HR & RECRUITING
New-Hire Required Certification Provisioning
When a new hire is added, it looks up the certifications their role requires, creates pending entries in the register with onboarding deadlines.
How it runs
The automated pipeline, trigger to output.
- TriggerNew-hire record created in HR tableAirtable
- LogicMap role to required certs + compute deadlines
- ActionSeed pending certification rows in AirtableAirtable
- ActionCreate enrollment task per credential in ClickUpClickUp
- OutputEmail hire a summary of required certs and deadlinesGmail
What it does
Turns a new hire's role into a concrete compliance onboarding plan. The moment someone is added to the HR system, this workflow determines which certifications their position mandates, seeds placeholder records in the register with deadline dates, and creates tracked tasks so the person and their manager know exactly what must be completed and by when.
When to use it
Use this to guarantee no new employee starts working without their required credentials queued up. It is especially valuable in regulated roles where day-one or 30-day certification requirements exist and a missed enrollment creates audit exposure.
How it works
- 1A new-hire record creation in the HR table triggers the workflow.
- 2A logic step maps the hire's role to the list of mandatory certifications and computes each onboarding deadline relative to start date.
- 3For each required credential it creates a pending row in the Airtable certification register marked not-yet-completed.
- 4It creates an enrollment task per credential in ClickUp assigned to the new hire with the deadline.
- 5A welcome email via Gmail summarizes every certification the hire must obtain and the corresponding deadlines.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect ClickUpDocs + tasks + chats in one workspace.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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