Employee onboarding and offboarding in Zendesk
HR raises one request. IT, facilities and payroll each get the work they need to do, and everyone can see where each new starter or leaver is up to.
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One onboarding request, with every team kept in the loop
An onboarding request starts in Zendesk, and SweetHawk takes care of breaking the work out to the right people.
It can come from a help center form or be created directly as a ticket. That ticket becomes the main record for the onboarding.
Tasks & Subtickets can apply a different checklist depending on the employee's department, location or role. Phases keep the work in the right order.
Laptop setup, accounts, access, induction and other work can be split into separate subtickets and assigned to the team responsible for them.
Approve can send approval requests to managers by email or Slack. They don't need a Zendesk agent seat to respond.
Journeys gives the employee a simple view of what's been completed and what's still to come, on any device.
Click through an onboarding request
See what happens when HR submits an onboarding request through the help center and the workflow runs from there.
The same setup works for leavers too
Offboarding uses the same approach, but with a different set of tasks and timing.
- Remove access at the right time: when HR raises the leaver request, IT can automatically receive an access-removal subticket, with Notify alerting the team.
- Keep equipment and payroll work separate: facilities and payroll can each receive their own subtickets and manage their part of the process.
- Schedule work for the leaving date: Future Tickets can schedule work such as account deactivation or data transfer for the appropriate day.
- Use different processes for different exits: resignations and terminations can each trigger their own checklist and workflow.
Everything used here is included in the SweetHawk Suite
Tasks & Subtickets, Approve, Journeys, Notify, Future Tickets and Reminders are all included in the SweetHawk Suite, along with the rest of the SweetHawk apps.
Start a free trial and build your onboarding or offboarding process in Zendesk.
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Common questions
Do I need all six apps?
No. Tasks & Subtickets can handle the core checklist and subticket workflow on its own. The other apps add things like approvals, employee visibility, notifications, scheduling and reminders.
The Suite includes all of them, so you can test the full setup during the same trial.
Do managers need a Zendesk licence to approve?
No. Managers can approve by email or Slack without needing a Zendesk agent seat. Their response is recorded on the ticket.
How do I make sure IT removes access when someone leaves?
When HR raises the leaver ticket, Tasks & Subtickets can create an access-removal subticket for IT. Notify can then alert the IT team as soon as it is created.
Can terminations follow a different process from resignations?
Yes. Different exit types can trigger different task lists, so a resignation and a termination can each follow their own process.
Find out more about these apps
Add tasks to tickets, break work into linked subtickets, and track progress as each task is completed.
Add approval requests to tickets with multi-step workflows, Slack and email approvals, dynamic approvers, and full audit trails.
The first structured journey experience built natively inside Zendesk. Make progress visible.
Send real-time notifications to agents or groups with custom messages triggered by ticket updates or workflow events.
Schedule tickets to appear in the future so you can close the current one while ensuring timely follow-ups with customers.
Set reminders on tickets that follow business schedules and trigger workflows to update tickets when they end.
What teams say about SweetHawk
Real quotes from customers using SweetHawk apps in Zendesk.
We've now redesigned our onboarding and offboarding for employees... So now it's one submission of a form versus teams having to pass tickets back and forth.
It's allowed us to bring our whole organization of nearly four and a half thousand global employees into a simple, usable interface.
SweetHawk helps us do so many of our operations in the pro services department. From internal tasks like onboarding teammates, to flowing through billing tasks, through support tasks, activation tasks.
Hear them, in their own words.
Learn what our customers have built on top of Zendesk using SweetHawk apps.