Boarder Intake

Internal New Hire Intake

Internal admin form for adding a new candidate directly into Boarder and triggering provisioning.

Best for direct admin entry when the candidate is already approved to move forward.

Boarder Intake

Internal New Hire Intake

Use this for internal onboarding intake. Submission should trigger provisioning immediately and then prepare the ClickUp package.

Normalized intake review

Draft workflow

Type: Onboarding Entry: Boarder New Hire Form Owner: TBD Office: TBD

Boarder will normalize this submission into a workflow record, package, and readiness path.

Launch package preview
Workflow type Flex Team onboarding
Launch state Ready after provisioning
Launch timing Immediately after provisioning
Next queue lane Provisioning
Next task Create ClickUp user
Task count 29

Included modules

  1. Flex onboarding
  2. FUB / phone setup
  3. Maxa setup and training
  4. Training sequence

Excluded modules

  1. Core onboarding
  2. Flex + Core onboarding
  3. Workspace account setup
  4. Brand / website extras
State transitions
  1. Submission accepted · Operations
  2. Provisioning running · Boarder + Zapier
  3. ClickUp package composed · Boarder
  4. Ready for team launch · Broker Support

Owners: Operations, Broker Support, Onboardee, Boarder + Zapier

Trigger

Submission of Boarder new hire form

This is the event Boarder will use to move from intake to active workflow execution.

Automated actions

5

Provisioning and baseline setup will be planned before human task execution begins.

Human task load

19

Boarder will generate admin and agent task tracks from the same normalized record.

Readiness path
  • Done Candidate intake captured
  • Done Intake auto-approved
  • In progress Automated provisioning package
  • Ready ClickUp onboarding launched
  • Blocked Training and test tasks complete
  • Blocked Go live on Zillow leads
Workflow event map

Event sequence

Intake Received Boarder 2026-04-17T13:47:12.969Z

Captured from Boarder new hire form.

Intake Mapped Boarder 2026-04-17T13:47:12.969Z

Mapped to Flex Team as onboarding-flex.

Approval Granted Boarder 2026-04-17T13:47:12.969Z

New-hire intake is approved for provisioning.

Provisioning Staged Boarder + Zapier 2026-04-17T13:47:12.969Z

Provisioning jobs are queued for launch.

Task Package Composed Boarder 2026-04-17T13:47:12.969Z

Parallel ClickUp tracks are assembled from canonical modules.

Clickup Package Ready Boarder 2026-04-17T13:47:12.969Z

Onboarding package is ready for launch.

Training and readiness guidance

WRG LMS

WRG Flex Foundations

38%

Maxa familiarization

Maxa familiarization and first business-card review

28%

Next nudge: No active nudge needed.

What this route does

Direct-link intake instead of nested forms

  • DirectEach intake path now has its own permanent URL for demos and admin use.
  • CleanerThe main dashboard stays focused on orchestration rather than embedding long forms.
  • NextThese routes can later be split further into shorter, role-specific steps if needed.