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HR Checklist Reminders
New hire and departure steps that don't fall through the cracks.
Problem
Every new hire or departure comes with a checklist split across IT, accounting, sales and the warehouse. Steps got missed because nobody was reminded until something broke, like a laptop that wasn’t ready or an account still active weeks later.
Approach
The team keeps the same checklists they already had in SharePoint, one tab per person. Every Monday the tool reads the shared files, finds every step that isn’t done yet, who owns it and when it’s due, and sends a reminder with links straight to the file.
It reads the file but never changes it and never attaches a copy, so there’s only ever one version of each checklist.
Result
- A weekly reminder of every open step, by owner and due date
- The checklists stay in the team’s existing SharePoint files
- Adding a step is just adding a row in Excel
- Runs unattended every Monday