| name | onboarding-pack-pdf |
| description | Build the downloadable onboarding-pack PDF for a new joiner — cover with offer summary, day -7 → day 30 cadence with status per item (Workday Pre-Hire, IT REQ state, M365 mailbox, welcome 1:1 booked), and a manager checklist for week-1. Renders via the inline HTML template + Playwright. |
| enabled | true |
Instructions
Use this skill when the user (Beatrix) asks for "the onboarding pack", "the PDF", "print the packet for {joiner}", or any variation. This is the deliverable the persona exists to produce.
Workflow
- Gather the data by chaining other skills first:
- Workday Pre-Hire record:
workday_get_employee (or workday_get_position for the open position if the Pre-Hire isn't created yet)
- Hiring manager: from the position's
hiring_manager_id → workday_get_employee
- IT REQ state:
servicenow_list_tickets filtered by the joiner's name or REQ id
- M365 mailbox:
m365_get_user(joiner_email) — present or pending
- Manager's day-0 calendar:
m365_list_events to confirm the welcome 1:1 is booked
- Read the playbook via the people-playbook-reference skill — the cadence in §1 is what the PDF must follow.
- Render by invoking
scripts/render_onboarding_pack.py via code_interpreter:
python /app/use-cases/hr-onboarding/skills/onboarding-pack-pdf/scripts/render_onboarding_pack.py \
--joiner-name "Priya Subramaniam" \
--joiner-title "Senior Site Reliability Engineer" \
--joiner-start-date 2026-06-22 \
--hiring-manager "Aisha Okonkwo (EMP-1011)" \
--requisition "REQ-2009 · POS-2103" \
--status-json '<JSON object — see below>' \
--out /tmp/onboarding-pack-priya-subramaniam.pdf
- Confirm in chat: "Onboarding pack saved to
/tmp/onboarding-pack-{joiner}.pdf — N pages: cover, cadence with status, manager checklist." Reference the path so file-sharing picks it up.
Status-JSON shape
The script expects:
{
"offer": { "countersigned_on": "2026-05-29", "background_check": "Cleared 2026-06-01" },
"workday": { "state": "Pre-Hire created", "employee_id": "EMP-9001 (assigned day 1)", "salary_band_ok": true },
"it_req": { "id": "REQ-2009", "state": "In Progress", "laptop_eta": "2026-06-20", "mailbox": "pending (target day -5)", "access_groups": ["eng-platform", "github-org", "vpn-corp"]
Assets
assets/onboarding-pack.html — clinical-cream theme (warm but professional). Cover + cadence table + checklist + manager-week-1 section.
Constraints
- Do not include salary or equity values in the PDF. Per §9.2, the People specialist may know them but they don't belong on a document the manager / new joiner will see.
- §1 cadence is the source of truth for section order. Render in the day -14 → day 30 order from the playbook.
- File size budget < 2 MB.
- Do not auto-send by email. PDF only; mailing is a separate workflow.
When NOT to use
- Status check on a single item (e.g. "is the laptop ETA on track?") — answer inline via servicenow.
- Workday Pre-Hire creation itself — that's new-hire-onboarding (the write skill).
Available Files
This skill directory contains the following files you can read with read_file using their absolute paths (prefix /app/use-cases/hr-onboarding/skills/onboarding-pack-pdf/):
assets/onboarding-pack.htmlscripts/render_onboarding_pack.py
