---
title: "Workflow: Create a Card When a User Is Created in Ontraccr"
url: "https://help.ontraccr.com/en/article/workflow-create-a-card-when-a-user-is-created-in-ontraccr"
language: "en"
last_updated: "2025-05-27T10:22:39.761Z"
---

# 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.

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## **🎯 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

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## **🧩 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:

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### 🔧 Setup Fields

| Field | Description |
| --- | --- |
| **Name** | Give it a clear name (e.g., “Auto-create onboarding card”) |
| **Type** | Select: **Create a card when a user is created** |
| **Initial Status** | Choose the column to start with (e.g., “Orientation Scheduled”) |
| **Initial Color** | (Optional) Choose a color for easy visibility |
| **Mapping** | Select what user details should populate into the card |

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### 🔁 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

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## **✅ 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.

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## **🧠 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