AI Onboarding Workflow Agent

How Cassidy automates using AI

Step 1: Trigger on offer acceptance

The Workflow activates automatically when a candidate accepts their offer in your ATS, pulling candidate data and start date details to kick off the onboarding journey.

Step 2: Sync to HRIS and initiate compliance

Cassidy creates or converts the prehire record in your HRIS, then triggers background screening requests and delivers compliance packets—authorization forms, policy acknowledgments, and region-specific disclosures—to the new hire's preboarding portal.

Step 3: Manage I-9 and E-Verify workflows

The Workflow tracks Section 1 completion, monitors document inspection deadlines, opens E-Verify cases when required, and flags Tentative Nonconfirmations for Human-in-the-Loop resolution.

Step 4: Provision identity and access

Once screenings clear, Cassidy triggers your IAM system to create directory accounts, assign role-based entitlements, enroll MFA, and SCIM-provision access to SaaS applications—all based on the hire's department, location, and job code.

Step 5: Orchestrate device and workspace readiness

The Workflow generates ITSM tickets for device procurement, triggers zero-touch enrollment via your UEM platform, and coordinates badge access and workspace setup with Facilities—tracking SLAs and escalating delays automatically.

Step 6: Enable managers and deliver Day 1 content

Cassidy assigns manager checklists, schedules orientation sessions, triggers LMS training enrollments, and surfaces a personalized preboarding hub so new hires arrive informed and ready to contribute.