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Setting up a new starter

What it looks like now

Nine steps across email, phone and payroll. One gets missed and nobody knows for weeks.

What changes

One form. Every step runs in order, then checks it actually worked. If a step fails, it shows up the same day.

Built and run for a real business in my previous role: about three hours of somebody’s time back on every new starter and every leaver. See it working

Three ways to fix it

Start small and stop there, or go further. Each one works on its own.

In the real build, one approved form sets up their work account and a software licence. It also adds their groups, shared folders and phone extension, and logins for the customer and accounting systems.

Suits you bestQuick fix: automate it

A checklist that runs itself

Good when: You take on a few people a year.

Fill in one form and the accounts, emails and reminders happen in order, with a tick list of what is done. A person approves the form before anything runs.

Usually takes1 to 2 weeks

Suits you bestUse what you have: connect it

Driven from your payroll or HR system

Good when: You already enter new people into payroll first.

When someone is added to payroll or HR, their email, phone and system access are set up from that record.

Usually takes2 to 3 weeks

Suits you bestDo it properly: build it

A starter and leaver app

Good when: People join often, or across several sites.

One screen for every person joining or leaving: what is set up, what is waiting, and a check afterwards that it worked. A step that fails stays marked as failed, never counted as done.

Usually takes4 to 8 weeks

Timeframes are a rough guide. You get one fixed quote before any work starts. What changes the price?

See it working: Staff onboarding and account removal

The new starter workflow from the case study, with names blurred

The real workflow, with names blurred. Watch each step light up in order. Open the case study

For the chat, bring the checklist you use now, even if it is on paper or only in someone’s head.

Your first half hour is free. I reply within 1 business day (Monday to Friday).