מתי להשתמש
"HR automation", "Onboarding", "Offboarding", "Time off", "HRIS automation".
הוראות עבודה
1. Top HR Workflows
א. Onboarding (most ROI)
- Trigger: Contract signed.
- Actions:
- Create accounts (Google/Slack/Notion/CRM).
- Send welcome email with first-day info.
- Schedule onboarding meetings (Calendly).
- Create checklist (Asana/Monday).
- Order equipment (laptop, monitor).
- Buddy assignment.
- Day 1: Welcome message, manager intro.
- Week 1: Check-in survey.
- Day 30/60/90: Performance reviews.
- ROI: 4-8 hours/employee → 30 min.
ב. Offboarding
- Trigger: Last day approaching.
- Actions:
- Disable accounts (sequential timing).
- Backup employee data.
- Exit interview scheduled.
- Knowledge transfer prompts.
- Final paycheck calculation.
- Equipment return.
- Compliance: Israeli law requires תוך 15 יום פיצויי פיטורים.
ג. Time Off Requests
- Form submission → Manager approval → Calendar update → Payroll integration.
ד. Performance Reviews
- Quarterly cycle.
- Auto-send review forms.
- Manager + Self + Peer.
- Compile + Schedule 1:1.
ה. Document Signing
- Contracts via DocuSign/HelloSign.
- Auto-store in HR folder.
- Compliance reminder (annual review).
ו. Birthday / Anniversary Celebrations
- Auto Slack message.
- Gift card via Yotpo / Amazon.
2. Tools Stack
| Tool | Use |
|---|---|
| HiBob (Israeli) | HRIS — top choice ב-IL |
| BambooHR | Mid-market HRIS |
| Workday | Enterprise HRIS |
| Greenhouse / Lever | Recruiting (ATS) |
| DocuSign | Documents |
| Calendly | Scheduling |
| Slack | Communication |
| Lattice / 15Five | Performance |
3. Sample Onboarding Workflow
Day -7 (week before start):
- Send welcome packet (email)
- Order laptop (auto-PO to IT)
- Create accounts: Google, Slack, Notion, GitHub, CRM
- Add to Slack channels
- Schedule day-1 meetings
Day 0 (Start day):
- Welcome message in Slack
- Manager intro meeting
- IT setup call
- Buddy intro
- HR paperwork via DocuSign
Day 7:
- Check-in survey
- 1:1 with manager
- First training task
Day 30:
- 30-day review form
- Manager 1:1
- Health check (NPS-style)
Day 60:
- 60-day review
- Goal setting
Day 90:
- 90-day review
- Decision: convert to permanent
4. Israeli HR Specifics
Required by Law
- 102 form (Bituach Leumi).
- Tax forms (101, 161).
- Pension setup (mandatory after 6 months).
- Health declaration.
Cultural
- Hebrew docs required.
- WhatsApp for casual comms.
- חופש מולדת — birthday off (some companies).
- Reservist (מילואים) support.
5. Compliance Automations
- Pension enrollment reminder at 6 months.
- Annual contract review.
- Required training tracking.
- Permits — work permits expiry alerts.
6. Common Pitfalls
❌ Disable accounts too early — locked out before backups. ❌ No data backup before offboarding — lost knowledge. ❌ Forget compliance dates — fines. ❌ Generic onboarding — feels impersonal.
7. אסיים בהמלצה.
קלט נדרש
| פריט | תיאור |
|---|---|
| Company size | employees |
| HRIS | מה רץ |
| Pain points | מה איטי |
| Compliance | Israeli law? |
פלט צפוי
| רכיב | תיאור |
|---|---|
| Top 5 workflows | priority |
| Onboarding template | full sequence |
| Tool stack | recommendations |
| Compliance checklist | Israeli specifics |
| המלצה | פעולה אחת |
דגלים אדומים
- 🚨 Manual onboarding ל-50+ עובדים — wastes weeks.
- 🚨 No offboarding workflow — data leaks.
- 🚨 Compliance via Excel — errors guaranteed.
הערות חשובות
- HiBob = best for Israeli companies.
- WhatsApp Business integration helps.
- Pension provider integration crucial.
פרומפט לדוגמה
Onboarding workflow ל-startup ישראלי. 50 עובדים, 5 חדשים בחודש.
HiBob + Slack + Google. Onboarding automation.
Compliance reminders ל-Israeli company. אילו?
© 2026 Automation Expert Pro | גרסה 1.0.0