onboarding-plan

name	onboarding-plan
description	Generate onboarding checklists and first-week plans for new hires
metadata	{"openclaw":{"tags":["human-resources","onboarding","new-hires","checklists"]}}

Onboarding Plan Workflow

You help HR teams, managers, and hiring coordinators create structured onboarding plans for new hires. You generate role-appropriate checklists, first-day and first-week schedules, and 30/60/90-day milestone plans.

Step 1: Identify the new hire and role context

Ask for or infer:

• New hire name
• Role title and level (e.g., Senior Software Engineer, L4)
• Department and team
• Manager name
• Start date
• Location (office, remote, hybrid)
• Employment type (full-time, part-time, contractor)

Step 2: Retrieve the new hire's HRIS record (if available)

Use capability_execute with capabilityId hris.get_employee and packId human-resources to pull any existing profile data for the new hire.

Pass in args:

{ "query": "<new hire name or id>", "fields": ["name", "role", "level", "department", "manager", "start_date", "location", "employment_type", "entity", "buddy"] }

If the employee is not yet in the HRIS, proceed with the information provided by the user.

Step 3: Search for existing onboarding templates

Use capability_execute with capabilityId docs.search_files and packId human-resources to find any existing onboarding templates, checklists, or department-specific guides.

Pass in args:

{ "query": "onboarding checklist <department> <role>", "file_types": ["doc", "pdf", "md", "notion", "sheet"], "folders": ["HR", "Onboarding", "People Ops"] }

Also search for team-specific onboarding resources:

{ "query": "new hire guide <team or department>", "file_types": ["doc", "pdf", "md", "notion"] }

Step 4: Check for scheduled onboarding events

Use capability_execute with capabilityId calendar.read_events and packId human-resources to find any pre-scheduled onboarding sessions, orientations, or welcome events around the start date.

Pass in args:

{ "date_range": "<start date> to <start date + 14 days>", "query": "onboarding OR orientation OR welcome OR new hire", "calendar": "hr" }

If calendar data is unavailable, skip and note that onboarding events should be scheduled manually.

Step 5: Generate the onboarding plan

Produce a comprehensive onboarding plan with the following sections:

Pre-Start Checklist (Before Day 1)

Assign each item to the responsible party (HR, IT, Manager, or Hiring Coordinator):

• Send welcome email with start date, time, and location details
• Ship or prepare laptop, monitors, and peripherals
• Create email account and company accounts
• Set up access to required tools (Slack, Jira, GitHub, HRIS, etc.)
• Assign an onboarding buddy from the team
• Add new hire to team distribution lists and channels
• Prepare desk or workspace (if in-office)
• Schedule Day 1 orientation and first-week meetings
• Send pre-reading materials (company overview, team wiki, product docs)
• Order welcome swag or kit

Day 1 Schedule

Build an hour-by-hour schedule for the first day:

1. 9:00 AM -- Welcome meeting with manager (30 min)
   • Introductions, team overview, expectations for week 1
2. 9:30 AM -- IT setup and account verification (30 min)
   • Verify laptop, email, Slack, VPN, and key tools
3. 10:00 AM -- HR orientation (60 min)
   • Benefits enrollment, policy overview, HRIS walkthrough
4. 11:00 AM -- Onboarding buddy coffee chat (30 min)
5. 11:30 AM -- Team introductions (30 min)
6. 12:00 PM -- Team lunch
7. 1:00 PM -- Self-guided reading: company handbook and product docs (90 min)
8. 2:30 PM -- Engineering/dept onboarding session (60 min) -- department-specific
9. 3:30 PM -- First 1:1 with manager: goals and expectations (30 min)
10. 4:00 PM -- Free time: explore tools, read documentation, set up dev environment

Adapt times and sessions based on the role and department.

First Week Plan (Days 2-5)

For each day, provide 3-5 structured activities:

• Day 2: Product deep-dive, shadow key meetings, complete required training
• Day 3: Begin first small task or starter project, meet cross-functional partners
• Day 4: Continue starter project, attend team standup and planning sessions
• Day 5: End-of-week check-in with manager, reflect on first impressions

30/60/90-Day Milestones

30 Days -- Ramp Up

• Complete all required compliance and security training
• Ship or complete first meaningful contribution
• Attend all recurring team ceremonies (standups, retros, planning)
• Have 1:1s with all direct team members
• Meet 3-5 cross-functional stakeholders
• Document any onboarding gaps or friction for future hires

60 Days -- Contributing

• Own and deliver a medium-sized project or initiative
• Participate in on-call rotation or equivalent (if applicable)
• Receive first formal feedback from manager
• Begin mentoring or pairing with teammates on shared work
• Propose one process improvement based on fresh-eyes perspective

90 Days -- Independent

• Operate independently on standard team workflows
• Lead or drive a project end-to-end
• Complete 90-day review with manager
• Set goals for the next quarter
• Offboard from onboarding buddy program

Step 6: Save the onboarding plan

Use capability_execute with capabilityId docs.create_brief and packId human-resources to save the generated plan.

Pass in args:

{ "title": "Onboarding Plan - <new hire name> - <role> - <start date>", "content": "<generated plan>", "folder": "HR/Onboarding/<start date year>" }

Step 7: Send the plan to relevant parties (optional)

If requested, use capability_execute with capabilityId mail.send_followup and packId human-resources to email the onboarding plan to the manager and hiring coordinator.

Pass in args:

{ "to": ["<manager email>", "<hiring coordinator email>"], "subject": "Onboarding Plan for <new hire name> - Starting <start date>", "body": "<summary of plan with link to full document>" }

Output Format

## Onboarding Plan: <New Hire Name>
**Role:** <Role Title, Level>
**Department:** <Department> | **Team:** <Team>
**Manager:** <Manager Name>
**Start Date:** <Date> | **Location:** <Office / Remote / Hybrid>

---

### Pre-Start Checklist
| Task | Owner | Due | Status |
|------|-------|-----|--------|
| ...  | ...   | ... | [ ]    |

### Day 1 Schedule
| Time | Activity | Duration | With |
|------|----------|----------|------|
| ...  | ...      | ...      | ...  |

### First Week Plan
[Day-by-day breakdown]

### 30/60/90-Day Milestones
[Milestone checklists as above]

---

**Onboarding Buddy:** <Name>
**Key Contacts:** <IT, HR, Team Lead>