{"id":"5f7e4002-240b-4613-85d6-4da4c577dabb","task_name":"Add Employee During Onboarding","summary":"This workflow enables you to add a new employee to Sprinto during the onboarding process by capturing their contact information, employment status, joining date, and initiating mandatory compliance checks such as background verification. The newly created staff member record becomes the foundation for all downstream compliance and verification workflows.","description":"Adds a new employee to Sprinto during onboarding by entering their email and name, enabling background checks, setting a joining date, and completing the staff member creation process.","tools_used":[],"agent_steps":[{"step_number":1,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Add Staff","role":"button","selector":"","xpath":"//html/body/div[4]/div/div[2]/div[3]/div[1]/div/div[17]/div/div[2]/div[2]/div/div/div[2]/button","attributes":{"type":"button","data-test-id":"v5-button"}},"value":"","keys":[],"file_paths":[],"description":"Click the 'Add Staff' button to open the new staff creation form. This initiates the onboarding workflow and prepares Sprinto to accept the employee's details."},{"step_number":2,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Staff email","role":"textbox","selector":"","xpath":"//*[@id=\"email\"]","attributes":{"id":"email","type":"text","placeholder":"Email of the employee/contractor","data-test-id":"v5-input-text"}},"value":"","keys":[],"file_paths":[],"description":"Click on the 'Staff email' field to activate the email input box."},{"step_number":3,"action_type":"type","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Staff email","role":"textbox","selector":"","xpath":"//*[@id=\"email\"]","attributes":{"id":"email","type":"text","placeholder":"Email of the employee/contractor","data-test-id":"v5-input-text"}},"value":"","keys":[],"file_paths":[],"description":"Enter the new employee's email address in the 'Staff email' field. This email serves as the unique identifier for the staff member in Sprinto and is used for all compliance communications."},{"step_number":4,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"First name","role":"textbox","selector":"","xpath":"//*[@id=\"firstName\"]","attributes":{"id":"firstName","type":"text","placeholder":"First name of the employee/contractor","data-test-id":"v5-input-text"}},"value":"","keys":[],"file_paths":[],"description":"Click on the 'First name' field to activate the name input box."},{"step_number":5,"action_type":"type","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"First name","role":"textbox","selector":"","xpath":"//*[@id=\"firstName\"]","attributes":{"id":"firstName","type":"text","placeholder":"First name of the employee/contractor","data-test-id":"v5-input-text"}},"value":"","keys":[],"file_paths":[],"description":"Enter the employee's first name in the 'First name' field. This name will appear in all compliance reports and staff records."},{"step_number":6,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Employment","role":"radio","selector":"","xpath":"//html/body/div[8]/div/div[2]/div/div/div[2]/div/div/form/div[4]/div[2]/div/div/div/div/label[1]/span[1]/input","attributes":{"type":"radio"}},"value":"","keys":[],"file_paths":[],"description":"Click the 'Employment' radio button to confirm the staff member's employment type. This setting categorizes the employee and determines which compliance workflows apply."},{"step_number":7,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Yes, onboarding steps like background checks should commence.","role":"radio","selector":"","xpath":"//html/body/div[8]/div/div[2]/div/div/div[2]/div/div/form/div[5]/div[2]/div/div/div/div/label[1]/span[1]/input","attributes":{"type":"radio"}},"value":"","keys":[],"file_paths":[],"description":"Select 'Yes, onboarding steps like background checks should commence.' to enable all mandatory compliance checks. This ensures the background verification process begins immediately."},{"step_number":8,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Date of joining","role":"textbox","selector":"","xpath":"//*[@id=\"employmentStartDate\"]","attributes":{"id":"employmentStartDate","placeholder":"Select date"}},"value":"","keys":[],"file_paths":[],"description":"Click on the 'Date of joining' field to open the date picker. This field captures the employee's official start date for compliance and verification purposes."},{"step_number":9,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Apr","role":"button","selector":"","xpath":"//html/body/div[8]/div/div[2]/div/div/div[2]/div/div/form/div[6]/div[2]/div/div/div[2]/div/div/div/div/div/div[1]/div/button[1]","attributes":{"type":"button"}},"value":"","keys":[],"file_paths":[],"description":"Click the 'Apr' button in the date picker to navigate to April. This allows you to select the correct month for the joining date."},{"step_number":10,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"","role":"button","selector":"","xpath":"//html/body/div[8]/div/div[2]/div/div/div[2]/div/div/form/div[6]/div[2]/div/div/div[2]/div/div/div/div/div/div[1]/button[1]","attributes":{"type":"button"}},"value":"","keys":[],"file_paths":[],"description":"Click the forward or navigation button to advance the calendar to the correct month. This helps you locate the target month if April was not the correct choice."},{"step_number":11,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Aug","role":"generic","selector":"","xpath":"//html/body/div[8]/div/div[2]/div/div/div[2]/div/div/form/div[6]/div[2]/div/div/div[2]/div/div/div/div/div/div[2]/table/tbody/tr[3]/td[2]/div","attributes":{}},"value":"","keys":[],"file_paths":[],"description":"Select 'Aug' (August) from the calendar interface to set the joining month to August."},{"step_number":12,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"26","role":"generic","selector":"","xpath":"//html/body/div[8]/div/div[2]/div/div/div[2]/div/div/form/div[6]/div[2]/div/div/div[2]/div/div/div/div/div/div[2]/table/tbody/tr[5]/td[3]/div","attributes":{}},"value":"","keys":[],"file_paths":[],"description":"Click on day '26' in the calendar to set the joining date to the 26th of the selected month. This completes the date selection."},{"step_number":13,"action_type":"type","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Date of joining","role":"textbox","selector":"","xpath":"//*[@id=\"employmentStartDate\"]","attributes":{"id":"employmentStartDate","title":"26 Aug, 2025","placeholder":"Select date"}},"value":"","keys":[],"file_paths":[],"description":"Confirm the date entry by typing or clicking in the 'Date of joining' field if a text confirmation is required. This validates and locks the selected date in the form."},{"step_number":14,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Add staff member","role":"button","selector":"","xpath":"//html/body/div[8]/div/div[2]/div/div/div[2]/div/div/form/div[7]/div/div/div/div[2]/button[2]","attributes":{"type":"submit","data-test-id":"v5-button"}},"value":"","keys":[],"file_paths":[],"description":"Click the 'Add staff member' button to submit the new staff member record. This creates the employee profile in Sprinto and triggers the onboarding and background check workflows."},{"step_number":15,"action_type":"click","url":"https://app.sprinto.com/app/admin/linearRecommendationGuide?connectedSystem=GSUITE&vendorConnectionPk=bb97aed3-6e52-46d6-8563-327b4c22966a&newConnection=true","element":{"name":"Mark as not required","role":"cell","selector":"","xpath":"//html/body/div[4]/div/div[2]/div[3]/div[1]/div/div[17]/div/div[2]/div[2]/div/div/div[4]/div/div[1]/table/tbody/tr[2]/td[2]","attributes":{"data-test-id":"v5-data-table-cell"}},"value":"","keys":[],"file_paths":[],"description":"Click 'Mark as not required' if any compliance step (such as background checks or specific verifications) should be exempted for this employee. This removes that step from the onboarding checklist."}]}