Onboarding | Business Helper AI

Inputs and purpose

Use this workflow to prepare: Onboarding checklist and first-week/30-60-90-day plan.

Start with: Role, manager, start date, team and current onboarding process.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

Procedure

Establish the new role's responsibilities, manager role, start date and required access or training. Use an anonymous role label in reusable templates.
Sequence prerequisites, first-day needs, supervised practice and independent work. Assign an owner and completion evidence to each step.
Build check-ins around practical capability and unresolved questions, adapting the time horizon to the role.
Return an onboarding plan and readiness checklist. Distinguish requesting access from verified access and attendance from demonstrated competence.

Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Clarify hiring, onboarding and employee processes.

Possible success measures: Time to hire, time to independence, HR admin hours. Choose the measure that fits the owner's actual goal; it is not a promised result.

Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: onboarding
description: "Prepare onboarding checklist and first-week/30-60-90-day plan. Use for this workflow with supplied business information."
---

# Onboarding

## Inputs and purpose

Use this workflow to prepare: Onboarding checklist and first-week/30-60-90-day plan.

Start with: Role, manager, start date, team and current onboarding process.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Establish the new role's responsibilities, manager role, start date and required access or training. Use an anonymous role label in reusable templates.

2. Sequence prerequisites, first-day needs, supervised practice and independent work. Assign an owner and completion evidence to each step.

3. Build check-ins around practical capability and unresolved questions, adapting the time horizon to the role.

4. Return an onboarding plan and readiness checklist. Distinguish requesting access from verified access and attendance from demonstrated competence.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Clarify hiring, onboarding and employee processes.

Possible success measures: Time to hire, time to independence, HR admin hours. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).