Monday.com HR Workflow Setup

£1500-3000 GBP

Lukket

Slået op 24 dage siden

£1500-3000 GBP

Betales ved levering

I want our entire HR onboarding and holiday-tracking process living inside [login to view URL] and talking smoothly to PandaDoc. During a few focused days next week I’ll work directly with you while you configure, test, and document the flows. Onboarding flow First, we need a board-level form that lets hiring managers capture every critical detail in one go—Name, position, project, start date, end date, rate, and holiday allowance. When the form is submitted it should trigger an automatic “deal memo” email that shows those same new-hire details plus a clear outline of the next onboarding steps. As soon as I update the item’s status to the appropriate stage, the system must pull the correct PandaDoc template, merge the data, and send the contract for e-signature. Once signatures land, a final automation should drop a welcome pack email to the employee and notify the relevant internal teams. Holiday tracking The second piece is a simple, manager-approved leave system. Employees submit a request, line managers approve or decline, and everyone sees the outcome on a shared schedule or calendar view so clashes are obvious. Ideally the same board (or a connected one) will keep an updated allowance balance per person that links back to the onboarding data. Tools & approach I’m not tied to Zapier, Integromat, or Power Automate—I currently use none—so native [login to view URL] automations or whatever lightweight integration you recommend is fine as long as it stays reliable and easy to maintain. Deliverables • Configured [login to view URL] boards, forms, statuses, and automations • Live PandaDoc template connection and test contract sent • Holiday request workflow with calendar/schedule view • Short loom walkthrough or doc so my team can tweak things later If you’re confident with [login to view URL] formulas, automations, and the PandaDoc API, and you can block out time next week, let’s get this built.

Projekt-ID: 40223553

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205 freelancere byder i gennemsnit £2.125 GBP på dette job

@divumanocha

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£2.500 GBP på 35 dage

4,9

(191 anmeldelser)

8,2

@nikhilgarg96

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£3.000 GBP på 32 dage

4,9

(128 anmeldelser)

8,1

@Rekhathakur

Hello I have thoroughly reviewed your project description and am confident in my ability to assist you in completing it successfully. I believe it would be highly beneficial to delve deeper into the specifics of the job to determine the most effective way forward. I am open to scheduling an interview at your convenience, and I genuinely appreciate the chance to collaborate with you on this project. Your response is eagerly anticipated, and I'm excited about the prospect of working together. Thank you for considering my proposal. Looking forward to your prompt reply! Best regards Rekha!!!

£2.250 GBP på 7 dage

4,7

(134 anmeldelser)

8,0

@Fazeennazar

Hi there, I have checked your requirement carefully and gone through. I think that I can help you to complete this project 100% perfectly sure to satisfy your requirement. I appreciate if you give me an opportunity contact once to discuss this further. I would love to build an awesome working relationship with you using my expertise. Thank You!

£2.250 GBP på 7 dage

4,9

(112 anmeldelser)

7,3

@ska234

Hi, I can block out focused time next week and build this with you live so we’re configuring, testing, and refining in real time rather than guessing requirements. For onboarding, I’d design a structured Monday board with a clean intake form, automated deal memo email, and a status-driven PandaDoc trigger that pulls the correct template, merges variables, and sends for signature automatically. Once signed, we’ll fire a final automation for the welcome pack and internal notifications, keeping everything traceable on the item timeline. For holiday tracking, I’d either extend the same board with connected items or create a linked leave board with approval flows, balance formulas, and a shared calendar view that makes conflicts instantly visible. I’ll keep the build native and lightweight wherever possible, document everything clearly, and make sure your team can adjust templates, allowances, or automations without needing a developer every time. Best

£2.250 GBP på 7 dage

5,0

(3 anmeldelser)

5,6

@sonika1419

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£1.550 GBP på 7 dage

5,0

(7 anmeldelser)

4,2

@syedraza21295

Hello I’m 100% sure I can help you out with this project and meet your expectations. Let’s connect on chat and discuss the requirements in more detail. Please come over chat and discuss your requirement in a detailed way. Thank You

£2.250 GBP på 7 dage

5,0

(7 anmeldelser)

3,8

@SolutionMart

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£1.500 GBP på 1 dag

4,9

(6 anmeldelser)

3,8

@borisdeveloper71

Hi, there. I’m confident that I can deliver this project to a high standard. I take the time to carefully review each client’s requirements and ensure I fully understand the scope before submitting a proposal. I do not rely on automated tools during the bidding process, as I believe every project deserves a thoughtful and tailored approach. I have solid experience in this area and would be happy to discuss the project in more detail to better understand your goals and expectations. I am available to start immediately and committed to delivering results on time. I look forward to the opportunity to work with you. Thank you for your time. Boris

£2.250 GBP på 20 dage

5,0

(2 anmeldelser)

2,7

@MCGSWISS

As someone who's well-versed in the art of automating workflows and ensuring smooth integrations, I believe I'm a prime candidate to handle your project. My team at Multi-Concept India has over 12 years of experience in developing web platforms with a particular emphasis on user-focused design and robust technicalities. In terms of skillset, we're fluent in numerous programming languages that directly relate to the job at hand like JavaScript, PHP, and HTML. Additionally, we've worked on projects before that required impactful integrations such as your desired Monday.com-PandaDoc connection. What truly distinguishes us is our strategic approach. We don't just configure and deliver; we carefully evaluate, build, test, and document every step of the process ensuring both efficiency and longevity. Moreover, our first-hand experience with similar HR onboarding automation projects further establishes our suitability for the role. Whether you prefer Zapier, Integromat or Power Automate over more native solutions, we guarantee robust connection and easy maintenance to ensure long-lasting dependability. In conclusion: you deserve a team that’s dedicated to simplicity, reliability and maintaining flexible availability--qualities that Multi-Concept India has been built upon. We are ready to commit focused time next week to ensure a stellar final result for your distinct HR needs. Our approach incorporates detailed documentation so that even after the project is complete.

£1.500 GBP på 7 dage