LawPeople & HR

New Hire Tracker Cleanup

Built for Law Firm People Teams.

Manage new hire onboarding follow-ups in an Excel tracker by categorizing employees, updating tracking fields, and removing duplicate entries, reducing manual spreadsheet review for HR teams.

Why this matters

The manual work this replaces

Onboarding follow-up status must be manually reviewed, categorized, and cleaned for duplicates.

What Caddi does

How the automation runs

  1. OneDrive
  2. Microsoft Excel

This process manages new hire onboarding follow-up from an onboarding report stored in OneDrive. It reads the Excel report, classifies each employee by department, applies exclusion rules, detects duplicates, writes updates back to the sheet, and sends welcome and follow-up communications. The workflow then re-reads the report, identifies duplicate Employee ID rows, and deletes the duplicate rows in sequence to keep the onboarding tracker clean and current.

Value created

What changes after Caddi

New hire follow-up tracking becomes more consistent and easier to action.

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See it on your stack

Want New Hire Tracker Cleanup automated at your firm?

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