Automated Genesys New Agent Onboarding Tracker
When a new agent is added, WebRun checks Genesys Cloud to confirm their profile, skills, and queue assignments are set, updates the onboarding checklist in Notion, and logs training completion status to Google Sheets so nothing is missed before their first live call.
How do I track Genesys onboarding for new contact center agents?
WebRun checks a new agent's Genesys Cloud profile against your onboarding checklist, updates the checklist in Notion as setup steps are completed, and logs training completion to Google Sheets, so new hires get a tracked, visible onboarding instead of a manual walkthrough someone has to remember to run.
- New agents get a tracked checklist from day one
- Missing skills or queue assignments are caught before go live
- Training completion is visible in one shared tracker
Built for contact center managers · HR and training teams · IT admins · team leads
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
login.mypurecloud.comin a real browser with your saved login - no setup, no API keys. -
1
Genesys - check the new agent's profile setup
genesys.com
WebRun opens Genesys to check the new agent's profile setup. - Open Genesys Cloud and find the new agent's profile
- Confirm skills, queues, and routing permissions are assigned
- List anything still missing before they can take live calls
Done when The new agent's Genesys setup status is fully known.
-
2
Notion - update the onboarding checklist
notion.so
WebRun opens Notion to update the onboarding checklist. - Open the agent onboarding page in Notion
- Check off each Genesys setup step that is complete
- Leave outstanding steps open with today's date noted
Done when The Notion onboarding checklist reflects current setup status.
-
3
Google Sheets - log training completion
google.com
WebRun opens Google Sheets to log training completion. - Open the training tracker sheet
- Add a row for the new agent with their start date
- Mark which training modules are complete so far
Done when The new agent has a logged row in the training tracker.
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 WebRun assign skills or queues in Genesys itself?
No. It only reads the current profile setup and reports what is missing. Assigning skills, queues, and permissions is still done by your admin.
What happens once onboarding is complete?
The Notion checklist shows every step checked off and the Sheets row shows all training modules complete, so the agent stops appearing in the daily check.
Can I see onboarding status for every new agent at once?
Yes, the Google Sheets tracker holds one row per agent, so you can scan everyone currently onboarding in one view.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.