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Automating requests to IT

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Efficiently coordinate IT resources for new employees

This template streamlines the IT onboarding process for new hires by automating requests for essential resources, such as equipment, software, and access to company systems. The workflow enables HR managers and IT teams to efficiently coordinate and fulfill new hire IT requirements, ensuring a smooth start for new employees and minimizing delays in productivity.

Template Workflow:

1. Action: Input Form
Collect new hire's contact information (e.g., email, phone number), start date, and role. Also, gather information on the required IT resources, such as the type of equipment, software, and system access needed based on their role.

2. Action: Send Email to IT Team
Automatically send an email to the IT team, outlining the new hire's IT requirements and the requested delivery date.
Subject: New Hire IT Onboarding Request: {{name}}
Message: Hi IT team, we have a new hire, {{name}}, starting on {{start_date}}. Their role is {{role}}. Based on their role, they will require the following IT resources: {{equipment}}, {{software}}, and access to {{systems}}. Please prepare these resources and ensure they are available by the start date. If you have any questions, please contact the HR manager. Thank you!

3. Action: Wait for IT Team Confirmation
Wait for the IT team to confirm the completion of the new hire's IT onboarding request before proceeding to the next action.

4. Action: Send Email to New Hire
Send an email to the new hire, informing them about the IT resources that have been prepared and providing instructions for their first day.
Subject: Welcome to {{Company}}, {{name}}! Your IT Resources are Ready!
Message: Hi {{name}}, we are excited to have you join us at {{Company}} on {{start_date}}! We have prepared your IT resources, including {{equipment}}, {{software}}, and access to {{systems}}. On your first day, you will receive further instructions on how to set up and use these resources. If you have any questions, please don't hesitate to reach out to your HR manager or IT team. Welcome aboard!

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