Onboarding Automation System

An automated employee onboarding platform powered by Boltic workflows and AI agents.

🏗️ Architecture

This system consists of three main components:

• React Web App - Token-based dashboards for new hires, HR, and managers
• Node.js Backend - REST API with Boltic integration
• Boltic Platform - Workflows for automation and AI agent for support

📁 Project Structure

root/
├── client/          # React + Tailwind frontend
├── server/          # Node.js + Express backend
├── workflows/       # Boltic documentation and configurations
└── README.md

🚀 Getting Started

Prerequisites

• Node.js 18+ and npm
• Boltic account with API credentials

Installation

1. Clone the repository

cd Topboardai

2. Setup Backend

cd server
npm install

Create a .env file and add your Boltic credentials:

PORT=5000
NODE_ENV=development
BOLTIC_API_KEY=your_api_key_here
BOLTIC_WORKSPACE_ID=your_workspace_id

3. Setup Frontend

cd ../client
npm install

Running Locally

Start Backend (Terminal 1):

cd server
npm run dev

Server will run on http://localhost:5000

Start Frontend (Terminal 2):

cd client
npm run dev

Frontend will run on http://localhost:3000

📋 Phase 1 - Core New-Hire Auto-Sync

Goal

HR creates new hire → system auto-syncs → onboarding tasks created → welcome email sent

Features

• New hire creation via HR dashboard
• Automatic onboarding task generation
• Boltic workflow integration
• Welcome email automation

🔗 Boltic Integration

All automation workflows are managed through the Boltic platform:

1. Welcome Email Workflow - Triggered on new hire creation
2. Progress Monitoring - Checks task completion status
3. Completion Celebration - Sends congratulations on completion
4. AI FAQ Chatbot - Answers onboarding questions

🛠️ Tech Stack

Frontend

• React 18 with TypeScript
• Tailwind CSS
• Vite

Backend

• Node.js
• Express
• Boltic Tables (Database)

Automation

• Boltic Workflows
• Boltic AI Agent

📝 API Endpoints (Planned)

POST   /api/new-hire              # Create new hire + trigger Boltic
POST   /api/auth/token            # Verify token
GET    /api/tasks/:employeeId     # Get onboarding tasks
PUT    /api/tasks/:id/complete    # Mark task complete
PUT    /api/extend-access/:id     # Extend token access
POST   /webhooks/boltic           # Receive Boltic notifications

🗄️ Database Schema (Planned)

employees

• id, name, email, role, start_date
• token, token_expiry, manager_id

onboarding_tasks

• id, employee_id, title, day
• link, completed, completed_at

progress_logs

• employee_id, timestamp, action

📦 Development Status

✅ Step 1: Project Structure Setup - Complete

• React app with Tailwind CSS
• Express backend with basic server
• Environment configuration

🔄 Next Steps:

• Waiting for further instructions...

🤝 Contributing

This project is built incrementally. Each phase will be implemented step-by-step based on requirements.

📄 License

ISC