HR & RECRUITING

New Hire Mandatory Training Assignment

When a new employee record is created in Airtable, it assigns the required onboarding training courses with deadlines, emails the welcome checklist.

CategoryHR & Recruiting
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew employee row in AirtableAirtableAirtable
  • LogicMap role to required courses and due dates
  • ActionWrite training assignment rows to AirtableAirtableAirtable
  • ActionEmail onboarding checklist to new hireGmailGmail
  • OutputNotify #people-ops of enrollmentSlack

What it does

This workflow makes sure every new hire is enrolled in their mandatory courses on day one. The moment a new employee row appears, it generates their required-training assignments with due dates, emails them the checklist, and lets people-ops know enrollment is set.

When to use it

Use it when onboarding includes a fixed set of compliance courses — code of conduct, data privacy, workplace safety — and you want enrollment to be automatic and dated from the start date rather than chased down later.

How it works

  1. 1A new row created in the Airtable "Employees" table triggers the run.
  2. 2A logic step maps the hire's department and role to the correct list of mandatory courses and computes a due date offset from their start date.
  3. 3The workflow writes one assignment row per course into the Airtable "Training Assignments" table.
  4. 4Gmail emails the new hire a checklist of their assigned courses and deadlines.
  5. 5A message is posted to the #people-ops Slack channel confirming the hire is enrolled and listing the courses.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect AirtableBases, tables, views, automations.
  2. 2
    Connect GmailRead, draft, send, label.
  3. 3
    Connect SlackChannels, DMs, threads, mentions.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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