OnboardFlow

Envision Pharma Group's Lifecycle Management Platform

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OnboardFlow
Dashboard Starters Intake Workflow Designer Service Catalog Approvals Center Automated Triggers System Audit Logs User Registry
U
Alex IT
IT Admin

Dashboard

Candidate Portal Active

Customization Engine

System Theme Mode

Palette Adjustments

Widgets Reset

Resets all home dashboard grids to default locations.

Onboarding Lifecycle Hub

Monitor, provision, and track all upcoming new hire onboarding cases.

June 2026

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Lifecycle Ticket Registry

Register, manage, and monitor all onboarding new hires.

Starter Job Info Start Date Manager Onboarding Status Portal Access Actions

June 2026

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Workflow Stages

Checklist Tasks for Stage: Select a Stage

Select a stage on the left to configure automated onboarding templates.

Customize the hardware catalog that starters select from during pre-boarding.

Selected Equipment

Your requests will be routed to your line manager for budget approval.

No equipment selected yet.

Selected Items: 0

Approvals Control Center

Review, sign off on lifecycle onboardings, or authorize IT hardware requests.

Created Request Type Details Approver Comments Status Actions

Lifecycle Automations & Templates

Configure Liquid-style templates and schedule date-based triggers.

Trigger Name Type Target Conditions Action Active Modify
Dispatched Starter Recipient Subject Status Retries Action

Security & Compliance Audit Trail

Unmodifiable system transaction log logs.

Timestamp Actor Email Action Target ID Action Details

Register New Starter Intake Case

Personal Contact Details
Organizational Profile

Bulk Import Candidates

Paste a JSON list containing candidate profiles to simulate a Workday import.

Provision Active Directory Credentials

Selects the target container path for security compliance policies.

Live AD Attribute Preview

distinguishedName (DN)
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OU Canonical Path
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userPrincipalName
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sAMAccountName
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employeeID
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mail
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givenName
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sn (Surname)
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displayName
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userAccountControl
512 (NORMAL_ACCOUNT_ENABLED)
title (Job Title)
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department
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memberOf (Groups)

IT Induction: Set Up Corporate Account

Welcome! Let's activate your permanent corporate Active Directory account.

Workflow Stage Config

Task Template Configuration

Automation Trigger Configuration

Jane Doe Onboarding Bucket

Personal Details

Legal First Name

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Legal Last Name

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Preferred Name

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Personal Phone

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Personal Email Address

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Organizational Details

Business Unit

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Vertical

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Department & Job Title

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Cost Center

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Office Location

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Employment Type

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Start Date

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Preferred Corporate Email

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Line Manager

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Edit Case Profile Details

IT Case Notes

Lifecycle Activity Stream

IT Assignment

Every onboarding ticket has an assigned technician to monitor provisioning.

Ticket is currently unassigned.

Assigned Technician:

tech@company.com

Active Directory

Contact Starter

Directly email the starter to request additional information (e.g. delivery confirmation, contact verification).

Additional Equipment & Software

Fulfill requested additional catalog items (monitors, peripherals, licenses) approved by the manager.

Asset Name Category Status Action

Time-based Email & Task Automations

Customized scheduler schedules. You can modify date triggers or execute them immediately.

Name Trigger Type Scheduled Date Status Actions

User Access & Role Registry

Manage system users, assign corporate roles, and configure access permissions.

User Email Provider System Role Permissions Created Date Actions

Live Email Preview

Quick Email to New Starter

Create New User

Configure Access Permissions

Add Catalog Item

Microsoft

Sign in

Pick a demo account to authenticate with Microsoft Entra ID:

JA
Jane Admin microsoft.admin@company.com
AI
Alex IT microsoft.it@company.com
SR
Sarah Recruiter microsoft.hr@company.com
Use another account Sign in with a custom email