How to Build an HR Onboarding Workflow With FormAssembly's SharePoint Connector
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How to Build an HR Onboarding Workflow With FormAssembly's SharePoint Connector
59 просмотров · 1 месяц назад
FormAssembly
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59 просмотров · 1 месяц назад
See how to build a complete HR onboarding workflow using FormAssembly's Microsoft SharePoint connector, from form submission through e-signature to automatic document storage.
This step-by-step walkthrough of an HR Onboarding Workflow covers:
Automatically generating a custom employment contract from form data for e-signature
Sending signed documents and uploaded files to SharePoint using the FormAssembly SharePoint connector
Having the connector create per-employee subfolders automatically in SharePoint with formula-based naming, so documents never get lost in one giant folder
Using return variables to reference stored SharePoint file links in later workflow steps (like sending them to Salesforce)
While this example focuses on HR onboarding, the same workflow logic applies anywhere you need to collect a form submission, generate or collect signed documents, and store everything in an organized, referenceable way, like higher education admissions, government grants and permits, healthcare patient intake, and other internal HR or operational requests.
Want to see this in the context of the full session, including live Q&A? Watch the complete on-demand webinar this clip came from: https://www.formassembly.com/webinar/...
#FormAssembly #Microsoft #SharePoint #WorkflowAutomation #HRTech #eSignature