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Automated Zoho People Onboarding Tracking

Every morning, WebRun opens Zoho People, reads the onboarding tasks and documents for every starter joining soon or inside their first two weeks, works out which steps are still outstanding and how many days are left until the start date, updates a status page per hire in Notion, and posts the gaps to Microsoft Teams.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 Zoho People read onboarding progress per hire
2 Notion keep a status page per starter
3 Microsoft Teams post the outstanding steps
In short

How do I track new hire onboarding steps automatically?

WebRun opens Zoho People every morning and reads onboarding tasks and documents for every hire starting soon or inside their first two weeks. It updates a Notion status page per starter and posts outstanding steps, their owners and days to start into your Microsoft Teams HR channel.

  • Nobody arrives without a record, a document or a signature done
  • Each starter has one page showing what is left and who owns it
  • Hires starting within five days are pushed to the top every morning

Built for HR coordinators · people operations · office managers · growing teams · recruiting teams

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

  2. 1
    Zoho People - read onboarding progress per hire
    people.zoho.com
    WebRun in Zoho People: read onboarding progress per hire
    WebRun opens Zoho People to read onboarding progress per hire.
    • Open Zoho People and list every new hire with a start date in the next 30 days or a start date inside the last 14
    • Read each hire's onboarding tasks, required documents and record status
    • Mark which steps are complete, which are outstanding and who owns each outstanding one
    • Calculate days remaining until the start date for each hire

    Done when Every current starter has an outstanding-step list and a days-to-start figure.

  3. 2
    Notion - keep a status page per starter
    notion.so
    WebRun in Notion: keep a status page per starter
    WebRun opens Notion to keep a status page per starter.
    • Keep one Notion page per starter with their name, role, manager and start date
    • Update the checklist on that page so completed steps tick off and outstanding ones stay visible
    • Show days to start at the top of each page
    • Move a page to the completed view once every step is done

    Done when Notion shows a live status page for every hire in their onboarding window.

  4. 3
    Microsoft Teams - post the outstanding steps
    microsoft.com
    WebRun in Microsoft Teams: post the outstanding steps
    WebRun opens Microsoft Teams to post the outstanding steps.
    • Post the morning summary to your HR channel in Microsoft Teams
    • List each starter with the steps still outstanding and who owns them
    • Put anyone starting within five days at the top with anything unsigned called out
    • Keep it internal to the channel. WebRun never emails the new hire or their manager

    Done when The HR channel has today's onboarding gaps with owners named.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
people.zoho.com
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Onboarding status · Microsoft Teams
OutputWhat each run produces - A daily per-hire list of outstanding onboarding steps with the owner, the days until start date, and anything still unsigned flagged first.
Text
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

Will it email the new hire or chase them directly?

No. WebRun posts the outstanding steps to your internal HR channel and updates Notion. It never emails a starter, a manager or a candidate on its own.

Does it mark tasks complete in Zoho People?

No. It reads onboarding task and document status and reports what is outstanding. Completing or signing off a step stays with the HR team inside Zoho People.

How does it handle sensitive employee documents?

It reads whether a document is present and signed, not its contents, and file uploads and downloads are blocked by the strict lockdown policy.

Put this on autopilot.

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