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Case Study Trades & Construction Employee Onboarding

Form submitted.
Employee in Xero. Done.

Atlas Scaffolding was manually re-entering every new employee's onboarding form into Xero. We connected Appenate to Xero through Make.com - now the moment a form is submitted, the employee record is created automatically, compliance is checked, and the right people are notified.

Client

Atlas Scaffolding

Industry

Trades & Construction

Tools Used

Make.com Appenate Xero

0

Manual re-entry steps
required

Instant

Xero record created on
form submission

Automatic

QLeave compliance
check on every hire

The Problem

Every new hire meant someone
entering the same data twice.

Every time Atlas Scaffolding brought on a new employee, someone had to take the completed onboarding form and manually re-enter all of that information into Xero. For a trades business regularly hiring site workers, this was a repetitive, time-consuming task that pulled admin staff away from more important work.

On top of the wasted time, every manual re-entry was a chance for an error - and QLeave status wasn't being checked consistently, creating a compliance risk on every new hire.

The Solution

Form submitted. Xero updated.
Compliance checked. Done.

We built an automated onboarding workflow triggered the moment a new employee form is submitted in Appenate. Make.com picks up the submission and handles everything from there - no manual steps, no delays, no double-entry.

The automation also checks whether the new employee has a QLeave number. If they don't, an automatic email fires to the admin team flagging that a QLeave account needs to be set up - so nothing falls through the cracks.

What happens automatically

1

Appenate form submission received

2

Employee record created in Xero

3

QLeave number checked automatically

4

Admin alerted if QLeave action needed

Notifications sent, employee fully onboarded

How It Works

Five steps. Zero admin.

1

New employee completes their onboarding form in Appenate

On any device, on-site or in the office. The form collects all required employee details.

2

Make.com triggers instantly on submission

The moment the form is submitted, Make.com picks it up and extracts all the employee data - no delay, no manual trigger required.

3

New employee record created in Xero

All relevant details are populated automatically in Xero. No copy-paste, no re-entry, no errors from transcription.

4

QLeave number checked automatically

The automation checks whether the new employee has a QLeave number. If they don't, an automatic email is sent to admin flagging that a QLeave account needs to be created - every single time, without fail.

5

Notifications and documents sent to the right people

The appropriate team members are notified and relevant documents are distributed to complete the onboarding process.

Under the Hood

The Make.com automation in action

The workflow handles success and failure paths separately - Xero record creation, tax detail updates, QLeave checking, and email notifications all branch off the central router.

Make.com automation workflow for Atlas Scaffolding employee onboarding showing Appenate webhook, Xero employee creation, QLeave check, and email notification branches

Make.com scenario - Appenate webhook to Xero, with QLeave check and notification branches

The Results

Before and after.

Before

Form filled, then manually entered into Xero

duplicate work on every single hire

Admin time on data re-entry

pulling staff away from higher-value work

Delays between form and system update

records lagged behind reality

QLeave checked manually, or forgotten

compliance risk on every new hire

After

Form submitted, Xero updated instantly

zero re-entry required

Zero admin time on duplicate data entry

staff freed for work that actually matters

Same-moment processing

Xero is accurate from the moment they sign

Automatic QLeave check, every time

instant admin alert if action is needed

The Impact

A clean, reliable onboarding process
that runs without anyone touching it.

Atlas Scaffolding now has a hiring process that works the same way every time - whether they bring on one person or ten. New employees are in Xero from the moment their form is submitted, QLeave compliance is checked automatically, and the right people are notified straight away. The paperwork bottleneck is gone.