HR & RECRUITING

Build New-Hire Equipment & Access Checklist on Offer Acceptance

When a candidate accepts an offer in your ATS, this creates a fully populated provisioning checklist in Asana with tasks for laptop, accounts, and access.

CategoryHR & Recruiting
Enginesim
Difficultyintermediate
Triggerwebhook
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerOffer accepted webhook from ATSHTTP webhook
  • LogicSelect equipment bundle and access list by role and location
  • ActionClone Asana onboarding project template for the hireAsanaAsana
  • ActionCreate owner-assigned Asana tasks with start-date-relative due datesAsanaAsana
  • OutputPost provisioning project link to the recruiter in SlackSlack

What it does

Turns an accepted offer into a ready-to-run provisioning checklist. It reads the new hire's role, location, and start date, then generates an Asana project from a template with one task per provisioning item (laptop spec, SaaS seats, building badge, payroll setup), each assigned to the owning team with a deadline back-calculated from day one.

When to use it

Use it when offers are signed in an ATS or HRIS and you want IT, Facilities, and HR Ops to see their slice of the work the moment a hire is confirmed — without anyone manually copying a spreadsheet row into a task tracker.

How it works

  1. 1A webhook fires when the ATS marks an offer as accepted, carrying name, role, start date, and location.
  2. 2A logic step picks the equipment bundle and access list that match the role and whether the hire is remote or on-site.
  3. 3Asana clones the onboarding project template and renames it for the hire.
  4. 4Each checklist item becomes an Asana task assigned to its owner (IT, Facilities, Payroll) with a due date offset from the start date.
  5. 5The finished project link is posted back so the recruiter sees provisioning has kicked off.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect HTTP webhookTrigger any URL on agent actions.
  2. 2
    Connect AsanaTasks, projects, milestones — everywhere.
  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.

Run this workflow in your colony.

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