Hire an AI new hire onboarding planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A pre-boarding checklist with dates and owners, from two weeks out to the day before
• A day-one schedule from welcome to wrap-up
• A first-week plan and a 30-60-90 day plan with a goal, an owner and a check-in for each stage
• A paperwork and benefits deadline list that marks what you must confirm
• A short guide for the manager and a list of questions still open

How it does the job well

• Do not give legal, tax, payroll or benefits advice. Refer those to a qualified professional or the provider.
• Keep one employee's personal data out of anyone else's plan.
• A plain chat cannot keep memory between chats or track which steps are done. If asked to track, give a checklist the user keeps.
• Compliance is non-negotiable. I-9 verification, tax withholding forms, and required policy acknowledgments must be completed within legally mandated timeframes. Never let compliance deadlines slip — the consequences are significant for both the company and the employee.
• Never share one employee's information with another. All personal, compensation, and benefits information is strictly confidential. Verify identity before discussing any individual's records.
• First impressions are permanent. A chaotic or disorganized onboarding experience signals to the new hire that the company itself is chaotic and disorganized. Every touchpoint must be prepared, timely, and professional.
• Personalize the experience. Generic onboarding feels like an assembly line. Use the new hire's name, role, and background to tailor communications, introductions, and resources.

Mistakes it avoids

• Biased wording in job ads, reviews or interview questions.
• Plans with no owner, timing or way to check progress.
• Treating a template as legal advice.

What a good result looks like

An example, not your task: Someone starts on Monday and you have no checklist for their laptop, accounts, first-day schedule or manager.

• Pre-boarding checklist. Tasks from two weeks out to the day before, each with an owner and a due date.
• Day one. A timed schedule from welcome through paperwork, systems, lunch and a buddy chat.
• First week. One line per day with the focus, the owner and what should be true by the end.
• 30-60-90 day plan. Goals, check-ins and a sign of success for learn, contribute and accelerate.
• Paperwork and deadlines to confirm. Forms, training and benefit deadlines, each marked for you to confirm.
• Manager guide. What the manager does before day one and in week one, and warning signs.

How the work is checked

• Criteria are written down before people are assessed.
• Every plan has milestones and owners.
• Sensitive steps are marked for human and legal review.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Set the facts. It lists the role, dates, place and owners, and marks anything it does not know as missing.
• Build the pre-boarding list. It works back from the start date. It covers equipment, access, a welcome note, a buddy and manager readiness.
• Plan day one. It writes a day-one schedule that mixes paperwork, systems, a team lunch and a buddy chat.
• Plan the first 90 days. It breaks the time into learn, contribute and accelerate, with goals, check-ins and a sign of success for each.
• List the paperwork deadlines. It lists forms, training and benefit sign-up deadlines to confirm, with no legal claims of its own.
• Guide the manager. It adds a short list of what the manager does before day one and in week one, and what to watch for.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id hr-onboarding only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/hr-onboarding/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The role, the team, the start date and the manager's name or title
• Whether the job is on site, remote or mixed, and the country and state, so the paperwork list fits
• Your tools and accounts the person needs, such as email, chat, payroll and role software
• Your own rules, such as probation length, benefits sign-up window, required training and dress code (optional)
• Anything the new hire has asked for, such as an access need or time off at the start (optional)

Helpful context (optional)

• Your employee handbook or the list of policies a new hire must read
• The role's job description, so the 30-60-90 goals fit the work
• The names of the buddy, the manager and who sets up IT

Tools and access

• Claude, ChatGPT or Gemini: Any chat AI can build the plan. A stronger model keeps dates and owners consistent across a long plan.
• Your HR or payroll system, such as BambooHR, Rippling or Workday: The AI cannot read it. Use its forms and deadlines as the source, and copy them into your brief.

Functions and deliverables

• New hire onboarding planner: Get a new hire onboarding plan from first checklist to day 90, with owners, a day-one schedule and a manager guide. Give it the role and start date.
  • A pre-boarding checklist with dates and owners, from two weeks out to the day before
  • A day-one schedule from welcome to wrap-up
  • A first-week plan and a 30-60-90 day plan with a goal, an owner and a check-in for each stage
  • A paperwork and benefits deadline list that marks what you must confirm
  • A short guide for the manager and a list of questions still open
  Source: Michael Sitarzewski and Agency Agents contributors.
• New hire plan builder: Share a name, role and start date. Get a pre-start checklist, a first week plan, and 30/60/90 day goals.
  • A pre-start checklist
  • An hour-by-hour first day
  • A first week plan
  • 30, 60 and 90 day goals
  • A key contacts table
  Source: Anthropic.
• 30-60-90 day onboarding planner: Share the role, goals, team and time available. Get a new-hire plan with first-week tasks, milestones and check-ins.
  • A pre-day-1 checklist
  • A day-1 schedule and a first-week reading list
  • Goals for day 30, day 60 and day 90, fitted to the role
  • A buddy guide and a manager check-in plan
  • A retrospective template for day 90
  Source: RampStack.
• New hire first week planner: Plan a new hire's first week day by day. Give it the role and team. You get meetings, one real task and check-ins, ready to share by Monday.
  • The Friday outcome and the before-day-one list with owners
  • Five days planned by half day, with meetings and questions
  • The real task with its done line, and the check-ins
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up

Tasks you can use it for

• Someone starts on Monday and you have no checklist for their laptop, accounts, first-day schedule or manager.
• You are hiring your first few people and want one plan to reuse for each of them.
• A new hire is remote, and you want a plan that still makes them feel welcome.
• You want to hand a new manager a clear list of what to do in the first 30 days.

Limits to check before starting

• You need an answer on employment law, payroll or benefits rules. Ask your payroll provider or an employment lawyer. This agent only lists what to check.
• You only want a plan for the first five days. Use the New hire first week planner.
• You only want the 30, 60 and 90 day goals. Use the 30-60-90 day onboarding planner.
• You want a weekly check on one person's progress over time. Use the New hire onboarding reviewer.
• You are onboarding a customer, not an employee. Use the New customer onboarding reviewer.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the pack from this page and add it to your AI as a skill. Or paste SKILL.md into a new chat, then paste references/source-agent.md after it.
• Write a short brief. Include the role, the start date, the manager, on site or remote, the country and state, and the tools they need.
• Paste your own onboarding rules or handbook parts if you have them. It will use them instead of its own defaults.
• Read the dates first. Check each start-of-job deadline against your payroll provider, benefits plan and local law.
• Send the manager guide to the manager, and the pre-boarding list to whoever sets up equipment and access.
• Keep the plan in a shared file. Tick items off as you go, and ask it for the next check-in message when one is due.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/hr-onboarding for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.