LawPeople & HR

Onboarding Tracker Cleanup

Built for Law Firm People Teams.

Manage onboarding follow-ups from an onboarding report by classifying employees, updating tracker fields, and removing duplicate entries, reducing manual spreadsheet maintenance for HR teams.

Why this matters

The manual work this replaces

Manual employee onboarding check-in and duplicate tracking in multiple places

What Caddi does

How the automation runs

  1. OneDrive

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

Automated follow-up, up to date onboarding records

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See it on your stack

Want Onboarding Tracker Cleanup automated at your firm?

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