HR & RECRUITING

Onboarding Check-In Completion Tracker

Runs daily to find onboarding check-ins that are overdue or unconfirmed, then nudges the responsible manager in Slack and escalates stalled milestones to HR.

CategoryHR & Recruiting
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerDaily schedule fires the audit
  • ActionRead active onboarding milestones from Mondaymonday.com
  • LogicClassify on-track, due-soon, overdue
  • ActionNudge responsible manager in SlackSlack
  • OutputEscalate stalled milestones to HR channelSlack

What it does

Keeps the 30-60-90 program honest by auditing milestone status every day. It scans the onboarding tracker for check-ins whose due date has passed without a completion mark, reminds the owning manager, and escalates anything still untouched after a grace window.

When to use it

Use it once you have onboarding plans live and need accountability without an HR person manually chasing managers. It ensures no new hire's 60-day review quietly slips, which is where ramp problems usually hide.

How it works

  1. 1A daily schedule trigger starts the audit each morning.
  2. 2The workflow reads all active onboarding milestones from the Monday tracker.
  3. 3A logic step splits records into on-track, due-soon, and overdue based on the milestone date and completion field.
  4. 4For due-soon and overdue items, a reminder is sent to the responsible manager in Slack with the milestone and hire name.
  5. 5Milestones overdue beyond the grace window are escalated, posting a summary to the HR channel for follow-up.

Set it up

What you configure once, before turning it on.

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

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