hr-automation

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Original

English
🇨🇳

Translation

Chinese

HR 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_system
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_system

AI 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_rejection
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_rejection

Interview 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_approved

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_approved

Onboarding 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_survey
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_survey

Onboarding 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%_deadline

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%_deadline

Employee 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_compliance
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_compliance

Performance 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_themes

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_themes

Offboarding

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_later
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_later

Access 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_report

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_report

Compliance 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_only

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_only

Output 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
undefined

Employee 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 manager
yaml
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*