
AI agent · Operations
HR & Onboarding Agent
Coordinates onboarding tasks, accounts and policy questions from offer to first week.
Overview
What is the HR & Onboarding Agent?
When a new hire is confirmed, the agent creates tasks, requests accounts and equipment, sends documents, and answers policy questions from your handbook. At offboarding, it coordinates access removal so nothing is missed.
The workflow
How the HR & Onboarding Agent runs.
Each step, from what starts it to what gets logged.
- Trigger
- AI agent
- Action
- Human review
- Result
Trigger
New hire confirmed
- From your HR system
AI agent
Onboarding agent
- Build role checklist
- Coordinate owners
- AI model
- Knowledge
- Tools
Action
Request access
- Accounts & licenses
Action
Send documents
- Policies & e-sign
Human review
Manager approves
- Access & equipment
Result
Ready for day one
- Status report to HR
Connects to
- BambooHR, Rippling, Workday or Gusto
- Okta, Entra ID or Google Workspace
- IT ticketing
- Slack or Teams
Where people stay in control
- Access changes require manager approval
- Pay and contract matters go to HR
- Employee data access is scoped and logged
How we measure it
- Time to productive
- Onboarding tasks completed on time
- HR questions deflected
- Offboarding access removal time
Operations
Related agents.
Invoice & AP Processing Agent
Reads invoices, matches them to purchase orders and prepares them for approval.
Contract & Document Review Agent
Summarizes contracts and documents and flags clauses that differ from your standards.
Internal Knowledge Assistant
Answers employee questions from your documents, with sources and permissions respected.

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