hr-automation
claude-office-skills/skills
Automate recruiting, onboarding, employee management, and offboarding workflows
What is hr-automation?
HR Automation streamlines end-to-end HR processes including recruiting pipeline management, new hire onboarding, performance reviews, time-off requests, and offboarding. Use it to reduce manual HR tasks, ensure consistent workflows, and maintain compliance across your organization.
- Automate recruiting pipelines with AI resume screening and interview scheduling
- Orchestrate new hire onboarding with pre-start, first-day, and first-month checklists
- Manage time-off requests with approval routing and calendar integration
- Run performance review cycles with self-assessments, peer feedback, and manager reviews
- Execute offboarding workflows including access revocation and knowledge transfer
How to install hr-automation
npx skills add https://github.com/claude-office-skills/skills --skill hr-automation- Integration with ATS (Greenhouse, Workday, or BambooHR)
- Email and calendar system access
- Slack workspace for notifications (optional but recommended)
How to use hr-automation
- 1.Install the skill using the provided npm command
- 2.Connect your HR system (Greenhouse, Workday, or BambooHR) via the hr-mcp server
- 3.Configure workflow triggers for recruiting, onboarding, and offboarding processes
- 4.Set up approval routing rules for PTO and performance reviews
- 5.Enable AI resume screening if using the recruiting automation features
- 6.Test with a pilot hiring cycle or onboarding before full rollout
Use cases
- Screen job applications automatically and route qualified candidates through interview stages
- Onboard new employees with coordinated tasks across HR, IT, and management
- Process PTO requests with manager approval and calendar blocking
- Conduct quarterly performance reviews with feedback collection and analytics
- Offboard departing employees with access revocation and exit procedures
- HR managers and recruiters
- People operations teams
- Hiring managers
- IT administrators managing access control
- Organizations with 50+ employees
hr-automation FAQ
The skill integrates with Greenhouse, Workday, and BambooHR through the hr-mcp server. It can also connect to Airtable and Slack for notifications and tracking.
Yes. The skill includes configurable checklists for employee, manager, and IT tasks with customizable deadlines. You can adjust timelines and add/remove tasks based on your organization's needs.
The skill uses Claude to evaluate resumes against job requirements, scoring candidates on skills match and experience. Candidates scoring 8+ advance automatically, 5-7 are flagged for review, and below 5 receive auto-rejections.
The workflow handles immediate notifications, knowledge transfer planning, equipment collection, system access revocation, final paycheck processing, and compliance documentation across multiple phases.
Yes. Interview scheduling and PTO workflows integrate with calendar systems to block dates, send invites, and set reminders to candidates and team members.
Full instructions (SKILL.md)
Source of truth, from claude-office-skills/skills.
name: hr-automation description: "HR workflow automation - recruiting, onboarding, employee management, and offboarding processes" version: "1.0.0" author: claude-office-skills license: MIT
category: hr tags:
- hr
- recruiting
- onboarding
- employee
- automation department: Human Resources
models: recommended: - claude-sonnet-4
mcp: server: hr-mcp tools: - greenhouse_api - workday_api - bamboohr_api
capabilities:
- recruiting_automation
- onboarding_workflows
- employee_management
- offboarding_processes
- compliance_tracking
languages:
- en
- zh
related_skills:
- applicant-screening
- offer-letter
- job-description
- slack-workflows
HR Automation
Automate HR workflows including recruiting, onboarding, employee management, and offboarding. Based on n8n's HR workflow templates.
Overview
This skill covers:
- Recruiting pipeline automation
- Employee onboarding workflows
- Performance review cycles
- Time-off management
- Offboarding processes
Recruiting Automation
Applicant Pipeline
recruiting_pipeline:
stages:
- applied
- screening
- phone_interview
- technical_interview
- onsite_interview
- offer
- hired
automations:
new_application:
trigger: application_received
actions:
- send_confirmation: to_candidate
- notify_recruiter: slack
- add_to_tracking: airtable
- ai_resume_screen: if_enabled
stage_change:
trigger: candidate_moved
actions:
- update_candidate: in_ats
- notify_team: relevant_interviewers
- send_email: stage_specific_template
interview_scheduled:
trigger: calendar_event_created
actions:
- send_confirmation: to_candidate
- send_prep_materials: to_interviewers
- create_scorecard: in_system
AI Resume Screening
ai_screening:
model: gpt-4
prompt: |
Review this resume for the {job_title} position.
Job Requirements:
{job_requirements}
Resume:
{resume_text}
Evaluate:
1. Skills match (1-10)
2. Experience match (1-10)
3. Key strengths
4. Potential concerns
5. Recommended: Yes/No/Maybe
automation:
- if: score >= 8
action: advance_to_screening
- if: score 5-7
action: flag_for_review
- if: score < 5
action: auto_reject + send_rejection
Interview Scheduling
interview_scheduling:
workflow:
1. candidate_advances:
trigger: stage_change_to_interview
2. check_availability:
interviewers: from_hiring_plan
candidate: request_via_email
3. find_slots:
algorithm: first_available_matching
buffer: 15_minutes_between
4. send_invites:
to: [candidate, interviewers]
include: [zoom_link, calendar_invite, prep_docs]
5. reminders:
- 24h_before: all_parties
- 1h_before: all_parties
6. post_interview:
- collect_feedback: from_interviewers
- aggregate_scores
- trigger_next_stage: if_approved
Onboarding Automation
New Hire Workflow
onboarding_workflow:
trigger: offer_accepted
duration: 30_days
pre_start:
day_minus_14:
- send_welcome_email
- collect_documents: [id, tax_forms, direct_deposit]
- order_equipment: laptop, peripherals
day_minus_7:
- create_accounts: [email, slack, tools]
- add_to_systems: hris, payroll
- schedule_orientation
- assign_buddy
day_minus_1:
- setup_desk: if_office
- ship_equipment: if_remote
- send_first_day_info
first_day:
morning:
- welcome_meeting: with_manager
- it_setup: credentials, tools
- team_introductions
afternoon:
- hr_orientation: policies, benefits
- access_verification
- buddy_lunch
first_week:
- daily_checkins: with_manager
- tool_training: as_needed
- team_meetings: join_all
- documentation_review
first_month:
- weekly_1on1s: with_manager
- project_assignment
- goal_setting
- 30_day_survey
Onboarding Checklist Automation
onboarding_checklist:
employee_tasks:
- complete_i9: deadline_day_3
- setup_direct_deposit: deadline_day_7
- complete_benefits_enrollment: deadline_day_30
- review_handbook: deadline_day_7
- complete_training: deadline_day_14
manager_tasks:
- introduce_to_team: day_1
- assign_onboarding_buddy: day_1
- set_30_60_90_goals: week_1
- schedule_recurring_1on1s: week_1
- provide_project_context: week_1
it_tasks:
- create_email: day_minus_1
- provision_tools: day_minus_1
- setup_hardware: day_1
- grant_system_access: day_1
- security_training: week_1
notifications:
incomplete_task:
- remind_owner: at_50%_deadline
- remind_owner: at_80%_deadline
- escalate: at_100%_deadline
Employee Management
Time-Off Requests
pto_workflow:
request:
trigger: employee_submits_request
fields: [start_date, end_date, type, reason]
approval:
routing:
- if: days <= 3
approver: direct_manager
- if: days > 3
approver: [manager, hr]
automation:
- notify_approver: slack_dm
- set_deadline: 48_hours
- if_no_response: escalate
approved:
actions:
- update_calendar: block_dates
- notify_team: upcoming_pto
- update_hris: deduct_balance
- send_confirmation: to_employee
denied:
actions:
- notify_employee: with_reason
- log_denial: for_compliance
Performance Reviews
performance_review_cycle:
schedule: quarterly
workflow:
week_1:
- launch_cycle: notify_all
- self_assessment: open
week_2:
- self_assessment: deadline
- peer_feedback: open
week_3:
- peer_feedback: deadline
- manager_review: open
week_4:
- manager_review: deadline
- calibration: hr_and_leadership
- finalize_ratings
week_5:
- deliver_reviews: manager_meetings
- goal_setting: next_quarter
automation:
reminders:
- 3_days_before_deadline: gentle
- 1_day_before: urgent
- overdue: daily_until_complete
analytics:
- completion_rates
- score_distribution
- feedback_themes
Offboarding
Offboarding Workflow
offboarding_workflow:
trigger: resignation_submitted OR termination
immediate:
- acknowledge_resignation: to_employee
- notify_hr: for_processing
- notify_manager: for_transition_planning
- notify_it: for_access_review
planning_phase:
- calculate_final_pay
- schedule_exit_interview
- create_transition_plan
- document_knowledge_transfer
last_week:
- knowledge_transfer: sessions
- collect_equipment
- remove_system_access: scheduled
- update_team_distribution
last_day:
- exit_interview: hr
- return_badge_keys
- revoke_all_access
- send_farewell: if_voluntary
post_departure:
- process_final_paycheck
- send_benefits_info: cobra
- archive_files
- offboarding_survey: 30_days_later
Access Revocation
access_revocation:
immediate_on_termination:
- email: disable
- sso: revoke
- vpn: revoke
- physical_access: revoke
- company_credit_cards: cancel
within_24_hours:
- tool_licenses: remove
- shared_drives: transfer_ownership
- code_repositories: remove
- customer_systems: remove
audit:
- document_all_revocations
- verify_no_remaining_access
- compliance_report
Compliance Tracking
Document Management
document_compliance:
required_documents:
- i9: deadline_3_days
- w4: deadline_first_payroll
- emergency_contact: deadline_7_days
- direct_deposit: deadline_first_payroll
- handbook_acknowledgment: deadline_7_days
- benefits_election: deadline_30_days
tracking:
- notify_employee: missing_docs
- notify_hr: compliance_risk
- escalate: after_deadline
storage:
- location: secure_hris
- retention: per_legal_requirements
- access: hr_only
Output Example
Request: "Create an employee onboarding checklist automation"
Output:
# Employee Onboarding Automation
## Trigger
New hire added to HRIS (e.g., BambooHR, Workday)
## Pre-Start Checklist
### Day -14
- [ ] Send welcome email
- [ ] Collect: ID, Tax forms, Banking info
- [ ] Order laptop & equipment
### Day -7
- [ ] Create email account
- [ ] Create Slack account
- [ ] Add to HRIS
- [ ] Schedule orientation
- [ ] Assign buddy
### Day -1
- [ ] Ship/setup equipment
- [ ] Send Day 1 instructions
- [ ] Prepare workspace (if office)
## Day 1 Checklist
### Morning
- [ ] Manager welcome (9am)
- [ ] IT setup (10am)
- [ ] Team introductions
### Afternoon
- [ ] HR orientation (1pm)
- [ ] Buddy lunch
- [ ] Tool walkthroughs
## Notifications
```yaml
overdue_task:
- 50% deadline: Friendly reminder
- 80% deadline: Urgent reminder
- 100% deadline: Escalate to manager
n8n Workflow
trigger: New employee in BambooHR
actions:
- Create accounts (Google, Slack)
- Add to Notion onboarding tracker
- Send Slack welcome
- Schedule calendar events
- Create task checklist in Asana
---
*HR Automation Skill - Part of Claude Office Skills*
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