shaping the future of work at the hands of the citizen developer. Automation can have massive cost reduction implications as well as freeing up the workforce’s time, to focus on matters that need vital human input.

Our clients have found that no-code platforms like AUTTO can unleash a new wave of tech development, powered by knowledge workers using their skills and expertise as citizen developers. This is what will digitise the enterprise. But it needs a governance and project framework in which to operate within the business. We are delighted to partner with the PMI as they provide this framework and skills,” said Ian Gosling, CEO and Founder of AUTTO. 

“Congratulations to all at AUTTO for achieving Silver tier of the PMI Citizen Developer Partner Program”, said Claire Sanders, Partner Program Manager at Project Management Institute (PMI). “Organisations like AUTTO are supporting the democratisation of technology using low-code and no-code tools to benefit Citizen Developers across the globe. AUTTO’s dedication to aligning to the PMI Citizen Developer standards, guardrails and best practices is paving the way for increased efficiencies for individuals and organisations adopting low-code and no-code technology.”

4 Steps To Achieving Automation At Scale

All businesses want to deliver products and services to market faster, provide better customer experiences and achieve memorable business results. Unfortunately, most traditional organisations find themselves stymied by siloed processes that prevent resources and information from being shared among departments and teams. Documents get lost, handwritten notes are misread and paperwork is incomplete, among other issues. Results include reputational damage, heightened compliance risks, and reduced productivity.

In the last few years, we witnessed a revolution with automation, where technology, rather than humans, monitors and controls the production and delivery of your products and services. Business processes advance smoothly through its different channels resulting in a 360-degree customer journey.  With HR, for example, businesses use automation to quickly move through the ongoing process of recruiting, onboarding, offboarding, hiring and benefits. When it comes to compliance, data automation helps you manually track every consumer, their interaction with your company, and how long their data has been on file. Likewise, automation helps you manage your resources, standardise your processes, and make them more efficient.

In practice, automating your business operations means integrating modern technology. And that’s a step that many CEOs fear. It’s not only the perceived expense but also the digital disruption and the time it takes to onboard and integrate the new systems.

There are four ways in which organisations can successfully slide into deploying automation at scale:

1. Align departments

When Monash University, Australia, introduced its automation platform in 2016, it assembled a multidisciplinary team with so-called business process owners that were responsible for reviewing policies and procedures within their particular module, while they collaborated with IT for feedback. Transformations are risky. And digital transformations are even more so. Make sure that your exec and IT teams collaborate for a holistic view. Encourage leaders to send out surveys and gather feedback from their teams. 

Research shows that one of the main reasons why digital transformation initiatives fail is lack of alignment between team and departments. Structure regular meetings where frontline workers across divisions open and share ideas on your company’s digital progress. Each has their important role. IT advises which systems to invest in, and how to safely integrate, implement and maintain them, among other items. Business leaders strategize and supervise the key stages, resources, and tasks for effective digital transformation. Collaboration makes for an easier, smoother and more enjoyable process. It certainly acceletes it too, saving you expense and business disruption and helping you get to market faster.

Some helpful tools for effective collaboration include the Kanban framework to help team members visualise projects and focus on their workflow. The Kaizen methodology works as a framework for continuous improvement.

2. Get executive buy-in

If you win permission from the Big Boss, the rest of the organisation are more likely to sit up and take notice. Leaders are concerned – and rightfully so – about the significant investment of money, time, and effort.

How can you overcome those concerns?

By showing your company’s decision makers that investing in an automation strategy will pay dividends that ultimately exceed the original cost. Automated operations yield an even greater return in the form of customer loyalty, efficiency, and speed. With all of these things, your business will be even more profitable and successful. When making the pitch, solicit feedback from your colleagues (that’s where collaboration comes in helpful). Also start small, using the Agile methodology to demonstrate results.

FYI: AUTTO’s no-code platform drastically drives down cost by eliminating all of the initial and ongoing maintenance costs of high-code environments. AUTTO’s solution requires far less in-house developer expertise to operate and maintain. By using AUTTO, you can accelerate your digital transformation, investing in systems, resources, and tools that add value.

3. Educate employees

It took oil giant Shell the four years of COVID-19 to teach its workforce the necessary digital tools the business needed to stay ahead of the industry curve. Shortly after the pandemic, Shell segued into a full fledged digital transformation that included AI, machine learning, and other digital tools.

Shell understood that the need for new technology must be understood by and accepted across the workforce. They had dedicated themselves to educating their staff on what was involved and alleviating their concerns.

For staff, automation initiatives of any considerable effort can be bewildering. All business processes that they’re used to – excel sheets, hard paper copies of records, mailing, faxing, xeroxes, and in-person meetings – are replaced by tech-heavy computers. Since the industrial age, machines tend to discomfit most of us. For that reason, empathetic leaders also use change management models like Kotter’s 8-Step Change Model or the Change Curve to help stakeholders understand and accept system changes. 

4. Demonstrate results

Use the Agile methodology of short iterative cycles to sprint through work and demonstrate how automation motivates workers, pleases clients – in short works far more smoothly and effectively than traditional systems. 

Small wonder then that at least 95% of organisations practice Agile development methods according to the most recent 15th Annual State Of Agile Report. Indeed, researchers find that businesses that adopt the agile methodology experience 98% rate of success and 60% more profit than companies that lean towards the traditional approach. In short, the Agile framework is the best system for successful automation at scale, since it allows you to radically change your business model and capabilities in measured steps, over time, and as resources allow.

Agile also helps accelerate your automation initiatives by its focus on inter- and intra-team collaboration; trust and accountability between employees and team members; window-boxed sprints to hedge risk; a customer-centric approach; and commitment to continuous improvement.

FYI: AUTTO’s no-code digital solution helps you demonstrate results faster by making it 15% more likely for you to deliver mobile applications in four months or less compared to coding that takes six to 18 months to complete. Read how FINTRAIL used AUTTO to cut 160 hours of administrative work.


Creating a workplace that delivers products and services to market faster, provides better customer experiences and achieves memorable business results is the fondest hope of most typical businesses. Automation is the catalyst that enables this to happen. The benefits of automation are simple: They include higher productivity, reliability, availability, increased performance, and reduced operating costs.

The question is: how can you make sure your initiatives succeed?

Catalyse your program with the small things: align frontline workers; educate employees; solicit executive buy-in; use Agile to demonstrate results. 

If you’d like to find out more about how to prepare your organisation for an automation project, and want to know how to save time and money with our easy-to-use, no-code automation solution,  contact us or book a demo with an AUTTO consultant today.

How Automation Can Transform Your Law Firm

Lawyers have enough legal work on their hands without needing to juggle the business side of their practices too. Yet, for too many of us, 23% of our work involves mundane tasks like creating contracts, producing monthly newsletters and drafting, adjusting and approving notes for billing.

New lawyers tend to ask themselves questions that include the following: How can we handle 200 or more clients calling us per week? How can we reduce the length and cost of judicial proceedings? How do we simplify billing? How could we get to the next level? 

Automation’s the answer. Here are three ways automation can transform your law firm. 

1. Onboarding and Legal Communications

New staff have to be led through an extensive onboarding program where you produce, check and process intake forms, welcome emails, consultation notes, contracts/ NDAs, case sheets, case templates, draft documents and signed packages, among other forms. Lawyers told us that onboarding new employees typically takes at least three months.

Automation can slice that time to 99% by automating tedious manual workflows and scaling their operations.

Tasks you can automate include:

  • Template intake, where you simplify your intake process with a legal client intake form template to save time and standardise your onboarding process
  • Partnership agreements
  • Shareholder agreements
  • Contract signing system that’s where you upload a generic contract, have the client’s name automatically inserted, and the client can sign with encrypted electronic signatures
  • Non-disclosure agreements

Check out how AUTTO helps you accelerate these contracting processes through its simple no-code solution.

2. Legal Operations 

Legal automation helps you boost your productivity and get the most ROI from resources like law firm partners and in-house general counsel, by relegating them to high-value work. (Automation does everything else). No-code automation builders like AUTTO, help legal teams and law firms stitch together manual processes to make common workflows scalable. Examples include processing legal intake, prioritising legal cases, and assigning the right cases to the right people at the right time.

Most law firms are represented by legal innovation teams at industry events and have early adopters that buy their products. But actually achieving adoption at scale within a hierarchical environment like a law firm is a different story.

It’s also been notoriously difficult for in-house GCs to persuade decision-makers to invest in automation, although more recently that’s changed, where high-growth tech companies have come to appreciate that these legal teams use automation to patch up inefficiencies and maximise company productivity – and that investing in legal automation is just as profitable as investing in product marketing and sales.

No-code solutions like AUTTO’s automation platform makes it even easier for GCs to persuade their decision-makers to adopt automation since it cuts the cost of digital transformation by 99%. There’s no need to hire IT experts or invest in ongoing IT maintenance, among other costs. The headache at the thought of investing significant money, time and effort disappears. The timeline is hacked from four to six weeks to mere hours. You don’t need to learn to code. All you have to do is connect to a modern browser and your legal team could automate their work processes and forms on the same day.

Check out how AUTTO helped UK law firm Burges Salmon develop their own automated NDA within a few hours and at a minimal cost. No code was involved.

3. Legal Billing

Lawyers can lose as much as 50% of their revenue because of billing mistakes. With automated billing, you can reduce write-downs and write-offs through task-based automation.  For example, you can insert parameters into certain petitions or cases, specifying conditions like cost or time. 

Automated billing eliminates errors. Using systems such as AUTTO for billing not only standardises your invoices but also prompts clients to pay you faster.

Automated billing also provides the transparency that’s critical for auditing and conflict prevention. You can automate this billing to integrate with Quickbooks and your lead tracking system to improve collections.

Also, Law firms can set up prescheduled payment reminders to notify clients with overdue accounts. Automated UTBMS/LEDES coding that organises and standardises legal work. These make it easy to capture and communicate meaningful billing data, leading to a higher rate of claims acceptance and less time spent on correcting and resending invoices. Unfortunately, legal staff have to manually search for and insert the correct code for each entry, resulting in a process that’s tedious, drawn-out and prone to human error. Automation automatically assigns the correct codes.

Check out this case study about how AUTTO is used for automating invoices.

Save Time, Money, and Aggravation By Automating Legal Processes

AUTTO is an automation platform for law firms, legal departments and GCs, helping you automate everything from file sharing to signing documents. Its no-code tool helps you build automated workflows for routine tasks and build conditions in data and documents. No coding skills are needed. The tool plugs into your system and doesn’t need IT maintenance. All you need is a browser and you’re good to go. 

Fancy trying it out for free? Sign up to our 14-day FREE trial here


An Intro To AUTTO

How to Automate a Complex Process without Writing a Line of Code

  • Date: 31 March 2022
  • Time 14:00 BST
  • Host: Ian Gosling, Founder of AUTTO

Hi there,

AUTTO is a no-codebusiness and document automation platform. No-code means you can build tailor-made automated processes without having to be a developer.

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