hr-automation
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ChineseHR Automation
HR工作流自动化
Automate HR workflows including recruiting, onboarding, employee management, and offboarding. Based on n8n's HR workflow templates.
自动化HR工作流,包括招聘、入职、员工管理及离职流程。基于n8n的HR工作流模板。
Overview
概述
This skill covers:
- Recruiting pipeline automation
- Employee onboarding workflows
- Performance review cycles
- Time-off management
- Offboarding processes
本技能涵盖:
- 招聘流程自动化
- 员工入职工作流
- 绩效评估周期
- 休假管理
- 离职流程
Recruiting Automation
招聘自动化
Applicant Pipeline
申请人流程
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_systemyaml
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
AI简历筛选
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_rejectionyaml
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
面试排期
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_approvedyaml
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
入职自动化
New Hire Workflow
新员工入职工作流
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_surveyyaml
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
入职清单自动化
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%_deadlineyaml
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
员工管理
Time-Off Requests
休假申请
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_complianceyaml
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
绩效评估
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_themesyaml
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
离职流程
Offboarding Workflow
离职工作流
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_lateryaml
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
权限回收
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_reportyaml
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
合规追踪
Document Management
文档管理
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_onlyyaml
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
输出示例
Request: "Create an employee onboarding checklist automation"
Output:
markdown
undefined请求:"创建员工入职清单自动化"
输出:
markdown
undefinedEmployee Onboarding Automation
员工入职自动化
Trigger
触发条件
New hire added to HRIS (e.g., BambooHR, Workday)
新员工添加至HRIS(如BambooHR、Workday)
Pre-Start Checklist
入职前清单
Day -14
入职前14天
- Send welcome email
- Collect: ID, Tax forms, Banking info
- Order laptop & equipment
- 发送欢迎邮件
- 收集:身份证、税务表单、银行信息
- 采购笔记本电脑及设备
Day -7
入职前7天
- Create email account
- Create Slack account
- Add to HRIS
- Schedule orientation
- Assign buddy
- 创建邮箱账号
- 创建Slack账号
- 添加至HRIS
- 安排入职培训
- 分配入职导师
Day -1
入职前1天
- Ship/setup equipment
- Send Day 1 instructions
- Prepare workspace (if office)
- 配送/设置设备
- 发送入职首日须知
- 准备工位(办公室员工)
Day 1 Checklist
入职首日清单
Morning
上午
- Manager welcome (9am)
- IT setup (10am)
- Team introductions
- 经理欢迎会(9点)
- IT配置(账号、工具)
- 团队介绍
Afternoon
下午
- HR orientation (1pm)
- Buddy lunch
- Tool walkthroughs
- HR入职培训(1点)
- 入职导师午餐
- 工具使用讲解
Notifications
通知
yaml
overdue_task:
- 50% deadline: Friendly reminder
- 80% deadline: Urgent reminder
- 100% deadline: Escalate to manageryaml
overdue_task:
- 50% 截止日期:友好提醒
- 80% 截止日期:紧急提醒
- 100% 截止日期:升级至经理n8n Workflow
n8n工作流
yaml
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*yaml
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自动化技能 - Claude办公技能系列*