The moment HR marks a new employee as 'Active' in BambooHR, an Asana project is automatically created from a template with every onboarding task already assigned and due-dated. An email goes to the manager, IT, and the new hire with links to their tasks. Nobody has to copy a checklist or send individual emails—everything is done before the new hire's first day.
Build an Asana onboarding template project with tasks for IT setup, HR paperwork, manager intro, and tool access—each pre-assigned by role.
In Make, create a scenario triggered when a BambooHR employee status changes to 'Active'.
Make duplicates the Asana template project, names it after the new hire, and sets all due dates relative to the start date.
Make sends a Gmail summary to the hiring manager, IT contact, and new hire with a link to the Asana project.
Test with a sandbox BambooHR record and verify all Asana tasks appear with correct dates and assignees.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSave HR admin time on every new hire and cut missing-equipment complaints by giving everyone tasks on day one.
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