HR & RECRUITING
Track new-hire equipment delivery and nudge before start date
Watches equipment order records for shipment status, and if hardware has not been marked delivered two days before the start date.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily review of open orders
- ActionPull latest delivery statusmonday.com
- LogicFlag orders at risk vs start date
- ActionEscalate at-risk orders to ITMicrosoft Teams
- OutputUpdate record with statusmonday.com
What it does
This workflow monitors open equipment orders against each hire's start date. As shipments update, it keeps the onboarding record current; if an order is still undelivered two days before day one, it raises an escalation so IT can expedite or arrange a loaner.
When to use it
Use it when laptops occasionally arrive late and the first warning is the new hire sitting at an empty desk. It turns a silent risk into a tracked status with a hard deadline check.
How it works
- 1**Trigger** — A daily schedule reviews all equipment orders with a status of Ordered or In Transit.
- 2**Action** — Pull the latest delivery status for each order from the procurement board record.
- 3**Logic** — Compare delivery status against start date; flag any order not Delivered within two days of the start.
- 4**Action** — Post an escalation in the IT Teams channel listing the at-risk hire, order, and days remaining.
- 5**Output** — Update the onboarding record with delivery status and an At Risk flag where applicable.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect Microsoft TeamsChannels, chats, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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