Automated Onboarding & New Hire Packet Generation
Course Details
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The "First Day" experience defines employee retention, but manually customizing offer letters and welcome packets is error-prone. This session automates the paperwork. You will build a system that takes a new hire's details and instantly generates a personalized Offer Letter, Onboarding Checklist, and Welcome Guide customized for their specific department and role.
- Perfect Personalization: Automatically swap names, dates, salaries, and managers in every document without typos.
- Role-Specific Packets: Logic that sends the "Engineering Handbook" to developers and the "Sales Playbook" to Account Executives automatically.
- Instant Delivery: Generate and email the full PDF packet seconds after the decision is made.
- Standardization: Ensure every new hire signs the exact same legal compliance docs.
- Task Triggering: Automatically notify IT to set up a laptop and Payroll to set up accounts.
Module 1: The Strategy of Document Automation (~20 min)
- Dynamic Fields: How to create "Tags" (e.g., {{Name}}, {{Start_Date}}) inside a Word or Google Doc template.
- Conditional Content: Logic for including a "Commission Agreement" only if the role is in Sales.
- Security: Handling sensitive data (Salary/SSN) safely within automation.
Module 2: Instructor-Led Demonstration [Watch Phase] (~50 min)
In this module, the trainer builds the full workflow live, explaining the "Why" behind every click.
- The Trigger: A "New Hire" form submission or ATS status change.
- The Generator: Filling a Google Doc template with the new hire's data.
- The PDF Converter: Turning the editable doc into a signed-ready PDF.
- The Bundle: Creating a "Welcome Email" with the PDF attached and a link to the employee portal.
Module 3: The Hands-On Guided Build [Build Phase] (~60 min)
Now it is your turn. We stop the theory and start the practice.
- Creating the Template: You will set up a Google Doc with dynamic variable tags.
- Mapping the Data: You will connect your form fields to the document tags.
- Building the Logic: You will add a Router to select the right "Department Guide".
- Live Test: You will "hire" a test candidate and check your email for their personalized offer packet.
Module 4: Troubleshooting & Optimization [Review Phase] (~30 min)
- Formatting Breaks: Preventing long names from breaking your document layout.
- Date Formats: Ensuring "01/02/2024" reads as "January 2nd" (professional formatting).
- Multi-Doc Merging: How to combine the Offer Letter and the Handbook into one PDF file.
Module 5: Wrap-Up & Next Steps (~20 min)
- Recap of document variables.
- Final Q&A.
Who should attend ?
- HR Managers
- People Ops Specialists
- Office Managers
- Founders
- Executive Assistants
Post training resource
- Perpetual access to class recording
- Training slide deck (PDF)
- Certificate of Completion
- LinkedIn Achievement Badge
- Onboarding Workflow Blueprint
- Offer Letter Template (with dynamic tags)
- Welcome Email Script
- Variable Mapping Guide
Participant Requirement
To ensure you can follow the live build step-by-step and leave with a functional automation, please ensure you have the following ready before the session begins:
- Laptop or Desktop Mandatory: Building workflows is not possible on mobile devices.
- Automation Tool: Access to an automation platform (make.com, n8n, zapier; free tier works).
- AI Access: Access to any AI model account (ChatGPT, Claude, or Gemini; free tier works).
- Browser: Updated Chrome, Safari, or Edge browser.
- Zoom Client: Installed and tested.
- Optional: Google Docs and Gmail.
The UpskAill Training Standard
Our sessions use a No-Code, principles-first applied automation approach:
- The "Watch | Build | Review" Methodology: We don't just lecture. You watch the logic, build it yourself, and review it with experts.
- No-Code First: We focus exclusively on visual, drag-and-drop platforms. You will build sophisticated tools without writing a single line of code (Python/JS).
- Principles Over Tools: We teach automation logic (Triggers, Routers, Iterators) that works on any platform, not just the one used in the demo.
- Human-in-the-Loop: We reject "set it and forget it." All our workflows include safety checkpoints where humans verify AI output.
- Deployment Focused: You leave with a working system, not just theory.
At UpskAill, we believe the best teachers are active builders. This session will be led by a Senior Instructor from our certified expert pool—a practicing automation consultant who designs and deploys workflows for businesses daily.
Unlike traditional academic trainers, every UpskAill instructor is rigorously vetted for both technical mastery and operational experience. They are specialists in the specific module being taught, ensuring they can answer real-world implementation questions, not just recite theory. All our Senior Instructors are certified in the UpskAill 'Watch | Build | Review' methodology and hold advanced proficiency in:
- Generative AI: ChatGPT (OpenAI), Claude (Anthropic), Gemini (Google).
- Automation Orchestration: Make.com, Zapier, n8n.
- Business Systems: CRM integrations, API webhooks, and data security protocols.
Instructor Assignment: To ensure the highest relevance for each workshop, we assign specific instructors based on the industry mix of the registered cohort. You will receive your lead trainer’s full profile and direct credentials in your pre-flight welcome packet.
At UpskAill, we respect your schedule. We know that when you book a training session, you block out valuable professional time for it. That is why we operate with a 'Zero Cancellations' policy regarding instructor availability.
This profile represents our guaranteed backup protocol. For every scheduled live session, a fully qualified Senior Instructor is placed on 'Hot Standby', briefed on the specific cohort and ready to step in at a moment's notice.
In the rare event that your primary Lead Instructor faces a technical outage or personal emergency, this designated alternate takes over seamlessly. All Reserve Instructors hold the exact same Senior-Level Certifications and industry experience as our Lead Trainers, ensuring that the quality of your learning experience remains consistent, no matter what.
No. Every UpskAill session is a Live, Instructor-Led Workshop. You are not paying for videos you could watch on YouTube; you are paying for an expert to guide you through a build in real-time. We do not believe in passive learning, you will be "hands-on-keyboard" for the majority of the session.
Absolutely not. Our curriculum is "No-Code First." We focus exclusively on visual, drag-and-drop automation platforms. If you can draw a flowchart, you can build these workflows. We teach the underlying logic: Triggers, Routers, and Iterators; so you can apply these skills to any tool in your tech stack.
That is exactly why we cap cohorts at 15 seats. Our small class sizes ensure the instructor can pause to help delegates who hit a roadblock. We also follow the Watch | Build | Review methodology, meaning we verify your workflow functions before the session ends.
Because every workshop focuses on a different business function, the tech stack varies. Please refer to the detailed "Requirements" section listed on each specific workshop page (and inside the downloadable syllabus) for the exact list. Universal Requirement: You will always need a Laptop or Desktop computer (building workflows is not possible on mobile devices or tablets). Cost Note: We design our curriculum to be accessible. In the vast majority of cases, the Free Tiers of the required tools are sufficient for the live session.
We offer a flexible "48-Hour Cooling Off" period. Within 48 hours of booking: If you change your mind within 2 days of purchasing your seat, we will provide a full, no-questions-asked refund. After 48 hours: To respect our instructors' time, we do not offer cash refunds. However, your investment is safe. You can convert your ticket into a Lifetime Training Credit, allowing you to transfer your seat to a future date or gift it to a colleague at no extra cost.
Life happens. If you miss your scheduled workshop, you do not lose your money. You will automatically be issued a credit to re-book the same course (or a different one of equal value) in a future cohort.
Standard Deadline: Bookings generally close 7 days prior to the session date to finalize logistics. Late Entry: If a cohort is confirmed and has remaining seats, we may keep bookings open until 24 hours before the start time. We recommend booking early to secure your spot.
Yes. To ensure a high-energy, collaborative learning environment, we require a minimum of 6 delegates for a cohort to proceed. We confirm the session status 7 days in advance.
No. We operate a "Zero Cancellations" policy regarding our staff. We maintain Reserve Instructors on hot standby for every session. If a lead instructor falls ill or has an emergency, a fully briefed backup steps in immediately. Note: The only reason we would reschedule a session is if the minimum class size (6) is not met. in that case, your seat is automatically prioritized for the next date.
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