January 22, 2026

Gmail + Google Drive, onboarding packs sent and filed

Lisa Granqvist Partner Workflow Automation Expert

Get a free AI assessment → ⬇️ Use template

Onboarding paperwork has a way of exploding the moment someone accepts an offer. One minute you’re celebrating. The next, you’re hunting down the “latest” benefits PDF, copying last month’s welcome letter, and praying you don’t send the wrong form.

This Gmail Drive onboarding automation hits HR managers first, honestly, but ops leads and small business owners feel it too. You get a complete, role-specific onboarding pack generated and delivered in minutes, with everything filed where it belongs.

Below, you’ll see what the workflow does, what it replaces, and what you need to run it in n8n without turning your week into a “document assembly project.”

How This Automation Works

The full n8n workflow, from trigger to final output:

n8n Workflow Template: Gmail + Google Drive, onboarding packs sent and filed

Click to explore

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The Problem: Onboarding Documents Take Hours (and Still Go Wrong)

Most onboarding “packs” are stitched together from old emails, half-updated templates, and whatever PDF someone saved to a random folder six months ago. You end up doing the same manual steps for every hire: welcome letter, benefits overview, IT setup instructions, and required forms, then converting, attaching, and filing it all. It’s slow, and it’s fragile. A single typo in a start date, the wrong manager name, or an outdated benefits detail turns into a back-and-forth that steals time from HR and makes the new hire second-guess what kind of company they joined.

It adds up fast. Here’s where it breaks down in real life.

Creating four or more documents per hire can burn about 3-4 hours when you include edits, PDF exports, and follow-ups.
One missing attachment means a “can you resend?” thread that drags on for days.
Filing is inconsistent, so audits and compliance checks turn into a scavenger hunt.
Role-specific details (equipment, system access, office info) get skipped because nobody has time to tailor them properly.

The Solution: Auto-Generate, PDF, Email, and Archive Every Onboarding Pack

This n8n workflow turns a new hire event into a finished onboarding package, sent via Gmail and saved into a structured Google Drive folder automatically. It starts with a webhook, so you can trigger it from your HR system, your ATS, a form, or even a manual “new hire accepted” action. Then the workflow validates and enriches employee data, generates role-aware documents (welcome letter, benefits guide, IT setup instructions, and required forms), and maps everything into clean HTML templates with your branding. Next, it converts the set into print-ready PDFs in one run, archives the PDFs to Drive using a consistent naming convention, and finally emails the full pack to the new hire as attachments with clear action items. HR also gets a confirmation and logging so you can track what was sent and when.

The workflow starts when employee details hit the webhook. From there, it creates and customizes multiple documents in parallel, converts them to PDFs, and stores them in an employee-specific Drive folder. Finally, Gmail delivers the complete package, and your team gets notified so nothing disappears into an inbox void.

What You Get: Automation vs. Results

What This Workflow Automates

Results You’ll Get

It validates new hire details and fills in company defaults automatically.
It generates four or more onboarding documents based on role and employment type.
It converts HTML templates into professional PDFs in a single run.
It archives files to Google Drive and emails the pack via Gmail with tracking.

What used to take 3-4 hours drops to about 3 minutes per employee.
New hires get the same-day package within minutes of acceptance.
Your documents stay consistent, branded, and much less error-prone.
Every employee has a clean Drive folder, so retrieval is simple later.
HR gets a timestamped trail of what was generated and delivered.

Example: What This Looks Like

Say you hire 5 people this month. Manually, if each onboarding pack requires 4 documents and you spend roughly 45 minutes per document between copying, editing, exporting, and attaching, that’s about 15 hours of admin work. With this workflow, HR submits (or receives) the new hire details once, waits a couple minutes for PDF rendering, and the email goes out automatically. Call it about 3 minutes of hands-on time per hire, so you get most of that week back.

What You’ll Need

n8n instance (try n8n Cloud free)
Self-hosting option if you prefer (Hostinger works well)
Gmail for sending the onboarding email pack
Google Drive to archive employee folders and PDFs
HTML to PDF API key (get it from your PDF conversion provider)

Skill level: Beginner. You’ll connect accounts, paste an API key, and adjust text fields like company name and benefits details.

Don’t want to set this up yourself? Talk to an automation expert (free 15-minute consultation).

How It Works

A new hire trigger comes in. The workflow starts with an incoming webhook, so a “candidate accepted” event can kick it off from your HRIS, ATS, or a simple form.

Employee data gets cleaned up and completed. It validates basics like names and email addresses, generates an employee ID, and enriches the record with company defaults (department mappings, office info, manager details).

Documents are generated and tailored. The workflow composes a welcome letter, IT setup guide, benefits handbook, and required forms. Role-based logic adjusts details for technical hires, managers, sales roles, contractors, and more.

PDFs are created, filed, and delivered. HTML templates are converted into PDFs, saved into an employee-specific Google Drive folder, then attached to a Gmail message that includes action items and deadlines. A logging step records the event, and an HTTP request can alert your HR Slack channel.

You can easily modify the document templates to match your policies and branding based on your needs. See the full implementation guide below for customization options.

Step-by-Step Implementation Guide

Step 1: Configure the Webhook Trigger

Set up the inbound webhook that receives new employee data and starts the onboarding packet workflow.

Add the Incoming Webhook Start node as your trigger.
Set HTTP Method to POST.
Set Path to onboard-employee.
Copy the generated webhook URL and plan to send a JSON body with required fields like firstName, lastName, email, jobTitle, department, and startDate.

Tip: Use a sample JSON payload in a tool like Postman to validate the required fields before building the rest of the workflow.

Step 2: Set Up Data Validation and Document Generation

This workflow uses multiple code nodes to validate inputs and generate HTML content for onboarding documents.

Open Validate and Enhance Data and keep the included validation logic to enforce required fields and format dates.
Review the defaults in Validate and Enhance Data (e.g., HR contact info and company details) and replace placeholders like [YOUR_EMAIL].
Verify the document HTML generation in the grouped document nodes: Compose Welcome Letter, Build IT Setup Guide, Create Benefits Handbook, and Generate HR Forms.
Ensure Assemble Document List preserves document order and file naming with fileName: `${doc.order}_${doc.name}_${item.employeeId}.pdf`.

⚠️ Common Pitfall: If required fields are missing, Validate and Enhance Data will throw an error and stop the workflow. Make sure your webhook payload includes all required fields.

Step 3: Map HTML and Render PDFs

Convert the generated HTML into PDF files for archiving and email delivery.

In Map HTML Content, set html to ={{ $json.documentHtml }}.
Connect Map HTML Content to Render PDF Files to convert each HTML document into a PDF.

Tip: Keep the HTML sizes consistent in the code nodes to avoid unexpected PDF formatting shifts.

Step 4: Configure Document Archiving and Aggregation

Store PDFs in Google Drive and aggregate them for email attachment packaging.

Open Archive to Drive and set Name to ={{ $json.fileName }}.
Select your target Drive and Folder in Archive to Drive (e.g., My Drive and root).
Credential Required: Connect your Google Drive credentials in Archive to Drive (this node will not run without them).
Ensure Combine Document Files collects the archived documents for the email package.

Step 5: Configure Email Delivery and HR Notifications

Package the PDFs, send the onboarding email, log the activity, and notify HR.

Review Craft Email Package to confirm the email subject and body content and that attachments are built from PDF binaries.
Open Dispatch Employee Email and connect Gmail for delivery.
Credential Required: Connect your Gmail credentials in Dispatch Employee Email (this node will not run without them).
In Record HR Activity, verify the onboarding log structure and ensure the API endpoint matches your HR system.
In Alert HR Channel, set URL to your Slack webhook: https://hooks.slack.com/services/[CONFIGURE_YOUR_TOKEN].

⚠️ Common Pitfall: If the Slack webhook token is not replaced, Alert HR Channel will silently fail or return a 404/403 from Slack.

Step 6: Test and Activate Your Workflow

Validate the end-to-end flow and enable it for production onboarding requests.

Click Execute Workflow and send a test POST to Incoming Webhook Start with a full employee JSON payload.
Confirm PDFs are generated via Render PDF Files and stored in Drive by Archive to Drive.
Verify the email is sent by Dispatch Employee Email and that attachments include all documents.
Check the Slack notification from Alert HR Channel and the log payload produced by Record HR Activity.
Toggle the workflow to Active to start processing real onboarding requests.

🔒

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Common Gotchas

Google Drive credentials can expire or need specific permissions. If things break, check the n8n credential connection status and the target folder access first.
If you’re using Wait nodes or external rendering, processing times vary. Bump up the wait duration if downstream nodes fail on empty responses.
Default prompts in AI nodes are generic. Add your brand voice early or you’ll be editing outputs forever.

Frequently Asked Questions

How long does it take to set up this Gmail Drive onboarding automation?

About 30 minutes if your Gmail, Drive, and PDF API accounts are ready.

Do I need coding skills to automate onboarding pack delivery?

No. You’ll mostly connect accounts and edit plain-text fields like your company info and benefits details.

Is n8n free to use for this Gmail Drive onboarding workflow?

Yes. n8n has a free self-hosted option and a free trial on n8n Cloud. Cloud plans start at $20/month for higher volume. You’ll also need to factor in HTML-to-PDF API costs (usually a few cents per document).

Where can I host n8n to run this automation?

Two options: n8n Cloud (managed, easiest setup) or self-hosting on a VPS. For self-hosting, Hostinger VPS is affordable and handles n8n well. Self-hosting gives you unlimited executions but requires basic server management.

Can I customize this Gmail Drive onboarding workflow for contractors instead of full-time hires?

Yes, and it’s one of the best uses of the built-in logic. You can adjust the employment-type checks in the validation/enrichment step so contractors skip benefits sections, receive different forms, and get a different IT checklist. Common tweaks include changing the benefits eligibility rules, swapping equipment lists, and editing the email action items so expectations are crystal clear.

Why is my Google Drive connection failing in this workflow?

Usually it’s expired OAuth consent or the credential was created under a Google account that no longer has access to the destination folder. Reconnect the Google Drive credential in n8n, then confirm the base folder still exists and is shared correctly. If you’re creating employee folders, also check your Drive storage limits and that the workflow isn’t pointing to a Shared Drive your account can’t write to.

How many employees can this Gmail Drive onboarding automation handle?

In practice, it can handle as many as your n8n plan and PDF provider allow.

Is this Gmail Drive onboarding automation better than using Zapier or Make?

Often, yes, because document generation, branching by role, and multi-file packaging tend to get awkward (and expensive) in simpler tools. n8n is comfortable with longer workflows, custom logic, and “do four documents at once” patterns. Zapier or Make can still work if your process is just “send one email when a row is added,” but this pack-style onboarding is more than that. If you’re unsure, Talk to an automation expert and you’ll get a straight recommendation.

Once this is running, onboarding stops being a 4-hour scramble and turns into a repeatable system. The workflow handles the repetitive stuff so you can spend your time on the human part.

Need Help Setting This Up?

Our automation experts can build and customize this workflow for your specific needs. Free 15-minute consultation—no commitment required.

Lisa Granqvist

Workflow Automation Expert

Expert in workflow automation and no-code tools.

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"jsCode": "// Generate Welcome Letter HTML\nconst item = $input.first().json;\n\nconst html = `\n<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n    <meta charset=\"UTF-8\">\n    <style>\n        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap');\n        * { margin: 0; padding: 0; box-sizing: border-box; }\n        body { font-family: 'Inter', sans-serif; line-height: 1.7; color: #1f2937; padding: 60px 80px; }\n        .header { text-align: center; margin-bottom: 50px; padding-bottom: 30px; border-bottom: 3px solid #3b82f6; }\n        .company-name { color: #3b82f6; font-size: 32px; font-weight: 700; margin-bottom: 10px; }\n        .doc-title { color: #1e40af; font-size: 24px; font-weight: 600; margin-top: 20px; }\n        .content { font-size: 15px; color: #374151; }\n        .content p { margin-bottom: 20px; }\n        .highlight-box { background: linear-gradient(135deg, #dbeafe 0%, #bfdbfe 100%); padding: 25px; border-radius: 10px; border-left: 5px solid #3b82f6; margin: 30px 0; }\n        .highlight-box h3 { color: #1e40af; font-size: 18px; margin-bottom: 15px; }\n        .info-table { width: 100%; margin: 20px 0; }\n        .info-table td { padding: 10px; font-size: 15px; }\n        .info-table td:first-child { font-weight: 600; color: #1e40af; width: 180px; }\n        .signature-section { margin-top: 60px; padding-top: 30px; border-top: 2px solid #e5e7eb; }\n        .footer { margin-top: 50px; padding-top: 20px; border-top: 2px solid #e5e7eb; text-align: center; font-size: 13px; color: #6b7280; }\n    </style>\n<link rel="preload" as="image" href="https://flowpast.s3.eu-north-1.amazonaws.com/featured_blog_images/106875.webp"><link rel="preload" as="image" href="https://flowpast.s3.eu-north-1.amazonaws.com/featured_blog_images/106875.webp"></head>
\n<body>\n    <div class=\"header\">\n        <div class=\"company-name\">${item.companyName}</div>\n        <p style=\"color: #6b7280; font-size: 14px;\">${item.companyAddress}</p>\n        <p style=\"color: #6b7280; font-size: 14px;\">${item.companyPhone} | ${item.companyWebsite}</p>\n        <h1 class=\"doc-title\">Welcome to ${item.companyName}!</h1>\n    </div>\n\n    <div class=\"content\">\n        <p style=\"font-size: 16px;\"><strong>${item.currentDate}</strong></p>\n        \n        <p>Dear ${item.fullName},</p>\n        \n        <p>On behalf of everyone at ${item.companyName}, I am thrilled to welcome you to our team! We are excited to have you join us as <strong>${item.jobTitle}</strong> in our ${item.department} department.</p>\n        \n        <p>Your skills, experience, and enthusiasm impressed us throughout the hiring process, and we are confident that you will make significant contributions to our organization's success.</p>\n        \n        <div class=\"highlight-box\">\n            <h3>\ud83d\udcc5 Your First Day Details</h3>\n            <table class=\"info-table\">\n                <tr>\n                    <td>Start Date:</td>\n                    <td><strong>${item.startDateFormatted}</strong></td>\n                </tr>\n                <tr>\n                    <td>Reporting Time:</td>\n                    <td><strong>9:00 AM</strong></td>\n                </tr>\n                <tr>\n                    <td>Location:</td>\n                    <td><strong>${item.location}</strong></td>\n                </tr>\n                <tr>\n                    <td>Office:</td>\n                    <td><strong>${item.officeFloor}, Reception Area</strong></td>\n                </tr>\n                <tr>\n                    <td>Dress Code:</td>\n                    <td><strong>${item.dressCode}</strong></td>\n                </tr>\n                <tr>\n                    <td>Parking:</td>\n                    <td><strong>${item.parkingSpot}</strong></td>\n                </tr>\n            </table>\n        </div>\n        \n        <p><strong>What to Bring on Your First Day:</strong></p>\n        <ul style=\"margin-left: 30px; margin-bottom: 20px;\">\n            <li>Valid government-issued photo ID (driver's license or passport)</li>\n            <li>Social Security card or proof of eligibility to work</li>\n            <li>Completed new hire documents (included in this package)</li>\n            <li>Direct deposit information (bank routing and account numbers)</li>\n            <li>Emergency contact information</li>\n        </ul>\n        \n        <div class=\"highlight-box\">\n            <h3>\ud83d\udc64 Your Manager and Team</h3>\n            <table class=\"info-table\">\n                <tr>\n                    <td>Direct Manager:</td>\n                    <td><strong>${item.managerName}</strong></td>\n                </tr>\n                <tr>\n                    <td>Manager Email:</td>\n                    <td>${item.managerEmail}</td>\n                </tr>\n                <tr>\n                    <td>Manager Phone:</td>\n                    <td>${item.managerPhone}</td>\n                </tr>\n                <tr>\n                    <td>Department:</td>\n                    <td><strong>${item.department}</strong></td>\n                </tr>\n                <tr>\n                    <td>Work Schedule:</td>\n                    <td>${item.workSchedule}</td>\n                </tr>\n            </table>\n        </div>\n        \n        <p><strong>Your First Week:</strong></p>\n        <p>During your first week, you will participate in our comprehensive onboarding program, which includes:</p>\n        <ul style=\"margin-left: 30px; margin-bottom: 20px;\">\n            <li>Company orientation and culture overview</li>\n            <li>IT setup and equipment allocation</li>\n            <li>Benefits enrollment session</li>\n            <li>Department introduction and team meetings</li>\n            <li>Workspace setup and facility tour</li>\n            <li>One-on-one meetings with key stakeholders</li>\n            ${item.requiresManagementTraining ? '<li>Management training and leadership orientation</li>' : ''}\n            ${item.requiresSalesTools ? '<li>Sales tools training and CRM setup</li>' : ''}\n        </ul>\n        \n        ${item.benefitsEligible ? `\n        <div class=\"highlight-box\">\n            <h3>\ud83c\udfe5 Benefits Information</h3>\n            <p>As a ${item.employmentType} employee, you are eligible for our comprehensive benefits package starting on <strong>${item.benefitsStartDate}</strong>. You will receive detailed information about:</p>\n            <ul style=\"margin-left: 30px; margin-top: 15px;\">\n                <li>Health, dental, and vision insurance</li>\n                <li>401(k) retirement plan with company match</li>\n                <li>Paid time off (PTO) and holidays</li>\n                <li>Life and disability insurance</li>\n                <li>Professional development opportunities</li>\n                <li>Employee wellness programs</li>\n            </ul>\n        </div>\n        ` : ''}\n        \n        <p><strong>Questions Before Your Start Date?</strong></p>\n        <p>If you have any questions or need assistance before your first day, please don't hesitate to contact our HR department:</p>\n        <p style=\"margin-left: 20px;\">\n            <strong>${item.hrContactName}</strong><br>\n            Email: ${item.hrContactEmail}<br>\n            Phone: ${item.hrContactPhone}\n        </p>\n        \n        <p>We look forward to seeing you on ${item.startDateFormatted} and watching you grow with ${item.companyName}. Welcome aboard!</p>\n        \n        <div class=\"signature-section\">\n            <p><strong>Warm regards,</strong></p>\n            <p style=\"margin-top: 20px;\">\n                <strong>${item.hrContactName}</strong><br>\n                Human Resources Department<br>\n                ${item.companyName}\n            </p>\n        </div>\n    </div>\n    \n    <div class=\"footer\">\n        <p><strong>${item.companyName}</strong> | ${item.companyAddress}</p>\n        <p>This letter is confidential and intended solely for ${item.fullName}</p>\n    </div>\n</body>\n</html>\n`;\n\nreturn { json: { ...item, welcomeLetterHtml: html } };"
},
"typeVersion": 2
},
{
"id": "226a2eab-8e84-485a-9a7b-4544c62d8196",
"name": "Build IT Setup Guide",
"type": "n8n-nodes-base.code",
"position": [
720,
196
],
"parameters": {
"jsCode": "// Generate IT Setup Instructions HTML\nconst item = $input.first().json;\n\nconst html = `\n<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n    <meta charset=\"UTF-8\">\n    <style>\n        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap');\n        * { margin: 0; padding: 0; box-sizing: border-box; }\n        body { font-family: 'Inter', sans-serif; line-height: 1.7; color: #1f2937; padding: 60px 80px; }\n        .header { text-align: center; margin-bottom: 40px; padding-bottom: 25px; border-bottom: 3px solid #8b5cf6; }\n        .doc-title { color: #6b21a8; font-size: 22px; font-weight: 600; margin-top: 15px; }\n        .section { margin-bottom: 35px; }\n        .section h2 { color: #6b21a8; font-size: 20px; font-weight: 700; margin-bottom: 15px; padding-bottom: 10px; border-bottom: 2px solid #e9d5ff; }\n        .equipment-card { background: linear-gradient(135deg, #f3e8ff 0%, #e9d5ff 100%); padding: 20px; border-radius: 10px; margin-bottom: 20px; border-left: 5px solid #8b5cf6; }\n        .equipment-card h3 { color: #6b21a8; font-size: 18px; margin-bottom: 12px; }\n        .step-box { background: #f8fafc; padding: 18px; border-radius: 8px; margin-bottom: 15px; border-left: 3px solid #8b5cf6; }\n        .step-box h4 { color: #6b21a8; font-size: 16px; margin-bottom: 10px; }\n        .credential-box { background: #fef3c7; padding: 20px; border-radius: 8px; border: 2px dashed #f59e0b; margin: 25px 0; text-align: center; }\n        .footer { margin-top: 40px; padding-top: 20px; border-top: 2px solid #e5e7eb; text-align: center; font-size: 13px; color: #6b7280; }\n    </style>\n<link rel="preload" as="image" href="https://flowpast.s3.eu-north-1.amazonaws.com/featured_blog_images/106875.webp"><link rel="preload" as="image" href="https://flowpast.s3.eu-north-1.amazonaws.com/featured_blog_images/106875.webp"></head>
\n<body>\n    <div class=\"header\">\n        <div class=\"company-name\" style=\"color: #8b5cf6; font-size: 28px; font-weight: 700;\">${item.companyName}</div>\n        <h1 class=\"doc-title\">IT Setup & Access Instructions</h1>\n        <p style=\"color: #6b7280; margin-top: 10px;\">Employee: ${item.fullName} | ID: ${item.employeeId}</p>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83d\udcbb Equipment Allocation</h2>\n        <div class=\"equipment-card\">\n            <h3>Your IT Equipment Package</h3>\n            <p style=\"margin-bottom: 15px;\">The following equipment will be ready for you on your first day:</p>\n            <ul style=\"margin-left: 25px; color: #6b21a8;\">\n                ${item.requiresITEquipment ? `\n                <li><strong>Laptop:</strong> MacBook Pro 16\" or Dell XPS 15 (your choice)</li>\n                <li><strong>External Monitor:</strong> 27\" 4K display</li>\n                <li><strong>Keyboard & Mouse:</strong> Wireless keyboard and ergonomic mouse</li>\n                <li><strong>Headset:</strong> Noise-cancelling headset for calls</li>\n                <li><strong>Laptop Stand:</strong> Adjustable ergonomic stand</li>\n                <li><strong>Docking Station:</strong> USB-C hub with multiple ports</li>\n                ` : `\n                <li><strong>Laptop:</strong> Standard business laptop (Dell Latitude)</li>\n                <li><strong>Monitor:</strong> 24\" display</li>\n                <li><strong>Keyboard & Mouse:</strong> Standard wireless set</li>\n                `}\n                <li><strong>Phone:</strong> Desk phone with voicemail setup</li>\n                <li><strong>Cables & Adapters:</strong> All necessary connectivity items</li>\n            </ul>\n            <p style=\"margin-top: 15px; color: #7c3aed;\"><strong>Equipment Pick-up:</strong> Report to IT Help Desk on ${item.officeFloor} at 9:00 AM on your first day.</p>\n        </div>\n    </div>\n\n    <div class=\"credential-box\">\n        <h3 style=\"color: #92400e; font-size: 18px; margin-bottom: 15px;\">\ud83d\udd10 Your Login Credentials</h3>\n        <p style=\"color: #78350f; font-size: 16px; margin-bottom: 10px;\"><strong>Username:</strong> ${item.firstName.toLowerCase()}.${item.lastName.toLowerCase()}@${item.companyWebsite.replace('www.', '')}</p>\n        <p style=\"color: #78350f; font-size: 16px;\"><strong>Temporary Password:</strong> Will be provided by IT on your first day</p>\n        <p style=\"color: #78350f; font-size: 13px; margin-top: 15px;\">\u26a0\ufe0f You will be required to change your password during first login</p>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83d\udd27 First Day IT Setup Steps</h2>\n        \n        <div class=\"step-box\">\n            <h4>Step 1: Computer Setup & Login</h4>\n            <p>IT technician will help you:</p>\n            <ul style=\"margin-left: 25px; margin-top: 10px;\">\n                <li>Power on and configure your laptop</li>\n                <li>Connect to company network</li>\n                <li>Log in with temporary credentials and create new password</li>\n                <li>Set up multi-factor authentication (MFA)</li>\n            </ul>\n        </div>\n        \n        <div class=\"step-box\">\n            <h4>Step 2: Email & Calendar Access</h4>\n            <p>Configure your email and calendar:</p>\n            <ul style=\"margin-left: 25px; margin-top: 10px;\">\n                <li>Access Outlook/Gmail at mail.${item.companyWebsite}</li>\n                <li>Set up email signature with your contact information</li>\n                <li>Configure calendar settings and time zone</li>\n                <li>Subscribe to department calendars</li>\n            </ul>\n        </div>\n        \n        <div class=\"step-box\">\n            <h4>Step 3: Essential Software Installation</h4>\n            <p>IT will install or provide access to:</p>\n            <ul style=\"margin-left: 25px; margin-top: 10px;\">\n                <li><strong>Microsoft Office 365:</strong> Word, Excel, PowerPoint, Teams</li>\n                <li><strong>Slack:</strong> Team communication platform</li>\n                <li><strong>Zoom:</strong> Video conferencing software</li>\n                <li><strong>VPN Client:</strong> For secure remote access</li>\n                ${item.requiresITEquipment ? `\n                <li><strong>Development Tools:</strong> IDEs, Git, Docker, etc.</li>\n                <li><strong>Database Access:</strong> Production and staging environments</li>\n                ` : ''}\n                ${item.requiresSalesTools ? `\n                <li><strong>Salesforce CRM:</strong> Customer relationship management</li>\n                <li><strong>LinkedIn Sales Navigator:</strong> Prospecting tool</li>\n                ` : ''}\n                <li><strong>Password Manager:</strong> Company-approved password vault</li>\n            </ul>\n        </div>\n        \n        <div class=\"step-box\">\n            <h4>Step 4: Network & Access Setup</h4>\n            <p>Configure network and system access:</p>\n            <ul style=\"margin-left: 25px; margin-top: 10px;\">\n                <li>Connect to WiFi network: <strong>${item.companyName}-Corporate</strong></li>\n                <li>Set up VPN for remote work access</li>\n                <li>Configure printer connections for ${item.officeFloor}</li>\n                <li>Access shared drives and department folders</li>\n                <li>Set up phone extension and voicemail (Ext: TBD by IT)</li>\n            </ul>\n        </div>\n        \n        <div class=\"step-box\">\n            <h4>Step 5: Security & Compliance</h4>\n            <p>Complete mandatory security setup:</p>\n            <ul style=\"margin-left: 25px; margin-top: 10px;\">\n                <li>Enable multi-factor authentication (MFA) on all accounts</li>\n                <li>Review and acknowledge IT security policies</li>\n                <li>Complete cybersecurity awareness training (online module)</li>\n                <li>Configure device encryption and screen lock</li>\n                <li>Install antivirus and endpoint protection software</li>\n            </ul>\n        </div>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83d\udd17 Important System Links</h2>\n        <div class=\"equipment-card\">\n            <table style=\"width: 100%;\">\n                <tr>\n                    <td style=\"padding: 10px; font-weight: 600; width: 200px;\">Employee Portal:</td>\n                    <td style=\"padding: 10px;\">portal.${item.companyWebsite}</td>\n                </tr>\n                <tr>\n                    <td style=\"padding: 10px; font-weight: 600;\">Email Access:</td>\n                    <td style=\"padding: 10px;\">mail.${item.companyWebsite}</td>\n                </tr>\n                <tr>\n                    <td style=\"padding: 10px; font-weight: 600;\">IT Help Desk:</td>\n                    <td style=\"padding: 10px;\">helpdesk.${item.companyWebsite} or ext. 4357 (HELP)</td>\n                </tr>\n                <tr>\n                    <td style=\"padding: 10px; font-weight: 600;\">VPN Portal:</td>\n                    <td style=\"padding: 10px;\">vpn.${item.companyWebsite}</td>\n                </tr>\n                <tr>\n                    <td style=\"padding: 10px; font-weight: 600;\">Password Reset:</td>\n                    <td style=\"padding: 10px;\">password.${item.companyWebsite}</td>\n                </tr>\n                <tr>\n                    <td style=\"padding: 10px; font-weight: 600;\">Learning Portal:</td>\n                    <td style=\"padding: 10px;\">training.${item.companyWebsite}</td>\n                </tr>\n            </table>\n        </div>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83d\udcde IT Support Contacts</h2>\n        <div class=\"equipment-card\">\n            <p><strong>IT Help Desk:</strong> Available Monday-Friday, 7:00 AM - 7:00 PM</p>\n            <p style=\"margin-top: 10px;\"><strong>Phone:</strong> +1234567890 (HELP)</p>\n            <p><strong>Email:</strong> ithelpdesk@${item.companyWebsite.replace('www.', '')}</p>\n            <p><strong>Slack Channel:</strong> #it-support</p>\n            <p style=\"margin-top: 15px; color: #7c3aed;\"><strong>Emergency After-Hours:</strong> +1234567890 (Critical issues only)</p>\n        </div>\n    </div>\n\n    <div class=\"section\">\n        <h2>\u26a0\ufe0f Important IT Policies</h2>\n        <ul style=\"margin-left: 25px; color: #374151;\">\n            <li style=\"margin-bottom: 8px;\">All company equipment remains property of ${item.companyName}</li>\n            <li style=\"margin-bottom: 8px;\">Never share passwords or login credentials with anyone</li>\n            <li style=\"margin-bottom: 8px;\">Report suspicious emails or security incidents immediately</li>\n            <li style=\"margin-bottom: 8px;\">Use VPN when accessing company systems remotely</li>\n            <li style=\"margin-bottom: 8px;\">Keep software and security patches up to date</li>\n            <li style=\"margin-bottom: 8px;\">Lock your computer when away from your desk</li>\n            <li style=\"margin-bottom: 8px;\">Do not install unauthorized software without IT approval</li>\n        </ul>\n    </div>\n\n    <div class=\"footer\">\n        <p><strong>${item.companyName} IT Department</strong></p>\n        <p>For technical assistance, contact IT Help Desk | ithelpdesk@${item.companyWebsite.replace('www.', '')}</p>\n    </div>\n</body>\n</html>\n`;\n\nreturn { json: { ...item, itSetupHtml: html } };"
},
"typeVersion": 2
},
{
"id": "d3a7caa0-780e-43d7-a594-640df1c28e26",
"name": "Create Benefits Handbook",
"type": "n8n-nodes-base.code",
"position": [
952,
160
],
"parameters": {
"jsCode": "// Generate Benefits Enrollment Guide HTML\nconst item = $input.first().json;\n\nconst html = `\n<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n    <meta charset=\"UTF-8\">\n    <style>\n        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap');\n        * { margin: 0; padding: 0; box-sizing: border-box; }\n        body { font-family: 'Inter', sans-serif; line-height: 1.7; color: #1f2937; padding: 60px 80px; }\n        .header { text-align: center; margin-bottom: 40px; padding-bottom: 25px; border-bottom: 3px solid #10b981; }\n        .company-name { color: #10b981; font-size: 28px; font-weight: 700; }\n        .doc-title { color: #065f46; font-size: 22px; font-weight: 600; margin-top: 15px; }\n        .section { margin-bottom: 35px; }\n        .section h2 { color: #065f46; font-size: 20px; font-weight: 700; margin-bottom: 15px; padding-bottom: 10px; border-bottom: 2px solid #d1fae5; }\n        .benefit-card { background: linear-gradient(135deg, #d1fae5 0%, #a7f3d0 100%); padding: 20px; border-radius: 10px; margin-bottom: 20px; border-left: 5px solid #10b981; }\n        .benefit-card h3 { color: #065f46; font-size: 18px; margin-bottom: 12px; }\n        .benefit-card ul { margin-left: 25px; color: #047857; }\n        .benefit-card li { margin-bottom: 8px; }\n        .important-box { background: #fef3c7; padding: 20px; border-radius: 8px; border-left: 5px solid #f59e0b; margin: 25px 0; }\n        .important-box h3 { color: #92400e; font-size: 16px; margin-bottom: 10px; }\n        .footer { margin-top: 40px; padding-top: 20px; border-top: 2px solid #e5e7eb; text-align: center; font-size: 13px; color: #6b7280; }\n    </style>\n<link rel="preload" as="image" href="https://flowpast.s3.eu-north-1.amazonaws.com/featured_blog_images/106875.webp"><link rel="preload" as="image" href="https://flowpast.s3.eu-north-1.amazonaws.com/featured_blog_images/106875.webp"></head>
\n<body>\n    <div class=\"header\">\n        <div class=\"company-name\">${item.companyName}</div>\n        <h1 class=\"doc-title\">Benefits Enrollment Guide</h1>\n        <p style=\"color: #6b7280; margin-top: 10px;\">Employee: ${item.fullName} | ID: ${item.employeeId}</p>\n    </div>\n\n    <div class=\"important-box\">\n        <h3>\u26a0\ufe0f Important Enrollment Information</h3>\n        <p><strong>Enrollment Deadline:</strong> You must complete your benefits enrollment within <strong>30 days</strong> of your start date.</p>\n        <p style=\"margin-top: 10px;\"><strong>Coverage Effective Date:</strong> ${item.benefitsStartDate}</p>\n        <p style=\"margin-top: 10px;\"><strong>Enrollment Portal:</strong> benefits.${item.companyWebsite}/enroll</p>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83c\udfe5 Health Insurance</h2>\n        <div class=\"benefit-card\">\n            <h3>Medical Coverage Options</h3>\n            <ul>\n                <li><strong>PPO Plan:</strong> Comprehensive coverage with network and out-of-network options. Premium: $150/month (employee), $400/month (family)</li>\n                <li><strong>HMO Plan:</strong> Lower cost option with network providers. Premium: $80/month (employee), $250/month (family)</li>\n                <li><strong>HDHP with HSA:</strong> High deductible plan with Health Savings Account. Premium: $50/month (employee), $180/month (family)</li>\n            </ul>\n            <p style=\"margin-top: 12px; color: #047857;\"><strong>Company Contribution:</strong> ${item.companyName} covers 80% of employee premiums and 60% of dependent premiums.</p>\n        </div>\n        \n        <div class=\"benefit-card\">\n            <h3>Dental Coverage</h3>\n            <ul>\n                <li>Preventive care covered at 100%</li>\n                <li>Basic procedures covered at 80%</li>\n                <li>Major procedures covered at 50%</li>\n                <li>Premium: $25/month (employee), $60/month (family)</li>\n            </ul>\n        </div>\n        \n        <div class=\"benefit-card\">\n            <h3>Vision Coverage</h3>\n            <ul>\n                <li>Annual eye exam covered at 100%</li>\n                <li>$150 allowance for frames or contacts</li>\n                <li>Premium: $10/month (employee), $25/month (family)</li>\n            </ul>\n        </div>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83d\udcb0 Retirement Benefits</h2>\n        <div class=\"benefit-card\">\n            <h3>401(k) Retirement Plan</h3>\n            <ul>\n                <li><strong>Eligibility:</strong> Immediate enrollment upon hire</li>\n                <li><strong>Company Match:</strong> 100% match on first 3% of salary, 50% match on next 2%</li>\n                <li><strong>Maximum Match:</strong> 4% of annual salary</li>\n                <li><strong>Vesting Schedule:</strong> Immediate vesting for employee contributions, 3-year cliff vesting for company match</li>\n                <li><strong>Investment Options:</strong> 20+ mutual funds, target-date funds, and self-directed brokerage</li>\n            </ul>\n        </div>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83c\udfd6\ufe0f Time Off Benefits</h2>\n        <div class=\"benefit-card\">\n            <h3>Paid Time Off (PTO)</h3>\n            <ul>\n                <li><strong>Vacation Days:</strong> 15 days per year (pro-rated first year)</li>\n                <li><strong>Sick Days:</strong> 10 days per year</li>\n                <li><strong>Personal Days:</strong> 3 days per year</li>\n                <li><strong>Paid Holidays:</strong> 11 federal holidays</li>\n                <li><strong>Accrual:</strong> PTO accrues bi-weekly starting from your first day</li>\n            </ul>\n        </div>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83d\udee1\ufe0f Insurance Benefits</h2>\n        <div class=\"benefit-card\">\n            <h3>Life Insurance</h3>\n            <ul>\n                <li><strong>Basic Life:</strong> 1x annual salary provided at no cost</li>\n                <li><strong>Supplemental Life:</strong> Available up to 5x annual salary (employee pays premium)</li>\n                <li><strong>Dependent Life:</strong> Optional coverage for spouse and children</li>\n            </ul>\n        </div>\n        \n        <div class=\"benefit-card\">\n            <h3>Disability Insurance</h3>\n            <ul>\n                <li><strong>Short-Term Disability:</strong> 60% of salary for up to 90 days (company paid)</li>\n                <li><strong>Long-Term Disability:</strong> 60% of salary after 90 days (company paid)</li>\n                <li><strong>Supplemental LTD:</strong> Available to increase coverage to 70% of salary</li>\n            </ul>\n        </div>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83d\udcda Additional Benefits</h2>\n        <div class=\"benefit-card\">\n            <h3>Professional Development</h3>\n            <ul>\n                <li>$2,000 annual budget for training and conferences</li>\n                <li>Tuition reimbursement up to $5,000 per year for approved programs</li>\n                <li>LinkedIn Learning access for all employees</li>\n                <li>Internal mentorship and coaching programs</li>\n            </ul>\n        </div>\n        \n        <div class=\"benefit-card\">\n            <h3>Wellness Programs</h3>\n            <ul>\n                <li>Gym membership reimbursement up to $50/month</li>\n                <li>Employee Assistance Program (EAP) for confidential counseling</li>\n                <li>Annual wellness screenings at no cost</li>\n                <li>Healthy snacks and beverages in break rooms</li>\n            </ul>\n        </div>\n        \n        <div class=\"benefit-card\">\n            <h3>Work-Life Balance</h3>\n            <ul>\n                <li>Flexible work arrangements (hybrid schedule available)</li>\n                <li>Remote work equipment allowance</li>\n                <li>Commuter benefits and transit subsidies</li>\n                <li>Employee discount programs</li>\n            </ul>\n        </div>\n    </div>\n\n    <div class=\"important-box\">\n        <h3>\ud83d\udccb Next Steps for Enrollment</h3>\n        <ol style=\"margin-left: 25px; color: #78350f;\">\n            <li style=\"margin-bottom: 8px;\">Review all benefit options carefully</li>\n            <li style=\"margin-bottom: 8px;\">Log into the benefits portal at benefits.${item.companyWebsite}/enroll</li>\n            <li style=\"margin-bottom: 8px;\">Use your employee ID (${item.employeeId}) and temporary password sent separately</li>\n            <li style=\"margin-bottom: 8px;\">Complete enrollment by selecting your coverage options</li>\n            <li style=\"margin-bottom: 8px;\">Designate beneficiaries for life insurance and 401(k)</li>\n            <li style=\"margin-bottom: 8px;\">Submit enrollment before deadline: ${item.benefitsStartDate}</li>\n        </ol>\n        <p style=\"margin-top: 15px; color: #78350f;\"><strong>Questions?</strong> Contact HR at ${item.hrContactEmail} or ${item.hrContactPhone}</p>\n    </div>\n\n    <div class=\"footer\">\n        <p><strong>${item.companyName} Benefits Department</strong></p>\n        <p>This guide provides a summary of benefits. Refer to official plan documents for complete details.</p>\n    </div>\n</body>\n</html>\n`;\n\nreturn { json: { ...item, benefitsGuideHtml: html } };"
},
"typeVersion": 2
},
{
"id": "fa808c15-970b-4570-82a0-6cda86d3e702",
"name": "Generate HR Forms",
"type": "n8n-nodes-base.code",
"position": [
950,
388
],
"parameters": {
"jsCode": "// Generate Emergency Contact & Direct Deposit Forms HTML\nconst item = $input.first().json;\n\nconst html = `\n<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n    <meta charset=\"UTF-8\">\n    <style>\n        @import url('https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap');\n        * { margin: 0; padding: 0; box-sizing: border-box; }\n        body { font-family: 'Inter', sans-serif; line-height: 1.7; color: #1f2937; padding: 60px 80px; }\n        .header { text-align: center; margin-bottom: 40px; padding-bottom: 25px; border-bottom: 3px solid #ef4444; }\n        .doc-title { color: #991b1b; font-size: 22px; font-weight: 600; margin-top: 15px; }\n        .section { margin-bottom: 40px; page-break-inside: avoid; }\n        .section h2 { color: #991b1b; font-size: 20px; font-weight: 700; margin-bottom: 20px; padding-bottom: 10px; border-bottom: 2px solid #fecaca; }\n        .form-table { width: 100%; border-collapse: collapse; margin-bottom: 25px; }\n        .form-table td { padding: 15px; border: 2px solid #e5e7eb; }\n        .form-table td:first-child { background: #f9fafb; font-weight: 600; width: 200px; }\n        .signature-line { border-bottom: 2px solid #1f2937; width: 300px; display: inline-block; margin: 0 10px; }\n        .checkbox { display: inline-block; width: 20px; height: 20px; border: 2px solid #1f2937; margin-right: 10px; vertical-align: middle; }\n        .info-box { background: #fef3c7; padding: 20px; border-radius: 8px; border-left: 5px solid #f59e0b; margin: 20px 0; }\n        .footer { margin-top: 50px; padding-top: 20px; border-top: 2px solid #e5e7eb; font-size: 12px; color: #6b7280; }\n    </style>\n<link rel="preload" as="image" href="https://flowpast.s3.eu-north-1.amazonaws.com/featured_blog_images/106875.webp"><link rel="preload" as="image" href="https://flowpast.s3.eu-north-1.amazonaws.com/featured_blog_images/106875.webp"></head>
\n<body>\n    <div class=\"header\">\n        <div style=\"color: #ef4444; font-size: 28px; font-weight: 700;\">${item.companyName}</div>\n        <h1 class=\"doc-title\">Emergency Contact & Direct Deposit Authorization</h1>\n        <p style=\"color: #6b7280; margin-top: 10px;\">Employee: ${item.fullName} | ID: ${item.employeeId}</p>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83d\udea8 Emergency Contact Information</h2>\n        <p style=\"margin-bottom: 20px;\">Please provide contact information for individuals to be notified in case of an emergency. List at least two emergency contacts.</p>\n        \n        <h3 style=\"color: #991b1b; font-size: 18px; margin: 25px 0 15px 0;\">Primary Emergency Contact</h3>\n        <table class=\"form-table\">\n            <tr>\n                <td>Full Name:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Relationship:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Primary Phone:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Secondary Phone:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Email Address:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Home Address:</td>\n                <td> </td>\n            </tr>\n        </table>\n        \n        <h3 style=\"color: #991b1b; font-size: 18px; margin: 25px 0 15px 0;\">Secondary Emergency Contact</h3>\n        <table class=\"form-table\">\n            <tr>\n                <td>Full Name:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Relationship:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Primary Phone:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Secondary Phone:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Email Address:</td>\n                <td> </td>\n            </tr>\n        </table>\n    </div>\n\n    <div style=\"page-break-before: always;\"></div>\n\n    <div class=\"section\">\n        <h2>\ud83d\udcb0 Direct Deposit Authorization</h2>\n        <p style=\"margin-bottom: 20px;\">Complete this form to have your paycheck directly deposited into your bank account(s). Direct deposit is mandatory for all employees.</p>\n        \n        <div class=\"info-box\">\n            <p><strong>\u26a0\ufe0f Important:</strong> Please attach a voided check or bank letter confirming your account details. Direct deposit will be activated within 1-2 pay cycles.</p>\n        </div>\n        \n        <h3 style=\"color: #991b1b; font-size: 18px; margin: 25px 0 15px 0;\">Primary Account (Required)</h3>\n        <table class=\"form-table\">\n            <tr>\n                <td>Bank Name:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Account Type:</td>\n                <td>\n                    <span class=\"checkbox\"></span> Checking\n                    <span style=\"margin-left: 30px;\" class=\"checkbox\"></span> Savings\n                </td>\n            </tr>\n            <tr>\n                <td>Routing Number:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Account Number:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Deposit Amount:</td>\n                <td>\n                    <span class=\"checkbox\"></span> Entire Net Pay\n                    <span style=\"margin-left: 20px;\" class=\"checkbox\"></span> Fixed Amount: $<span class=\"signature-line\" style=\"width: 150px;\"></span>\n                    <span style=\"margin-left: 20px;\" class=\"checkbox\"></span> Percentage: <span class=\"signature-line\" style=\"width: 80px;\"></span>%\n                </td>\n            </tr>\n        </table>\n        \n        <h3 style=\"color: #991b1b; font-size: 18px; margin: 25px 0 15px 0;\">Secondary Account (Optional)</h3>\n        <table class=\"form-table\">\n            <tr>\n                <td>Bank Name:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Account Type:</td>\n                <td>\n                    <span class=\"checkbox\"></span> Checking\n                    <span style=\"margin-left: 30px;\" class=\"checkbox\"></span> Savings\n                </td>\n            </tr>\n            <tr>\n                <td>Routing Number:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Account Number:</td>\n                <td> </td>\n            </tr>\n            <tr>\n                <td>Deposit Amount:</td>\n                <td>\n                    <span class=\"checkbox\"></span> Remaining Balance\n                    <span style=\"margin-left: 20px;\" class=\"checkbox\"></span> Fixed Amount: $<span class=\"signature-line\" style=\"width: 150px;\"></span>\n                    <span style=\"margin-left: 20px;\" class=\"checkbox\"></span> Percentage: <span class=\"signature-line\" style=\"width: 80px;\"></span>%\n                </td>\n            </tr>\n        </table>\n    </div>\n\n    <div class=\"section\">\n        <h2>\u270d\ufe0f Authorization and Signature</h2>\n        <p style=\"margin-bottom: 25px;\">I hereby authorize ${item.companyName} to initiate credit entries and to initiate, if necessary, debit entries and adjustments for any credit entries made in error to my account(s) indicated above. I acknowledge that the origination of ACH transactions to my account must comply with the provisions of U.S. law. This authority will remain in effect until I notify ${item.companyName} in writing to cancel it in such time as to afford ${item.companyName} a reasonable opportunity to act on it.</p>\n        \n        <div style=\"margin-top: 50px;\">\n            <table style=\"width: 100%;\">\n                <tr>\n                    <td style=\"width: 50%; padding-right: 20px;\">\n                        <p style=\"margin-bottom: 10px;\"><strong>Employee Signature:</strong></p>\n                        <div class=\"signature-line\" style=\"width: 100%; margin: 0;\"></div>\n                    </td>\n                    <td style=\"width: 50%; padding-left: 20px;\">\n                        <p style=\"margin-bottom: 10px;\"><strong>Date:</strong></p>\n                        <div class=\"signature-line\" style=\"width: 100%; margin: 0;\"></div>\n                    </td>\n                </tr>\n            </table>\n        </div>\n        \n        <div style=\"margin-top: 40px;\">\n            <table style=\"width: 100%;\">\n                <tr>\n                    <td style=\"width: 50%; padding-right: 20px;\">\n                        <p style=\"margin-bottom: 10px;\"><strong>Print Name:</strong></p>\n                        <p style=\"border-bottom: 2px solid #1f2937; padding: 10px;\">${item.fullName}</p>\n                    </td>\n                    <td style=\"width: 50%; padding-left: 20px;\">\n                        <p style=\"margin-bottom: 10px;\"><strong>Employee ID:</strong></p>\n                        <p style=\"border-bottom: 2px solid #1f2937; padding: 10px;\">${item.employeeId}</p>\n                    </td>\n                </tr>\n            </table>\n        </div>\n    </div>\n\n    <div class=\"section\">\n        <h2>\ud83d\udccb Required Documents Checklist</h2>\n        <p style=\"margin-bottom: 15px;\">Please ensure you submit the following with this form:</p>\n        <div style=\"margin-left: 20px;\">\n            <p style=\"margin-bottom: 12px;\"><span class=\"checkbox\"></span> Voided check or bank letter for primary account</p>\n            <p style=\"margin-bottom: 12px;\"><span class=\"checkbox\"></span> Voided check or bank letter for secondary account (if applicable)</p>\n            <p style=\"margin-bottom: 12px;\"><span class=\"checkbox\"></span> Copy of government-issued photo ID</p>\n            <p style=\"margin-bottom: 12px;\"><span class=\"checkbox\"></span> Social Security card or proof of work eligibility</p>\n        </div>\n    </div>\n\n    <div class=\"footer\">\n        <p><strong>For HR Use Only</strong></p>\n        <p style=\"margin-top: 10px;\">Received by: _______________ Date: _______________ Processed by: _______________ Date: _______________</p>\n        <p style=\"margin-top: 15px;\"><strong>${item.companyName} Human Resources Department</strong></p>\n        <p>Please return completed form to: ${item.hrContactEmail} or submit in person to HR on ${item.officeFloor}</p>\n    </div>\n</body>\n</html>\n`;\n\nreturn { json: { ...item, formsHtml: html } };"
},
"typeVersion": 2
},
{
"id": "e48326eb-583a-459c-aa67-6ab968647c86",
"name": "Assemble Document List",
"type": "n8n-nodes-base.code",
"position": [
700,
430
],
"parameters": {
"jsCode": "// Merge all HTML documents and convert references\nconst item = $input.first().json;\n\n// Collect all generated HTML documents\nconst documents = [\n  { name: 'Welcome_Letter', html: item.welcomeLetterHtml, order: 1 },\n  { name: 'Benefits_Guide', html: item.benefitsGuideHtml, order: 2 },\n  { name: 'IT_Setup_Instructions', html: item.itSetupHtml, order: 3 },\n  { name: 'Emergency_Contact_Direct_Deposit_Forms', html: item.formsHtml, order: 4 }\n];\n\n// Sort by order\ndocuments.sort((a, b) => a.order - b.order);\n\n// Return array of documents for PDF conversion\nreturn documents.map(doc => ({\n  json: {\n    ...item,\n    documentName: doc.name,\n    documentHtml: doc.html,\n    fileName: `${doc.order}_${doc.name}_${item.employeeId}.pdf`\n  }\n}));"
},
"typeVersion": 2
},
{
"id": "e65fa7da-e2b4-4b11-bca8-7af1fc509a4f",
"name": "Map HTML Content",
"type": "n8n-nodes-base.set",
"position": [
470,
372
],
"parameters": {
"options": [],
"assignments": {
"assignments": [
{
"id": "html_content",
"name": "html",
"type": "string",
"value": "={{ $json.documentHtml }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "c503a37f-8e9d-470a-bbc4-0a1df8ef5124",
"name": "Render PDF Files",
"type": "n8n-nodes-htmlcsstopdf.htmlcsstopdf",
"position": [
230,
420
],
"parameters": [],
"typeVersion": 1
},
{
"id": "54118929-529f-4bd0-a3b6-fa1d01e66c46",
"name": "Archive to Drive",
"type": "n8n-nodes-base.googleDrive",
"position": [
0,
382
],
"parameters": {
"name": "={{ $json.fileName }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": [],
"folderId": {
"__rl": true,
"mode": "list",
"value": "root"
}
},
"typeVersion": 3
},
{
"id": "b0a438e5-b226-422f-96b7-7be923ea8dd0",
"name": "Combine Document Files",
"type": "n8n-nodes-base.aggregate",
"position": [
0,
628
],
"parameters": {
"options": [],
"fieldsToAggregate": {
"fieldToAggregate": [
[]
]
}
},
"typeVersion": 1
},
{
"id": "e35ed48b-be50-43f5-95f2-1a666efbb74e",
"name": "Craft Email Package",
"type": "n8n-nodes-base.code",
"position": [
250,
665
],
"parameters": {
"jsCode": "// Prepare email with all document attachments\nconst items = $input.all();\n\nif (items.length === 0) {\n  throw new Error('No documents to send');\n}\n\n// Get employee info from first item\nconst employeeData = items[0].json;\n\n// Collect all PDF data\nconst attachments = items.map(item => ({\n  name: item.json.fileName,\n  data: item.binary?.data?.data || '',\n  type: 'application/pdf'\n}));\n\nconst emailBody = `\nDear ${employeeData.fullName},\n\nWelcome to ${employeeData.companyName}! We're excited to have you join our team as ${employeeData.jobTitle} in the ${employeeData.department} department.\n\nYour start date is ${employeeData.startDateFormatted}. Please find attached your complete onboarding document package, which includes:\n\n1. Welcome Letter - Important first-day information and what to bring\n2. Benefits Enrollment Guide - Comprehensive overview of your benefits options\n3. IT Setup Instructions - Technology equipment and access details\n4. Forms Package - Emergency contact and direct deposit authorization forms\n\nIMPORTANT ACTION ITEMS:\n\u2022 Review all attached documents before your start date\n\u2022 Complete and bring signed forms on your first day\n\u2022 Prepare direct deposit information (voided check or bank letter)\n\u2022 List your emergency contacts\n\u2022 Note your reporting time and location\n\nYour First Day:\n\u2022 Date: ${employeeData.startDateFormatted}\n\u2022 Time: 9:00 AM\n\u2022 Location: ${employeeData.location}\n\u2022 Report to: Reception on ${employeeData.officeFloor}\n\u2022 Dress Code: ${employeeData.dressCode}\n\nIf you have any questions before your start date, please don't hesitate to contact:\n\n${employeeData.hrContactName}\n${employeeData.hrContactEmail}\n${employeeData.hrContactPhone}\n\nWe look forward to welcoming you to the ${employeeData.companyName} team!\n\nBest regards,\n${employeeData.hrContactName}\nHuman Resources Department\n${employeeData.companyName}\n`;\n\nreturn [{\n  json: {\n    ...employeeData,\n    emailTo: employeeData.email,\n    emailSubject: `Welcome to ${employeeData.companyName} - Your Onboarding Package`,\n    emailBody: emailBody,\n    documentCount: attachments.length,\n    attachments: attachments\n  }\n}];"
},
"typeVersion": 2
},
{
"id": "f7d804ae-ee0d-4ec4-af4f-838468b696e1",
"name": "Dispatch Employee Email",
"type": "n8n-nodes-base.gmail",
"position": [
480,
620
],
"webhookId": "onboarding-email",
"parameters": {
"options": []
},
"typeVersion": 2.1
},
{
"id": "0d50f60b-f47c-4535-bd49-83ae0dbb5041",
"name": "Record HR Activity",
"type": "n8n-nodes-base.code",
"position": [
720,
670
],
"parameters": {
"jsCode": "// Log onboarding package in HR system\nconst item = $input.first().json;\n\nconst hrSystemLog = {\n  employeeId: item.employeeId,\n  fullName: item.fullName,\n  email: item.email,\n  jobTitle: item.jobTitle,\n  department: item.department,\n  startDate: item.startDate,\n  employmentType: item.employmentType,\n  \n  // Onboarding package details\n  documentPackId: item.documentPackId,\n  documentsGenerated: item.documentCount,\n  generatedAt: item.generatedAt,\n  sentAt: new Date().toISOString(),\n  \n  // Document tracking\n  documents: [\n    { name: 'Welcome Letter', status: 'Sent', requiresSignature: false },\n    { name: 'Benefits Guide', status: 'Sent', requiresSignature: false },\n    { name: 'IT Setup Instructions', status: 'Sent', requiresSignature: false },\n    { name: 'Emergency Contact Form', status: 'Sent', requiresSignature: true, dueDate: item.startDate },\n    { name: 'Direct Deposit Form', status: 'Sent', requiresSignature: true, dueDate: item.startDate }\n  ],\n  \n  // Completion tracking\n  completionStatus: {\n    documentsReceived: true,\n    formsCompleted: false,\n    benefitsEnrolled: false,\n    itSetupComplete: false,\n    onboardingComplete: false\n  },\n  \n  // Manager and HR info\n  managerName: item.managerName,\n  managerEmail: item.managerEmail,\n  hrContact: item.hrContactName,\n  \n  // Benefits eligibility\n  benefitsEligible: item.benefitsEligible,\n  benefitsStartDate: item.benefitsStartDate,\n  \n  // IT requirements\n  requiresITEquipment: item.requiresITEquipment,\n  requiresManagementTraining: item.requiresManagementTraining,\n  requiresSalesTools: item.requiresSalesTools,\n  \n  // API integration\n  apiEndpoint: 'https://api.yourhrsystem.com/onboarding',\n  apiMethod: 'POST',\n  \n  // Activity log\n  activityLog: [\n    {\n      timestamp: new Date().toISOString(),\n      action: 'Onboarding Package Generated',\n      user: 'System',\n      details: `Generated ${item.documentCount} documents for ${item.fullName}`\n    },\n    {\n      timestamp: new Date().toISOString(),\n      action: 'Documents Sent',\n      user: 'System',\n      details: `Sent onboarding package to ${item.email}`\n    }\n  ]\n};\n\nreturn {\n  json: {\n    ...item,\n    hrSystemLog: hrSystemLog,\n    loggedAt: new Date().toISOString()\n  }\n};"
},
"typeVersion": 2
},
{
"id": "3980cdd0-e4e8-4fac-a57d-0cbe32a776d8",
"name": "Alert HR Channel",
"type": "n8n-nodes-base.httpRequest",
"position": [
950,
635
],
"parameters": {
"url": "https://hooks.slack.com/services/[CONFIGURE_YOUR_TOKEN]",
"options": [],
"jsonBody": "={\n  \"text\": \"\ud83d\udc4b New Employee Onboarding Package Sent\",\n  \"blocks\": [\n    {\n      \"type\": \"section\",\n      \"text\": {\n        \"type\": \"mrkdwn\",\n        \"text\": \"*\ud83d\udc4b Onboarding Package Delivered*\\n\\n*Employee:* {{ $json.fullName }}\\n*ID:* {{ $json.employeeId }}\\n*Position:* {{ $json.jobTitle }}\\n*Department:* {{ $json.department }}\\n*Start Date:* {{ $json.startDateFormatted }}\\n*Email:* {{ $json.email }}\\n\\n*Documents Sent:*\\n\u2022 Welcome Letter\\n\u2022 Benefits Enrollment Guide\\n\u2022 IT Setup Instructions\\n\u2022 Emergency Contact & Direct Deposit Forms\\n\\n*Manager:* {{ $json.managerName }} ({{ $json.managerEmail }})\\n\\n\u2705 All documents archived in employee folder\"\n      }\n    }\n  ]\n}",
"sendBody": true,
"specifyBody": "json"
},
"typeVersion": 4.1
}
],
"pinData": [],
"connections": {
"Archive to Drive": {
"main": [
[
{
"node": "Combine Document Files",
"type": "main",
"index": 0
}
]
]
},
"Render PDF Files": {
"main": [
[
{
"node": "Archive to Drive",
"type": "main",
"index": 0
}
]
]
},
"Generate HR Forms": {
"main": [
[
{
"node": "Assemble Document List",
"type": "main",
"index": 0
}
]
]
},
"Map HTML Content": {
"main": [
[
{
"node": "Render PDF Files",
"type": "main",
"index": 0
}
]
]
},
"Incoming Webhook Start": {
"main": [
[
{
"node": "Validate and Enhance Data",
"type": "main",
"index": 0
}
]
]
},
"Record HR Activity": {
"main": [
[
{
"node": "Alert HR Channel",
"type": "main",
"index": 0
}
]
]
},
"Dispatch Employee Email": {
"main": [
[
{
"node": "Record HR Activity",
"type": "main",
"index": 0
}
]
]
},
"Craft Email Package": {
"main": [
[
{
"node": "Dispatch Employee Email",
"type": "main",
"index": 0
}
]
]
},
"Assemble Document List": {
"main": [
[
{
"node": "Map HTML Content",
"type": "main",
"index": 0
}
]
]
},
"Validate and Enhance Data": {
"main": [
[
{
"node": "Compose Welcome Letter",
"type": "main",
"index": 0
}
]
]
},
"Combine Document Files": {
"main": [
[
{
"node": "Craft Email Package",
"type": "main",
"index": 0
}
]
]
},
"Create Benefits Handbook": {
"main": [
[
{
"node": "Generate HR Forms",
"type": "main",
"index": 0
}
]
]
},
"Build IT Setup Guide": {
"main": [
[
{
"node": "Create Benefits Handbook",
"type": "main",
"index": 0
}
]
]
},
"Compose Welcome Letter": {
"main": [
[
{
"node": "Build IT Setup Guide",
"type": "main",
"index": 0
}
]
]
}
},
"versionId": null
}