Workflow: Create a Card When a User Is Created in Ontraccr

👤 Workflow: Create a Card When a User Is Created in Ontraccr
 

Overview

This workflow creates a board card automatically when a new user is added to Ontraccr. It’s commonly used in HR onboarding boards, where every new employee needs a set of onboarding steps, documentation, or compliance tracking.

🎯 When to Use This Workflow

Use this when:

• You want to automatically launch onboarding for each new hire
• You’re managing HR, IT, or training checklists via a board
• You need to track internal user journeys from hire to deployment
• You want to standardize and automate employee ramp-up

🧩 How to Set It Up

1. Open the HR or onboarding board.
2. Go to Settings > Workflows.
3. Click the ➕ Add button.
4. Configure the workflow as follows:

🔧 Setup Fields

🔁 Field Mapping Options

You can map any user field into the card, such as:

• Full Name → Card Title (🟢 Required)
• Email, Phone
• Department, Role, Location
• Start Date
• Assigned Manager

✅ Example Use Case

• When HR adds a new employee in Ontraccr, a card is auto-created in the HR Onboarding board
• The card includes:
  • Full Name as title
  • Email and Role in fields
  • Assigned to HR rep
  • Placed in “Orientation Scheduled” column

This ensures onboarding starts automatically, with no need to manually create tracking cards.

🧠 Tips & Edge Cases

• This is ideal for large or fast-growing teams with frequent new hires
• Combine with task automations to launch required onboarding steps (e.g., safety forms, welcome kits)
• If a user is re-added or reactivated, the card may not trigger again — this is a first-time event
• Use card assignment to route new users to HR, IT, or department leads