Onboarding workspace

New agent intake, provisioning, training, and go-live.

Use this workspace for the onboarding path only. Intake starts here, accounts get staged here, and the human work gets handed to ClickUp from here.

Open New Hire Intake Open Flex Approval Intake
Active onboarding4
Need follow-up0
Training tracks4

Intake

Entry points and approval rules

Keep intake routes separate and only open the detail when you need it.

Direct intake

Internal New Hire Intake

Use when an admin is entering a candidate directly into Boarder.

Open New Hire Intake

Approval gate

Zillow Flex Approval Intake

Use when a Zillow Flex application exists and an admin is approving the candidate to move forward.

Open Flex Approval Intake
Standard onboarding sequence
  1. Capture the candidate through Zillow Flex approval or the internal Boarder new hire form
  2. Run automatic provisioning before creating the human task list
  3. Create email, CRM, scheduling, and scorecard access where integrations allow
  4. Email support@interface.re only when a manual handoff is still required
  5. Generate the ClickUp onboarding package for the remaining admin and agent work
  6. Confirm first-day readiness and go-live gates
Live onboarding queue
Onboarding xiknyrowiy

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Entry point: Boarder New Hire Form

Owner: xhsstqpfxp

Status: zososzdzqk

Due: 2024-08-24

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Onboarding frftlkodkh

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Entry point: Zillow Flex Application

Owner: npozgiwiqz

Status: yiqisjppwi

Due: 2025-01-14

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Onboarding vxqtvjuvmd

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Entry point: Boarder New Hire Form

Owner: edupqtfsoi

Status: rjhejrgszl

Due: 2025-10-21

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Onboarding mulkoxknhj

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Entry point: Zillow Flex Application

Owner: sfksldfnfu

Status: xymmftjpsm

Due: 2026-05-01

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Launch

Provisioning and task handoff

Use this section to show the workflow chain and current operational state.

Intake Source

Zillow Flex application

Trigger: Agent submits the application and an admin approves the candidate to move forward.

Approval starts automatic provisioning, then Boarder prepares the ClickUp package.

Intake Source

Boarder new hire form

Trigger: An admin completes the internal new hire intake inside Boarder.

Submission starts automatic provisioning immediately, then Boarder prepares the ClickUp package.

Workflow trigger

Submission of Boarder new hire form

Entry point: Boarder New Hire Form

Approval or internal submission starts downstream provisioning.

Automatic provisioning

Provision what we can before tasks exist

Automations queued: 5

  1. Create ClickUp user
  2. Create or enable Calendly account
  3. Create or invite RealScout user
  4. Create or invite SiSu user
  5. Create or connect Google Workspace account

Provisioning results

Account setup status

  • ClickUp Provisioned

    Workspace user staged and onboarding list template selected.

  • Calendly Provisioned

    Routing profile queued with onboarding handoff event set.

  • RealScout Invite ready

    Invite prepared for the final team email address.

  • SiSu Provisioned

    Scoreboard placement and recruiting visibility package staged.

  • Google Workspace Provisioned

    Target mailbox: lgyjznqg@wrealtors.com

Task launch

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Boarder holds the package until provisioning finishes, then hands the remaining work to ClickUp.

Admin tasks: 9

Agent tasks: 10

Go-live gate

Readiness status

  • Done Candidate intake captured
  • Done Intake auto-approved
  • In progress Automated provisioning package
  • Ready ClickUp onboarding launched
  • In progress Training and test tasks complete
  • Blocked Go live with core team systems

Candidate snapshot

Option3

Role: Option3

Owner: xhsstqpfxp

Office: estfsvvsdg

Status: zososzdzqk

Activity

Waiting for approval or internal submission

Boarder is holding provisioning until intake is approved, then it will assemble the task package and show track readiness.

Awaiting trigger Provisioning staged Package not launched

Live feed

  • System standing by for intake approval.
  • Task package template is staged but not yet generated.
Package composition
Workflow type Option3 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. Workspace account setup
  2. Flex onboarding
  3. FUB / phone setup
  4. Maxa setup and training
  5. Training sequence
  6. Brand / website extras

Excluded modules

  1. Core onboarding
  2. Flex + Core onboarding
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

Provisioning

Boarder + Zapier

Staged

Objective: Create accounts, apply baseline configuration, and clear exceptions before human onboarding begins.

Start: Immediately at approval / submission

Done when: All required system accounts show provisioned or invite-ready.

Task count: 5

  1. Create ClickUp user Setup

    Boarder + Zapier · Automatic · Immediately at approval / submission

    Runs inside Boarder before the human task package is launched.

  2. Create or enable Calendly account Setup

    Boarder + Zapier · Automatic · Immediately at approval / submission

    Runs inside Boarder before the human task package is launched.

  3. Create or invite RealScout user Setup

    Boarder + Zapier · Automatic · Immediately at approval / submission

    Runs inside Boarder before the human task package is launched.

  4. Create or invite SiSu user Setup

    Boarder + Zapier · Automatic · Immediately at approval / submission

    Runs inside Boarder before the human task package is launched.

  5. Create or connect Google Workspace account Setup

    Boarder + Zapier · Automatic · Immediately at approval / submission

    Runs inside Boarder before the human task package is launched.

Admin / Ops

Operations

Staged

Objective: Handle the remaining setup, training coordination, and operational verification after automation finishes.

Start: Starts after provisioning completes

Done when: Admin-side setup, training assignment, and manual exceptions are closed.

Task count: 9

  1. Review automatic provisioning results and resolve exceptions Training

    Operations · Post-provisioning · Starts after provisioning completes

    Visible in the admin track inside ClickUp.

  2. Add to FUB, Slack, Google Calendar, Zoom, and Interface forms where automation is not yet available Setup

    Operations · Post-provisioning · Starts after provisioning completes

    Visible in the admin track inside ClickUp.

  3. Finalize FUB phone number and import signature Action

    Operations · Post-provisioning · Starts after provisioning completes

    Visible in the admin track inside ClickUp.

  4. Create the agent's Maxa account, make initial business cards, and send Maxa instructions Setup

    Operations · Post-provisioning · Starts after provisioning completes

    Visible in the admin track inside ClickUp.

  5. Assign post-provisioning training tasks for systems, processes, and best practices Training

    Operations · Post-provisioning · Starts after provisioning completes

    Visible in the admin track inside ClickUp.

  6. Coordinate structured onboarding support so questions are handled during scheduled training instead of random interruptions Coordination

    Operations · Post-provisioning · Starts after provisioning completes

    Visible in the admin track inside ClickUp.

  7. Train the new agent on WRG systems, workflows, and operating expectations, and capture follow-up questions Training

    Operations · Post-provisioning · Starts after provisioning completes

    Visible in the admin track inside ClickUp.

  8. Launch the generated ClickUp task list for admin team and agent Setup

    Operations · Post-provisioning · Starts after provisioning completes

    Visible in the admin track inside ClickUp.

  9. Provide core team onboarding documents and confirm full-stack access across the WRG tech stack Verification

    Operations · Post-provisioning · Starts after provisioning completes

    Visible in the admin track inside ClickUp.

Agent Tasks

Onboardee

Staged

Objective: Move the agent through training, system access checks, and scheduled onboarding support.

Start: Starts after provisioning completes

Done when: Agent confirms setup, completes required training, and attends support sessions.

Task count: 10

  1. Complete required trainings and onboarding review Training

    Onboardee · Post-provisioning · Starts after provisioning completes

    Visible to the onboardee in their ClickUp onboarding track.

  2. Coordinate onboarding times with Eyla for systems and workflow training Coordination

    Onboardee · Post-provisioning · Starts after provisioning completes

    Visible to the onboardee in their ClickUp onboarding track.

  3. Coordinate onboarding times with Monica for process help and role-specific support Coordination

    Onboardee · Post-provisioning · Starts after provisioning completes

    Visible to the onboardee in their ClickUp onboarding track.

  4. Coordinate onboarding times with Alex for onboarding review, questions, and go-live readiness Coordination

    Onboardee · Post-provisioning · Starts after provisioning completes

    Visible to the onboardee in their ClickUp onboarding track.

  5. Confirm you are set up on the Zillow Flex-required stack including Google Workspace, Google Calendar, Slack, Zoom, FUB, RealScout, SiSu, Maxa, Zillow, and assigned training links Training

    Onboardee · Post-provisioning · Starts after provisioning completes

    Visible to the onboardee in their ClickUp onboarding track.

  6. Log in to Google, FUB, Zillow when applicable, and RealScout on desktop and phone Action

    Onboardee · Post-provisioning · Starts after provisioning completes

    Visible to the onboardee in their ClickUp onboarding track.

  7. Connect email and calendar sharing Action

    Onboardee · Post-provisioning · Starts after provisioning completes

    Visible to the onboardee in their ClickUp onboarding track.

  8. Log in to Maxa, get familiar with the account, and complete Maxa training materials Training

    Onboardee · Post-provisioning · Starts after provisioning completes

    Visible to the onboardee in their ClickUp onboarding track.

  9. Review nurture expectations and communication rules Training

    Onboardee · Post-provisioning · Starts after provisioning completes

    Visible to the onboardee in their ClickUp onboarding track.

  10. Complete core team readiness tasks and profile setup Verification

    Onboardee · Post-provisioning · Starts after provisioning completes

    Visible to the onboardee in their ClickUp onboarding track.

Go-Live Gates

Broker Support

Staged

Objective: Hold the final checkpoints that must be true before launch or completion.

Start: Verified after admin and agent tracks advance

Done when: All gates are marked complete and the workflow can move to live or closed status.

Task count: 5

  1. Training sessions scheduled with Eyla, Monica, and Alex Coordination

    Broker Support · Go-Live · Verified after admin and agent tracks advance

    Used as a final checkpoint before launch or closure.

  2. Training complete Training

    Broker Support · Go-Live · Verified after admin and agent tracks advance

    Used as a final checkpoint before launch or closure.

  3. Core systems configured Action

    Broker Support · Go-Live · Verified after admin and agent tracks advance

    Used as a final checkpoint before launch or closure.

  4. Admin verification complete Verification

    Broker Support · Go-Live · Verified after admin and agent tracks advance

    Used as a final checkpoint before launch or closure.

  5. Ready for team launch Setup

    Broker Support · Go-Live · Verified after admin and agent tracks advance

    Used as a final checkpoint before launch or closure.

Assigned task tracks

Admin team

Boarder-generated work

  1. Review automatic provisioning results and resolve exceptions
  2. Add to FUB, Slack, Google Calendar, Zoom, and Interface forms where automation is not yet available
  3. Finalize FUB phone number and import signature
  4. Create the agent's Maxa account, make initial business cards, and send Maxa instructions
  5. Assign post-provisioning training tasks for systems, processes, and best practices
  6. Coordinate structured onboarding support so questions are handled during scheduled training instead of random interruptions
  7. Train the new agent on WRG systems, workflows, and operating expectations, and capture follow-up questions
  8. Launch the generated ClickUp task list for admin team and agent
  9. Provide core team onboarding documents and confirm full-stack access across the WRG tech stack

Onboarding agent

Assigned onboarding tasks

  1. Complete required trainings and onboarding review
  2. Coordinate onboarding times with Eyla for systems and workflow training
  3. Coordinate onboarding times with Monica for process help and role-specific support
  4. Coordinate onboarding times with Alex for onboarding review, questions, and go-live readiness
  5. Confirm you are set up on the Zillow Flex-required stack including Google Workspace, Google Calendar, Slack, Zoom, FUB, RealScout, SiSu, Maxa, Zillow, and assigned training links
  6. Log in to Google, FUB, Zillow when applicable, and RealScout on desktop and phone
  7. Connect email and calendar sharing
  8. Log in to Maxa, get familiar with the account, and complete Maxa training materials
  9. Review nurture expectations and communication rules
  10. Complete core team readiness tasks and profile setup

Conditional / custom

Branching and add-ons

  1. Role track: Option3
  2. Flex required-stack confirmation: Google Workspace email and shared calendar setup, Slack workspace and Flex-related channels, Zoom for onboarding and coaching sessions, Calendly kickoff and routing availability, Follow Up Boss account, phone number, and signature, RealScout account and app login, SiSu account and Flex scoreboards, Maxa account plus business card / brand asset starter setup, Zillow account, Zillow app, service areas, and Flex training, Articulate 360 and Zillow learning links required before go-live
  3. Set up personal website and bio

Enablement

Training and readiness

Use this when you want to show monitored progress rather than just task creation.
Active learners4
Flex-linked tracks0
Average completion38%
Needs nudge4
LMS and Zillow progress reporting

Option3

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ClickUp xiknyrowiy

Track: Option3 via Boarder New Hire Form

Combined readiness

38%

Risk

Needs nudge

Articulate 360

WRG Flex Foundations

38%
28%

Zillow Training

Not required for this track

ClickUp sync: Synced 7 minutes ago

Nudge: No active nudge needed.

LMS handoff: Placeholder now: Maxa onboarding will become a richer Articulate-linked module once the branded collateral curriculum is formalized.

  • Assigned Learning path is published and ready for self-paced completion.
  • At risk ClickUp sync and LMS progress are visible in the same workflow record.
  • Pending Go-live gates unlock only after the assigned training path is sufficiently complete.
  • Brand ramp Business cards and branded collateral onboarding are visible here so Maxa setup is part of the training story, not hidden in ops work.

Option4

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ClickUp frftlkodkh

Track: Option1 via Zillow Flex Application

Combined readiness

38%

Risk

Needs nudge

Articulate 360

WRG Flex Foundations

38%
28%

Zillow Training

Not required for this track

ClickUp sync: Synced 7 minutes ago

Nudge: No active nudge needed.

LMS handoff: Placeholder now: Maxa onboarding will become a richer Articulate-linked module once the branded collateral curriculum is formalized.

  • Assigned Learning path is published and ready for self-paced completion.
  • At risk ClickUp sync and LMS progress are visible in the same workflow record.
  • Pending Go-live gates unlock only after the assigned training path is sufficiently complete.
  • Brand ramp Business cards and branded collateral onboarding are visible here so Maxa setup is part of the training story, not hidden in ops work.

Option5

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ClickUp vxqtvjuvmd

Track: Option4 via Boarder New Hire Form

Combined readiness

38%

Risk

Needs nudge

Articulate 360

WRG Flex Foundations

38%
28%

Zillow Training

Not required for this track

ClickUp sync: Synced 7 minutes ago

Nudge: No active nudge needed.

LMS handoff: Placeholder now: Maxa onboarding will become a richer Articulate-linked module once the branded collateral curriculum is formalized.

  • Assigned Learning path is published and ready for self-paced completion.
  • At risk ClickUp sync and LMS progress are visible in the same workflow record.
  • Pending Go-live gates unlock only after the assigned training path is sufficiently complete.
  • Brand ramp Business cards and branded collateral onboarding are visible here so Maxa setup is part of the training story, not hidden in ops work.

Option1

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ClickUp mulkoxknhj

Track: Option4 via Zillow Flex Application

Combined readiness

38%

Risk

Needs nudge

Articulate 360

WRG Flex Foundations

38%
28%

Zillow Training

Not required for this track

ClickUp sync: Synced 7 minutes ago

Nudge: No active nudge needed.

LMS handoff: Placeholder now: Maxa onboarding will become a richer Articulate-linked module once the branded collateral curriculum is formalized.

  • Assigned Learning path is published and ready for self-paced completion.
  • At risk ClickUp sync and LMS progress are visible in the same workflow record.
  • Pending Go-live gates unlock only after the assigned training path is sufficiently complete.
  • Brand ramp Business cards and branded collateral onboarding are visible here so Maxa setup is part of the training story, not hidden in ops work.
Stack confirmation by team type

Setup Confirmation

Core Team Full-Stack Confirmation

Core team members should confirm they are set up on the full WRG operating stack, not just the lead-routing tools.

  1. Google Workspace email, calendar, and shared drives
  2. Google Sheets and operational spreadsheets
  3. Slack workspace and relevant channels
  4. Zoom desktop and meeting workflow basics
  5. Calendly account and routing settings
  6. Follow Up Boss account, signature, and phone settings
  7. RealScout account and collaboration setup
  8. SiSu account and scoreboards
  9. Wrike internal work management access
  10. Airtable access for listing rehab and vendor workflows
  11. Glide / ZipForms templates and contract workflow
  12. DocuSign account and signature workflow
  13. Mailchimp access when applicable
  14. Maxa account, business cards, and brand asset starter kit
  15. Articulate 360 learning path and assigned training links

Setup Confirmation

Zillow Preferred Team Required Stack

Flex onboarding only requires the systems needed for Zillow Preferred team performance and go-live readiness.

  1. Google Workspace email and shared calendar setup
  2. Slack workspace and Flex-related channels
  3. Zoom for onboarding and coaching sessions
  4. Calendly kickoff and routing availability
  5. Follow Up Boss account, phone number, and signature
  6. RealScout account and app login
  7. SiSu account and Flex scoreboards
  8. Maxa account plus business card / brand asset starter setup
  9. Zillow account, Zillow app, service areas, and Flex training
  10. Articulate 360 and Zillow learning links required before go-live