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 onboarding0
Need follow-up0
Training tracks0

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

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

No trigger selected

Entry point: N/A

Approval or internal submission starts downstream provisioning.

Automatic provisioning

Provision what we can before tasks exist

Automations queued: 0

    No automated steps for this workflow.

Provisioning results

Account setup status

    Provisioning results will appear here for onboarding workflows.

Task launch

No active workflow selected

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

Admin tasks: 0

Agent tasks: 0

Go-live gate

Readiness status

    Candidate snapshot

    Workflow

    Role: N/A

    Owner: N/A

    Office: N/A

    Status: N/A

    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 None
    Launch state Waiting for intake
    Launch timing Not scheduled
    Next queue lane Provisioning
    Next task Queued
    Task count 0

    Included modules

      No modules selected.

    Excluded modules

      Nothing excluded.

    Owners:

    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: 0

    1. No tasks in this track.

    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: 0

    1. No tasks in this track.

    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: 0

    1. No tasks in this 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: 0

    1. No tasks in this track.
    Assigned task tracks

    Admin team

    Boarder-generated work

      No admin tasks yet.

    Onboarding agent

    Assigned onboarding tasks

      No agent tasks yet.

    Conditional / custom

    Branching and add-ons

      No custom tasks for this workflow.

    Enablement

    Training and readiness

    Use this when you want to show monitored progress rather than just task creation.
    Active learners0
    Flex-linked tracks0
    Average completion0%
    Needs nudge0
    LMS and Zillow progress reporting
    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