Onboardly — Employee Onboarding Automation

Turn New-Hire Requests Into a

Connected Onboarding Workflow.

Employee onboarding often starts with a simple request — but behind that request are approvals, employee records, task assignments, notifications, and follow-up activities. Onboardly is a Power Automate-based solution that connects the entire new-hire request process from submission to onboarding tasks.

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See Onboardly in Action

Watch the Onboardly demo to see how a new-hire request moves from submission through approval, employee ID generation, onboarding task creation, notifications, and structured error handling.

What It Does

Onboardly in action — from request to onboarding tasks.

New-Hire Request Management: New-hire requests are captured and managed centrally in SharePoint, creating a structured starting point for the onboarding process.
Automatic Employee ID Generation: Every approved request receives a unique Employee ID automatically, eliminating manual ID creation.
Manager Approval Gate: The onboarding process includes a manager approval step that determines whether the onboarding workflow should proceed.
Automated Onboarding Task IDs: Onboarding tasks receive their own unique Task IDs, generated independently from Employee IDs. Each task is then linked back to the employee through a SharePoint Lookup relationship.
Automated Notifications: Approval and rejection notifications are automatically sent to the relevant users, keeping stakeholders informed without manual follow-up.
Structured Error Handling: The workflow uses Try/Catch scopes and Run After conditions to create a more controlled automation architecture and handle failures without leaving processes incomplete.

Back to Power Automate Solutions

Manager Approval Gate

The Decision That Controls the Workflow

The onboarding process includes a manager approval step that determines whether the onboarding workflow should proceed.

Approved

Continue Onboarding

Rejected

Stop Process & Notify

From Request to Onboarding Tasks

The Onboarding Workflow

01 — New-Hire Request

HR or the relevant requester submits a new employee onboarding request.

02 — Employee Record

The request is captured in SharePoint and an Employee ID is generated automatically.

03 — Manager Approval

The request is routed to the appropriate manager for approval.

04 — Approval Decision

The workflow evaluates the manager's response. Approved → Continue. Rejected → Notify & Close.

05 — Onboarding Tasks

Once approved, the required onboarding tasks are created automatically. Each task receives its own Task ID and is linked to the employee through SharePoint Lookup.

06 — Notifications

Relevant approval, rejection, and workflow notifications are sent automatically.

Smart Automation Architecture

More Than Just a Flow

Onboardly demonstrates how Power Automate can be designed as a structured business process rather than a collection of simple actions.

Employee ID Generation

Automatically generate a unique identifier for every onboarding request.

Task ID Generation

Generate independent identifiers for individual onboarding tasks.

SharePoint Lookup

Connect onboarding tasks to their corresponding employee records.

Approval Gate

Use manager approval as a controlled decision point within the workflow.

Try/Catch Scopes

Separate the main workflow from error-handling logic.

Run After Conditions

Control what happens when an action succeeds, fails, is skipped, or times out.

This creates a more resilient and maintainable automation architecture.

Business Impact

From Manual HR Administration to Automated Onboarding

Reduce Repetitive HR Work

Accelerate New-Hire Processing

Standardize Onboarding Workflows

Reduce Manual Record Creation

Improve Approval Visibility

Maintain Consistent Employee Records

Create Traceable Onboarding Tasks

Improve Workflow Reliability

Why This Architecture Matters

A Basic Flow Sends an Email. A Business-Ready Solution Does More.

A basic onboarding flow can send an approval email. A business-ready onboarding solution needs to do more.

SharePoint Power Automate Approvals Lookups Dynamic IDs Error Handling

The result is a workflow where employee records, approvals, tasks, notifications, and exception handling work together.

Built for HR & People Operations

Who Onboardly Serves

Human Resources Teams

Turn manual onboarding administration into a structured, automated process.

Growing Organizations

Scale onboarding without scaling the manual work behind it.

People Operations Teams

Keep requests, approvals, tasks, and notifications connected in one workflow.

Companies With Structured Onboarding

Standardize how every new hire moves from request to onboarding tasks.

Organizations Managing Multiple New Hires

Handle multiple onboarding requests in parallel without losing traceability.

Built With Microsoft Power Platform

Onboardly shows how Power Platform can transform a manual HR process into a structured, automated, and scalable onboarding system.

Power Automate SharePoint Approvals Workflow Automation SharePoint Lookup Error Handling

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