Onboarding Workflow Skill Skill

Onboarding Workflow Skill

Overview

The Onboarding Workflow skill provides capabilities for automating and managing employee onboarding processes. This skill enables role-specific checklists, preboarding communications, 30-60-90 day plans, and comprehensive onboarding effectiveness measurement.

Capabilities

Onboarding Checklist Generation

Generate role-specific onboarding checklists
Create department-specific requirements
Build compliance training schedules
Configure equipment and access requests
Set up documentation requirements

Preboarding Communications

Create preboarding communication sequences
Send welcome messages and information packets
Coordinate Day 1 logistics
Share company culture materials
Provide manager introduction communications

30-60-90 Day Planning

Build 30-60-90 day plans by position type
Create milestone definitions
Set learning objectives
Define performance expectations
Schedule checkpoint meetings

Task Tracking

Track onboarding task completion and milestones
Monitor progress against timelines
Send reminder notifications
Generate completion reports
Identify at-risk new hires

IT Provisioning

Generate IT provisioning requests
Configure system access workflows
Track equipment delivery
Manage software license assignments
Coordinate security badge access

Buddy/Mentor Programs

Create buddy/mentor assignment workflows
Match new hires with appropriate mentors
Track buddy program engagement
Generate conversation guides
Measure mentorship effectiveness

Effectiveness Measurement

Measure onboarding effectiveness metrics
Track time to productivity
Survey new hire satisfaction
Calculate onboarding ROI
Benchmark against best practices

Usage

Onboarding Plan Generation

const onboardingConfig = {
  employee: {
    name: 'John Smith',
    role: 'Software Engineer',
    department: 'Engineering',
    manager: 'Jane Doe',
    startDate: '2026-02-01',
    location: 'Remote'
  },
  components: {
    preboarding: true,
    firstDay: true,
    firstWeek: true,
    thirtyDayPlan: true,
    sixtyDayPlan: true,
    ninetyDayPlan: true
  },
  integrations: {
    hris: 'Workday',
    itTicketing: 'ServiceNow',
    lms: 'Cornerstone'
  }
};

30-60-90 Day Template

const planTemplate = {
  role: 'Product Manager',
  milestones: {
    day30: [
      'Complete all compliance training',
      'Meet with all key stakeholders',
      'Understand product roadmap',
      'Shadow customer calls'
    ],
    day60: [
      'Own first feature specification',
      'Lead sprint planning meeting',
      'Present market analysis',
      'Complete product training'
    ],
    day90: [
      'Launch first feature',
      'Establish KPI dashboard',
      'Complete performance goals',
      'Full role independence'
    ]
  }
};

Process Integration

This skill integrates with the following HR processes:

| Process | Integration Points | |---------|-------------------| | employee-onboarding-program.js | Full onboarding workflow | | full-cycle-recruiting.js | Handoff from recruiting |

Best Practices

Start Early: Begin preboarding before Day 1
Role Customization: Tailor onboarding to specific roles
Manager Involvement: Ensure managers are active participants
Feedback Loops: Gather feedback at multiple checkpoints
Buddy System: Assign peers for informal support
Clear Milestones: Define success criteria at each stage

Metrics and KPIs

| Metric | Description | Target | |--------|-------------|--------| | Time to Productivity | Days to full role capability | Role-dependent | | New Hire NPS | Onboarding experience score | >50 | | Task Completion Rate | Checklist items completed on time | >90% | | 90-Day Retention | New hires remaining at 90 days | >95% | | Manager Satisfaction | Manager rating of onboarding | >4/5 |

Related Skills

SK-001: ATS Integration (recruiting handoff)
SK-015: Benefits Enrollment (benefits onboarding)

Agent Skills: Onboarding Workflow Skill

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