Smarter Week

How to automate it

How to automate “set up desks, badges and welcome kits for new starters”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a week
45%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Automation

Have a new hire in the HR system create your office checklist

When HR adds a new starter, a task list for desk, badge, equipment and welcome kit is created for you with the start date already in it.

Typically saves about 40% of the time1 h to set up
  1. 1Write your new-starter checklist with lead times (badge 5 days, desk 3 days).
  2. 2Ask HR whether their system can assign tasks to you (BambooHR, Rippling, HiBob, Workday all can).
  3. 3If not, build a Zapier, Make or Power Automate flow from the HR system or new-hire form to Planner, Asana or Trello.
  4. 4Keep a stock of welcome kits ready.

Tools: BambooHR, Rippling, HiBob or Workday onboarding · Zapier, Make or Power Automate · Planner, Asana or Trello

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Office manager

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Office managers