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Automated isolved Missing Onboarding Docs Alert

Every morning, WebRun opens isolved, checks each new hire's onboarding document status, saves an updated checklist to Google Drive, and texts the HR admin a list of who's still missing paperwork before their start date.

Runs on WebRun · Strict Lockdown policy
Every day at 7:00 AM WebRunorchestrates each step
1 isolved check onboarding document status
2 Google Drive save the document checklist
3 Twilio text the HR admin
In short

How do I catch missing isolved onboarding paperwork before a new hire's start date?

WebRun checks isolved every morning for new hires with outstanding onboarding paperwork, saves an updated document checklist to Google Drive, and texts the HR admin a list of anyone missing documents close to their start date. It flags gaps early so your team can follow up before day one, without ever contacting the new hire itself.

  • Missing paperwork gets caught before the start date, not after
  • HR gets a same-day text for at-risk new hires
  • A current document checklist stays on file in Drive

Built for HR administrators · onboarding coordinators · payroll teams · HR shared services

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens isolvedhcm.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    isolved - check onboarding document status
    isolvedhcm.com
    WebRun in isolved: check onboarding document status
    WebRun opens isolved to check onboarding document status.
    • Open isolved and check each new hire's onboarding tasks
    • Read which documents are submitted and which are outstanding
    • Flag any hire within 5 days of their start date with gaps

    Done when Every new hire's document status is captured.

  3. 2
    Google Drive - save the document checklist
    drive.google.com
    WebRun in Google Drive: save the document checklist
    WebRun opens Google Drive to save the document checklist.
    • Save an updated checklist file per new hire
    • List submitted and outstanding documents with the start date
    • Keep the file in the shared onboarding folder

    Done when An up-to-date checklist exists for every new hire in Drive.

  4. 3
    Twilio - text the HR admin
    twilio.com
    WebRun in Twilio: text the HR admin
    WebRun opens Twilio to text the HR admin.
    • Text the HR admin a list of hires missing paperwork close to their start date
    • Name the hire, start date, and missing document
    • Leave the follow-up with the new hire to the HR admin

    Done when The HR admin is texted about any at-risk start date.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
isolvedhcm.com
ScheduleRuns automatically on this cadence
Every day at 7:00 AM
DeliveryHow each run's result reaches you
Missing docs alert · Twilio
OutputWhat each run produces - A Google Drive checklist per new hire plus a text to HR about anyone missing paperwork close to their start date.
Alert
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it text the new hire to chase documents?

No. WebRun texts your HR admin only. Any outreach to the new hire about missing paperwork is still a message your team sends.

What documents does it track?

Whatever isolved already tracks as onboarding tasks for that hire, such as tax forms, direct deposit, and identity verification. WebRun doesn't add new requirements.

How close to the start date does it escalate?

It flags any hire within 5 days of their start date who still has outstanding documents, so HR has time to follow up before day one.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.