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

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

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HR Automation Skill - Part of Claude Office Skills