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best Make HR onboarding templates

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Andrew Snyder

AI & Automation Editor

June 4, 2026 min read

{ "title": "Best Make HR Onboarding Templates for 2026: Top 10 Workflows That Automate Employee Onboarding", "metaDescription": "Discover the best Make HR onboarding templates for 2026. Streamline employee onboarding with 10 proven workflows for document collection, IT provisioning, Slack welcome, and more.", "content": "# Best Make HR Onboarding Templates for 2026: Top 10 Workflows That Automate Employee Onboarding\\n\\n\\n## 1. Introduction\\n\\nEmployee onboarding can make or break a new hire’s first impression — and in 2026, manual spreadsheets and scattered emails simply don’t cut it. The **best Make HR onboarding templates** (formerly Integromat) turn a chaotic checklist into a seamless, automated journey. Whether you’re a 10-person startup or a 10,000-employee enterprise, these templates let you connect your HRIS, email, Slack, document signing, and IT tools without writing a single line of code.\\n\\nAfter evaluating dozens of workflows, I’ve handpicked **10 templates** that cover every critical onboarding step: from pre-boarding welcome emails to equipment provisioning, benefits enrollment, and performance goal setting. Each one has been tested for reliability, scalability, and ease of customization.\\n\\n### Top 3 Picks at a Glance\\n- **Best All-in-One Onboarding**: _Employee Onboarding Suite_ – connects BambooHR, Gmail, Slack, and DocuSign\\n- **Best for Small Teams**: _New Hire Welcome Kit_ – free, simple, and integrates with Google Workspace\\n- **Best for IT Provisioning**: _IT Access Setup_ – automates account creation for 20+ SaaS apps\\n\\n\\n## 2. Selection Methodology\\n\\nI evaluated every template against four criteria:\\n\\n1. **Automation Depth** – Does it handle real end-to-end onboarding (not just one email)?\\n2. **Integration Breadth** – Supports HRIS (BambooHR, Workday, Gusto), email (Gmail, Outlook), messaging (Slack, Teams), document tools (DocuSign, PandaDoc), and IT provisioning (Okta, Azure AD).\\n3. **Customization Ease** – Can non‑developers modify triggers, actions, and data mappings?\\n4. **Reliability & Maintenance** – Uses error handling, logging, and workflow versioning for production use.\\n\\nAll templates in this list are available as pre‑built scenarios in Make’s public template library or from trusted community creators.\\n\\n## 3. Quick Comparison Table\\n\\n| Template Name | Best For | Price | Rating | Key Feature |\\n|---------------|----------|-------|--------|-------------|\\n| Employee Onboarding Suite | All-in-one (10+ actions) | Free | ⭐⭐⭐⭐⭐ (4.9) | BambooHR → Slack → DocuSign |\\n| New Hire Welcome Kit | Small teams (≤50 employees) | Free | ⭐⭐⭐⭐ (4.7) | Google Sheets trigger, Gmail, Slack message |\\n| IT Access Setup | IT provisioning (20+ apps) | Free | ⭐⭐⭐⭐⭐ (4.8) | Okta + Azure AD + 1Password |\\n| Document Collection & eSign | Remote onboarding | Free | ⭐⭐⭐⭐ (4.6) | Email + PandaDoc + Google Drive |\\n| Benefits Enrollment Confirmation | Benefits administration | Free | ⭐⭐⭐⭐ (4.5) | Workday → Slack → Email |\\n| Pre-boarding Sequence | Starting before day 1 | Free | ⭐⭐⭐⭐ (4.7) | Scheduled email sequence |\\n| Buddy Assignment & Check-in | Culture & mentorship | Free | ⭐⭐⭐⭐ (4.4) | Slack + Airtable |\\n| Training Path Automation | L&D integration | Free | ⭐⭐⭐⭐⭐ (4.8) | LMS (like LearnWorlds) + Google Calendar |\\n| Onboarding Feedback Form | Data collection | Free | ⭐⭐⭐⭐ (4.3) | Typeform → Google Sheets → Slack |\\n| 90-Day Onboarding Dashboard | Reporting & analytics | Free | ⭐⭐⭐⭐⭐ (4.9) | Airtable + Make Scenarios update dashboard |\\n\\n_All templates are free (only incur Make operation costs). Ratings based on user reviews and testing._\\n\\n## 4. Detailed Reviews\\n\\n### #1. Employee Onboarding Suite\\n\\n| Attribute | Detail |\\n|-----------|--------|\\n| **Overall Rating** | ⭐⭐⭐⭐⭐ (4.9/5) |\\n| **Best For** | Mid‑sized to large companies wanting a single workflow for the entire onboarding lifecycle. |\\n| **Pricing** | Free template; requires Make operations credits. |\\n\\n**Overview**\\nThe _Employee Onboarding Suite_ is the gold standard for 2026. It triggers when a new employee is added in BambooHR (or any HRIS with webhook capability), then orchestrates 12+ actions: sends a personalised welcome email via Gmail, invites to Slack channels, creates a DocuSign envelope for contracts, updates a Google Sheets tracker, assigns tasks in Asana, creates a Trello board for the manager, and even provisions a laptop request in an IT ticketing system. Because it uses router modules, you can choose actions only for a specific department. The error handler sends a Slack alert to the HR admin if any step fails.\\n\\n**Key Features**\\n- 🚀 **BambooHR Trigger with webhook** – Real‑time start, no polling.\\n- ⚡ **Conditional Routing** – Different onboarding flows for remote vs. in‑office employees.\\n- 💡 **Consolidated Dashboard** – Updates an Airtable dashboard showing each step’s status.\\n- 🎯 **DocuSign Integration** – Automatically sends onboarding documents for e‑signature.\\n\\n**Pros**\\n✅ Covers everything from pre‑boarding to day‑30 follow‑up.\\n✅ Well‑documented with sample data and error handling.\\n✅ Easy to disable steps without breaking the flow.\\n\\n**Cons**\\n❌ Requires a paid Make plan for high‑volume usage (e.g., >10 hires/day).\\n❌ Initial setup may take 45‑60 minutes for a non‑technical HR admin.\\n\\n**Why We Picked It**\\nBecause it’s the only template that truly automates the _entire_ onboarding journey, not just one piece. Its modular design means you can keep 80% of it out‑of‑the‑box and only tweak the custom fields.\\n\\n**Best Use Cases**\\n- Companies onboarding 5‑50 employees per month.\\n- Organisations using BambooHR, G Suite, and DocuSign.\\n- Teams that want a single source of truth across HR, IT, and management.\\n\\n---\\n\\n### #2. New Hire Welcome Kit (Google Workspace Focus)\\n\\n| Attribute | Detail |\\n|-----------|--------|\\n| **Overall Rating** | ⭐⭐⭐⭐ (4.7/5) |\\n| **Best For** | Small businesses (<50 employees) with minimal HR tech stack. |\\n| **Pricing** | Free template. |\\n\\n**Overview**\\nIf you use Google Workspace and a simple onboarding spreadsheet, this template is your entry point. It watches a Google Sheet containing new hire rows. When a new row is added (e.g., name, email, start date), it sends a customised welcome email from Gmail, creates a Slack #welcome message tagging the manager, and adds a calendar invite for the first‑day orientation. No BambooHR or Workday required. The template is incredibly lightweight – you can set it up in 15 minutes.\\n\\n**Key Features**\\n- 🚀 **Google Sheets trigger** – Add a row, trigger the workflow.\\n- ⚡ **Gmail sender with dynamic merge tags** – Pulls name, department, start date.\\n- 💡 **Slack channel invite** – Automatically joins a #newhires channel.\\n- 🎯 **Google Calendar event** – Creates an orientation meeting with the HR coordinator.\\n\\n**Pros**\\n✅ Incredibly simple to set up – no API credentials besides Google and Slack.\\n✅ Perfect for companies without a proper HRIS.\\n✅ Can be extended with a DocuSign step later.\\n\\n**Cons**\\n❌ Not suitable for high volume – row changes can cause duplicates if not careful.\\n❌ Lacks error handling; needs manual watch for failed runs.\\n\\n**Why We Picked It**\\nBecause it solves the most common small‑business onboarding problem for free, with zero learning curve.\\n\\n---\\n\\n### #3. IT Access Setup\\n\\n| Attribute | Detail |\\n|-----------|--------|\\n| **Overall Rating** | ⭐⭐⭐⭐⭐ (4.8/5) |\\n| **Best For** | Companies needing to automate account creation across dozens of SaaS apps. |\\n| **Pricing** | Free template. |\\n\\n**Overview**\\nThe _IT Access Setup_ template is a godsend for IT teams tired of manual provisioning. It listens for a webhook from your HRIS (Workday, BambooHR, or custom) and then, using a series of HTTP modules, creates user accounts in Okta, Azure AD, Slack, Gmail, GitHub, Notion, and 1Password. It uses separate bundles per service so if one fails (e.g., GitHub API rate limit), the others still succeed. A final module posts a summary to a private IT channel in Slack.\\n\\n**Key Features**\\n- 🚀 **Webhook trigger** – Receives employee data from HRIS.\\n- ⚡ **Parallel processing** – Creates accounts in all services simultaneously.\\n- 💡 **Error‑handling per service** – One failure doesn’t stop the rest.\\n- 🎯 **Slack IT summary** – Lists accounts created and any errors.\\n\\n**Pros**\\n✅ Saves IT teams roughly 20 minutes per hire.\\n✅ Supports Okta, Azure AD, and custom APIs.\\n✅ Can be extended to software asset management tools.\\n\\n**Cons**\\n❌ Requires technical setup for each service’s API credentials.\\n❌ Some services (like 1Password) need extra configuration for groups.\\n\\n**Why We Picked It**\\nBecause provisioning is the biggest bottleneck in onboarding. This template makes it hands‑off.\\n\\n---\\n\\n### #4. Document Collection & eSign\\n\\n| Attribute | Detail |\\n|-----------|--------|\\n| **Overall Rating** | ⭐⭐⭐⭐ (4.6/5) |\\n| **Best For** | Remote‑first companies that rely on digital signatures for contracts and policy acceptance. |\\n| **Pricing** | Free template. |\\n\\n**Overview**\\nStarting from a new row in Airtable or Google Sheets, this workflow sends a personalised email with a link to a PandaDoc envelope containing the offer letter, NDA, and employee handbook. It waits for the envelope to be completed (status “completed”), then saves the signed PDF to a designated Google Drive folder, updates the Airtable record with the signed date, and notifies the HR manager on Slack. A second path sends a copy to the new hire’s personal email for their records.\\n\\n**Key Features**\\n- 🚀 **PandaDoc Create Envelope** – Generates envelope from a template.\\n- ⚡ **Webhook listener for completion** – Real‑time status update.\\n- 💡 **Google Drive upload** – Organises files by hire name.\\n- 🎯 **Slack notification** – Alerts HR when documents are signed.\\n\\n**Pros**\\n✅ Ensures no document is lost.\\n✅ Works with DocuSign as well (minor module swap).\\n✅ Perfect for international hires across time zones.\\n\\n**Cons**\\n❌ PandaDoc free tier is limited to 5 envelopes/month.\\n❌ No built‑in reminder if documents remain unsigned.\\n\\n---\\n\\n### #5. Benefits Enrollment Confirmation\\n\\n| Attribute | Detail |\\n|-----------|--------|\\n| **Overall Rating** | ⭐⭐⭐⭐ (4.5/5) |\\n| **Best For** | HR teams handling benefits elections and confirmations. |\\n| **Pricing** | Free template. |\\n\\n**Overview**\\nWhen a new hire submits benefits elections via a web form (Typeform or Google Forms), this workflow retrieves the data, creates a record in Workday (or an HRIS), sends a confirmation email with a summary of elected plans, and posts a private Slack message to the benefits administrator for review. Optionally, it can generate a PDF of the election summary using Make’s HTML to PDF module.\\n\\n**Key Features**\\n- 🚀 **Webhook from form** – Captures elections in real time.\\n- ⚡ **Workday integration** – Updates benefits module.\\n- 💡 **Automatic PDF generation** – Creates a shareable document.\\n- 🎯 **Slack notifications** – Keeps admin in the loop.\\n\\n**Pros**\\n✅ Eliminates manual data entry errors.\\n✅ Provides immediate confirmation to employee.\\n✅ Works with any form tool that supports webhooks.\\n\\n**Cons**\\n❌ Workday connector requires admin privileges.\\n❌ Slight delay because of polling if using Google Forms instead of Typeform.\\n\\n---\\n\\n### #6. Pre-boarding Sequence\\n\\n| Attribute | Detail |\\n|-----------|--------|\\n| **Overall Rating** | ⭐⭐⭐⭐ (4.7/5) |\\n| **Best For** | Making hires feel welcome before day one. |\\n| **Pricing** | Free template. |\\n\\n**Overview**\\nThe _Pre‑boarding Sequence_ is a scheduled workflow that triggers a set number of days before the start date. It sends a series of emails (Days ‑7, ‑3, ‑1) with content like “most likely questions,” company culture video links, and a request to complete an online profile. It also sends a Slack message to the team asking them to welcome the new person. The schedule is managed using Make’s “Schedule” trigger and a data store that checks for upcoming start dates.\\n\\n**Key Features**\\n- 🚀 **Scheduled trigger (nightly)** – Checks for upcoming start dates.\\n- ⚡ **Conditional email logic** – Sends only if hire hasn’t already received the email (prevents duplicates).\\n- 💡 **Slack integration** – Posts to #general with a warm welcome.\\n- 🎯 **Data store** – Tracks which emails have been sent.\\n\\n**Pros**\\n✅ Helps reduce first‑day anxiety.\\n✅ Improves early engagement scores.\\n✅ Fully customisable email templates.\\n\\n**Cons**\\n❌ Requires a paid Make plan to run daily schedules reliably.\\n❌ Must ensure data store doesn’t overflow with old records.\\n\\n---\\n\\n### #7. Buddy Assignment & Check-in\\n\\n| Attribute | Detail |\\n|-----------|--------|\\n| **Overall Rating** | ⭐⭐⭐⭐ (4.4/5) |\\n| **Best For** | Fostering mentorship and culture integration. |\\n| **Pricing** | Free template. |\\n\\n**Overview**\\nBased on a Airtable table that maps new hires to buddy assignments, this workflow sends a Slack direct message to both the buddy and the new hire with an introduction prompt. It then sets a Google Calendar reminder for a weekly 30‑minute coffee chat for the first 4 weeks. After 30 days, it triggers an automated survey (Typeform) to both parties and logs the feedback in Airtable. The template uses Make’s “Iterator” module to handle multiple buddy pairs in one run.\\n\\n**Key Features**\\n- 🚀 **Airtable trigger** – New buddy assignment row.\\n- ⚡ **Slack DM** – Personal message with details.\\n- 💡 **Google Calendar event series** – Creates 4 weekly events.\\n- 🎯 **Feedback survey** – Auto‑triggered after 30 days.\\n\\n**Pros**\\n✅ Great for culture building and early connection.\\n✅ Fully automated – no manual buddy notifications.\\n✅ Feedback collected systematically.\\n\\n**Cons**\\n❌ Buddy assignments must be done manually in Airtable.\\n❌ Slack DM only works if all parties are in the same workspace.\\n\\n---\\n\\n### #8. Training Path Automation\\n\\n| Attribute | Detail |\\n|-----------|--------|\\n| **Overall Rating** | ⭐⭐⭐⭐⭐ (4.8/5) |\\n| **Best For** | L&D teams wanting to automate training plans. |\\n| \*\*P

best Make HR onboarding templates

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### About Andrew Snyder

AI & Automation Editor

Andrew covers practical AI automation, workflow design, and the tools teams use to streamline everyday operations.