HR & Internal
New Hire Onboarding Checklist Agent
Human-approved · Starter · Medium severity
Works with: SharePoint, Planner, Outlook, Teams
The problem
Onboarding is a relay race with no baton: HR knows the start date, IT finds out Friday, the manager improvises week one, and the new hire spends day one without logins. Nothing is hard — it's just coordination nobody owns end to end.
What the agent does
- Trigger: new hire record created (SharePoint list or HR system).
- Generates the onboarding plan from the role template: IT provisioning tasks, equipment, paperwork, training, manager to-dos, day-one schedule.
- Creates and assigns tasks in Planner with due dates working back from the start date.
- Chases: reminds owners of overdue items, escalates blockers, posts a readiness status to HR weekly.
- Human approval on any external communication (offer-related email, welcome message).
You need this if
- Day-one failures (no laptop, no access) have happened
- Onboarding steps tracked in someone's head or a stale spreadsheet
- Growing headcount straining an informal process
Who uses it
HR/office manager, IT, hiring managers.
What goes in, what comes out
In: new hire record, role templates. Out: assigned task plan, chase reminders, readiness status.
Why it pays
Every new hire lands productive on day one, and HR stops being a human cron job. Pairs with the offboarding mirror — offer both.
Built to be trusted
- Never provisions access or accounts itself — coordinates humans who do
- No compensation/offer details in any message it drafts
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.