Automated HR Onboarding

In this video, we walk through a seamless onboarding workflow using DRTE within Salesforce. See how HR teams can move from a "Contact Accepted" status to a fully onboarded new hire in under 60 seconds.

In this demo, you'll see:

– Locating the candidate record (Tom Altman) in Salesforce.

– Launching the "Generate DRTE Doc" feature.

– Filtering and selecting multiple templates (Appointment Letter & Welcome Letter).

– Automatic PDF generation and file attachment.

– Sending the final onboarding email with attachments.

Key Benefits: 

✅ Eliminate manual data entry and "copy-paste" errors. 

✅ Standardize professional branding across all HR documents. 

✅ Maintain a 100% digital audit trail within Salesforce Files.

About DRTE: DRTE is a powerful document generation and e signature engine built for Salesforce, designed to help teams automate complex workflows without leaving their CRM.