Start every new benefits group onboarding on the right foot
When a new employer group is created in Employee Navigator, WebRun opens the group record, checks which setup steps are complete and which are still outstanding, logs a structured onboarding checklist to Google Sheets, and alerts the broker or HR admin team in Slack to action the remaining items.
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How do I automatically create an onboarding checklist when a new group is added to Employee Navigator?
When a new employer group is added to Employee Navigator, WebRun opens the group record and checks which setup sections are complete. It creates a structured onboarding checklist in Google Sheets and posts a kickoff alert to Slack listing outstanding steps, so your team can start onboarding the group systematically from day one.
- Every new employer group starts with a complete, structured setup checklist
- Onboarding gaps are visible in Slack within minutes of a new group being added
- Google Sheet provides a running record of onboarding progress for every group
Built for benefits brokers · broker agencies · benefits administrators · HR tech teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.employeenavigator.comin a real browser with your saved login - no setup, no API keys. -
1
Employee Navigator - check new group setup completeness
employeenavigator.com How to Automate Employee Navigator
WebRun opens Employee Navigator to check new group setup completeness. - Open the new group record in Employee Navigator
- Check which core setup sections are complete: company profile, plan setup, carrier connections, payroll integration, and employee import
- Note which sections are incomplete or not yet started
Done when All onboarding setup sections are reviewed and outstanding items are identified.
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2
Google Sheets - create an onboarding checklist for the group
google.com How to Automate Google Sheets
WebRun opens Google Sheets to create an onboarding checklist for the group. - Create a new tab in the group onboarding tracker sheet for this employer group
- Add a checklist row for each setup section with its current status: complete, in progress, or not started
- Include a column for the responsible team member and the target completion date
Done when A complete onboarding checklist exists in Google Sheets for the new employer group.
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3
Slack - alert the team to outstanding onboarding steps
slack.com How to Automate Slack
WebRun opens Slack to alert the team to outstanding onboarding steps. - Post an onboarding kickoff alert to the broker or HR admin Slack channel
- List the outstanding setup steps and link to the Google Sheet checklist for this group
Done when The team has an onboarding kickoff notification in Slack with a link to the checklist.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it configure Employee Navigator automatically?
No. WebRun checks which sections of the group setup are complete or outstanding and builds the checklist. All configuration changes in Employee Navigator are made by your team based on the checklist, ensuring a human reviews every setup decision.
How long does the onboarding kickoff take to run?
WebRun generates the checklist and posts the Slack alert within a few minutes of the new group being added. Your team can start actioning the outstanding items immediately.
Can I customize the onboarding checklist template?
Yes. The checklist rows in Google Sheets reflect the standard Employee Navigator setup sections. You can add custom rows for your broker's internal process steps, such as welcome call scheduling or broker-of-record documentation.
Related templates
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