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

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_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

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

New Hire Workflow

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

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

Time-Off Requests

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

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

Offboarding Workflow

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

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

Document Management

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

Request

"Create an employee onboarding checklist automation" Output :

Employee Onboarding Automation

Trigger New 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 ```yaml overdue_task: - 50% deadline: Friendly reminder - 80% deadline: Urgent reminder - 100% deadline: Escalate to manager n8n Workflow 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