Automating HR & Employee Onboarding in Slack using Workflows

Manually onboarding new hires can be time-consuming and inconsistent, leading to delays and missed steps. A structured onboarding process is crucial for helping employees settle in, access important resources, and integrate smoothly into the team. Slack Workflows streamline onboarding by automating welcome messages, providing key resources, assigning mentors, and scheduling check-ins—ensuring a seamless experience for every new hire.

Why Automate Employee Onboarding?

Traditional onboarding processes often involve:

  • Manually sending welcome messages and resource links.
  • Assigning mentors or buddies inconsistently.
  • Forgetting to schedule essential check-ins.
  • Increased HR workload and inefficiencies.

With Slack Workflows, HR teams can automate and standardize onboarding, ensuring every new employee gets the best possible start.

Step 1: Open Workflow Builder

  • In Slack, click on your workspace name in the top-left.
  • Navigate to Tools > Workflow Builder.
  • Click Create to start a new workflow.

Step 2: Trigger: Starts when a person joins a channel

joins a channel

Step 3: Send a message to a channel- Send the welcome message when the new hire joins the #new-joinees channel including the links to company handbook, HR Policies etc.

channel message

STEP 4: Send a message to the person- Send the message to the mentor to whom the new joinee is assigned to.

person message

STEP 5: Send a message to a channel- Send the message to the new employee informing him that his mentor will contact him shortly and proceed with the further steps of onboarding.

message to a channel

STEP 6: New Publish the workflow

Final workflow should look like this:

final workflow in Slack

Employee Onboarding

Impacts

  • Smoother onboarding experience with structured steps.
  • Reduced HR workload by automating repetitive tasks.
  • Stronger employee engagement with mentor assignments and scheduled check-ins.

Conclusion

Automating HR & Employee Onboarding in Slack with workflows enhances efficiency, ensures consistency, and creates a welcoming experience for new hires. By implementing this, your HR team can focus on meaningful interactions while new employees get the support they need from day one. Try setting up a Slack Workflow today and streamline your onboarding process!

For additional questions on Experience please reach out to support@astreait.com