The problem
Employees repeatedly entered the same information across onboarding forms. HR also spent time explaining form fields and safety information. The reported process took about 30 minutes per employee.
My role
My contribution
Defined product needs, requirements and business rules; configured the agent workflow; tested edge cases; documented issues and collected user feedback.
Team contribution
Customer Success partnered on configuration and iteration, and deployed the system. HR retains the final information check.
Approach & evidence
Submit once
Defined one pre-hire Google Form and mapped required fields and rules, reducing repeated information entry.
Match the fields
Configured the agent to read employee ID and SSN fields and match submitted information to the required forms. No employee records or identity documents are displayed in this portfolio.
Keep HR in control
HR reviews extracted details, chooses the required forms and makes final edits before generation. Employee signature fields are marked; company and HR signature fields stay blank.
Generate and improve
Generate and download the selected documents after review. Testing found unreliable checkbox recognition, including marital status. I shared examples and iterated with Customer Success.
What the results show
Reported processing-time improvement, not an independently repeated benchmark. Human review remains part of the workflow. My contribution and the Customer Success deployment role are reported separately.
Explore further
Explore the public project or contact me about the requirements and testing work.