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
yaml
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_systemAI Resume Screening
yaml
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_rejectionInterview Scheduling
yaml
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_approvedOnboarding Automation
New Hire Workflow
yaml
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_surveyOnboarding Checklist Automation
yaml
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%_deadlineEmployee Management
Time-Off Requests
yaml
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_compliancePerformance Reviews
yaml
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_themesOffboarding
Offboarding Workflow
yaml
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_laterAccess Revocation
yaml
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_reportCompliance Tracking
Document Management
yaml
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_onlyOutput Example
Request: "Create an employee onboarding checklist automation"
Output:
markdown
# Employee Onboarding Automation
## TriggerNew 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
```yamloverdue_task: - 50% deadline: Friendly reminder - 80% deadline: Urgent reminder - 100% deadline: Escalate to managern8n Workflow
yaml
trigger: New employee in BambooHRactions: - 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*
