How to automate employee onboarding

Challenge

Managing a workforce of 130 employees across two locations presents significant operational challenges. While the business had established systems with Deputy for timesheets and rostering, with payroll completed in either Xero or MYOB, the onboarding process had become a critical bottleneck.

The seasonal nature of the business demands rapid hiring, with some weeks requiring up to 10 new staff members to be onboarded. The manual onboarding process simply couldn’t keep pace with this volume, directly impacting operations. More critically, essential compliance documents weren’t being consistently collected, including right to work verification, exposing the business to unnecessary regulatory risk.

While Deputy offers an integrated onboarding solution, the per-employee pricing model was viewed as unviable. The business needed an automated system that can handle rapid onboarding at scale without breaking the bank.

Solution

By leveraging a variety of tools, a comprehensive onboarding workflow was developed that manages the entire lifecycle of a new hire. The system seamlessly handles everything from the initial collection of employee data and right-to-work verification to automatically syncing that information with both Deputy and the site’s accounting package. This strategic choice of platforms kept implementation and running costs to a minimum while virtually removing the manual administrative burden. Most importantly, it ensured that the business’s record-keeping is now fully compliant with all legislative requirements.

Platforms Required

Make

Make acts as the integration layer that links all components of the solution together. The Core plan costs $10.59 USD per month and provides enough credits to support this automation, with capacity to spare for many additional workflows.

Jotform

Jotform manages the initial data entry for new employees and manager validation at the start of the process. Its free tier offers generous limits and should be sufficient for most needs.

FillFaster

FillFaster is an affordable digital signature platform at $11.99 USD per month or $120.00 per year. While less polished than some competitors, it offers solid functionality including external platform integrations even on its basic plan—making it a perfect option for this automation.

vSure

vSure provides automated visa checks for Australian and New Zealand businesses at $2.00 AUD per successful check ($1.50 off-peak), with a $30.00 monthly minimum. With the volume of checks required, vSure’s automation delivered significant time savings over manual verification.

Automa

Automa is a tool that handles interactions with web platforms directly through your browser. The free tier offers robust functionality that, when used creatively, can power this automation alongside other workflows—delivering practical automation without ongoing costs.

Google Sheets / Microsoft Excel 365

To process responses from onboarded staff, the automation utilizes an online spreadsheet which also serves as an archive for past submissions. For this solution I used Google Sheets.

For the MYOB platform:

MYOB Connector for Make

MYOB Connector for Make ($10.00 AUD per month) bridges MYOB into Make’s 3,000+ integrations, unlocking automation long available to Xero and QuickBooks Online users. This connector supports invoicing, bill entry, journal transactions, and multiple other accounting functions.

For the Xero platform:

Xonboard

Xonboard is a free employee onboarding platform for Xero users that automates compliance requirements including tax file declarations, superannuation choice forms, and payroll details. Employees complete a mobile-friendly, self-guided process that flows data directly into Xero.

Regarding currency

Although I am based in Australia, most of these platforms list their pricing in US dollars. For consistency, where possible costs have been presented in USD, with AUD amounts included when available.

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