LawPeople & HR

Gusto New-Hire Fan-Out

Built for Law Firm People Teams.

When a hire is added in Gusto, provision the standard accounts, file the offer letter, and update the onboarding tracker, reducing manual onboarding for law firm people teams.

Why this matters

The manual work this replaces

People teams add each new hire to Gusto and then have to manually provision Microsoft 365 accounts, file the signed offer, and update every onboarding tracker by hand.

What Caddi does

How the automation runs

  1. Gusto
  2. Microsoft 365
  3. OneDrive

This process fans a Gusto new-hire out to onboarding. It receives the new-hire event from Gusto, creates the Microsoft 365 account with the firm's standard group memberships, files the signed offer letter to OneDrive under the personnel folder, updates the onboarding tracker spreadsheet, and emails the people team a checklist of remaining manual steps.

Value created

What changes after Caddi

Fans every Gusto hire out to the standard onboarding steps automatically, so day-one access and paperwork are ready before the new hire arrives.

Want Gusto New-Hire Fan-Out automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.