Introduction

Zluri Zero Touch Onboarding offers a streamlined process that automates employee onboarding, eliminating the need for manual intervention. By leveraging integrations with popular HR platforms like BambooHR, HiBob, PersonioHR, and Freshteam, organizations can ensure a seamless onboarding experience.

Key Features

Integration with Third-Party HR Platforms

Zluri integrates effortlessly with leading HR platforms, enabling the retrieval of essential employee information, such as hire dates, employee details, and other relevant data, directly from these systems.

Automated Onboarding Rules

The Zero Touch Onboarding process operates on a set of automated rules and triggers configured within the Zluri platform. These rules activate based on specific events, such as updates to an employee's hire date, prompting Zluri to initiate predefined onboarding actions.

Customizable Actions

Organizations can tailor the onboarding actions to meet their unique needs. This may include sending welcome emails, assigning tasks to team members, and provisioning access to necessary tools and resources.

Efficient Data Retrieval

Zluri ensures efficient data retrieval from HR platforms, periodically updating employee information to keep the onboarding workflow current and accurate.

User-Friendly Interface

The platform features an intuitive interface that allows administrators to configure onboarding rules, monitor progress, and generate insightful reports about the onboarding process.

Benefits

• Time and Cost Savings: Automating repetitive tasks reduces the time and costs associated with onboarding.

• Improved Onboarding Experience: The automation provides a consistent and seamless experience for new hires.

• Enhanced Compliance and Security: Helps maintain compliance with regulatory requirements and internal policies.

• Scalability and Flexibility: Adaptable to organizations of all sizes and industries.

How-to

This section outlines the steps to set up and configure Zluri Zero Touch Onboarding for your organization.

Prerequisites

Before beginning the setup, ensure you have:

• Admin access or appropriate permissions in the third-party application (e.g., BambooHR).

• Access to Zluri's automation rules section.

• Knowledge of the 'Hire Date' field in the HR platform.

• The instance name shared with Zluri for data retrieval.

Setup Instructions

1. Access Application Settings
   Log in to your HR application (e.g., BambooHR) as an admin or user with the necessary permissions. Navigate to the settings section to access employee information fields.

2. Locate the ‘Hire Date’ Field
   Identify the field that contains employees' hire dates, which is crucial for onboarding.

3. Share Details with Zluri
   Provide Zluri with the instance name and hire date details to ensure accurate data retrieval. Zluri will handle the internal configuration for Zero Touch Onboarding.

4. Access Zluri's Automation Rules
   Log in to Zluri and go to the Automation Rules section to set up rules and triggers based on various events.

5. Create a New Automation Rule
   In the onboarding automation rules section, create a new rule specifically for onboarding.

6. Choose the Trigger
   Select "User is Marked for Onboarding" as the trigger to execute the rule whenever an employee's hire date is updated.

7. Choose the Condition
   Set the condition to "User Account Type equals Employee." This condition is mandatory.

8. Configure Actions
   Define the actions to be taken when the hire date is updated. This may include sending welcome emails, assigning tasks, or initiating an onboarding playbook.

9. Deploy the Automation Rule
   Save and activate the automation rule for the live environment. Zluri will now utilize the hire date from the HR application as a marker for onboarding.

Additional Notes

• Ensure that the hire date in the HR application is set at least two days in the future for Zluri to fetch information, which occurs every 24-48 hours.

• All users' hire dates will be retrieved from the application, defaulting to the timezone of 00:00:00 GMT+0000 (UTC).

• The process will execute only for the instance shared with Zluri. If multiple HRMS instances are integrated, configurations must be done at the instance level.