AI Onboarding Workflow Automation Agent
Automating Employee Onboarding with AI
Zero-Day Provisioning That Actually Delivers
The agent orchestrates identity creation, birthright access, and device enrollment before Day 1—so new hires sign in to fully configured accounts, apps, and hardware from their first moment.
Human-in-the-Loop Where It Matters
Automated workflows route sensitive access requests, SoD exceptions, and background check gates to the right approvers with full context—no bottlenecks, no lost evidence, no email chains to reconstruct.
Compliance Evidence Built Into Every Step
Every provisioning action, approval decision, and access change is logged with who/what/when/why—ready for SOC 2, ISO 27001, SOX, or HIPAA audits without manual evidence gathering.
How Cassidy automates new hire provisioning using AI
Step 1: Trigger on offer acceptance
The Workflow activates when a new hire record appears in your HRIS (Workday, BambooHR, SuccessFactors)—capturing start date, department, manager, location, job profile, and employment type.
Step 2: Create identity and map attributes
Cassidy transforms HR data into identity attributes, builds the user profile in your IDP (Okta, Entra ID), and places the new hire in dynamic groups based on role, department, and location.
Step 3: Provision birthright access
The Workflow pushes account creation to AD, assigns M365 or Google Workspace licenses, and provisions baseline apps (Slack, Zoom, Jira) via SCIM—all before the employee's start date.
Step 4: Route approvals for elevated access
When the role requires non-birthright entitlements, Cassidy routes requests to managers and app owners with Human-in-the-Loop approval, runs SoD checks, and logs every decision with timestamps.
Step 5: Coordinate device and credential readiness
Cassidy triggers MDM enrollment (Intune, Jamf) so the new hire's laptop is pre-configured, and sends welcome communications with MFA setup links, VPN instructions, and first-day checklists.
Step 6: Verify provisioning and capture evidence
The Workflow confirms all accounts are active, reconciles access against the birthright catalog, and compiles provisioning logs, approval artifacts, and attestation records into audit-ready evidence packages.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
