AI 스킬Build onboarding planHR 및 채용
Create new-hire onboarding plans with pre-start tasks, Day 1 schedule, Week 1 checklist, and 30/60/90 goals. — Claude Skill
Claude Code용 Claude 스킬 · 제공: Anthropic✓ · 실행: /onboarding (Claude 내)·업데이트: 2026년 6월 13일·vmain@da04ccb
Generates a practical onboarding plan for a new hire, including account setup, equipment, buddy assignment, Day 1 agenda, Week 1 tasks, key contacts, and role-specific goals.
- Turns a start date into a full pre-start, Day 1, Week 1, and 30/60/90 plan.
- Makes tool access, equipment, documents, meetings, buddy, and manager actions visible.
- Adapts onboarding to the new hire's role and team.
- Creates a checklist managers can actually run instead of a generic welcome note.
사용자오늘
Onboarding relies on a few calendar invites, missing access requests, and manager memory.
/onboarding 사용 시
Run /onboarding to create a role-specific onboarding plan with pre-start tasks, Day 1, Week 1, contacts, tools, and goals.
1 Share new hire details2 Generate checklist3 Assign owners4 Review 30/60/90 outcomes
대상
기능
New hire start prep
Create everything needed before a new employee's first day.
Manager onboarding checklist
Give managers a concrete plan for meetings, documents, and first tasks.
Remote onboarding
Make equipment, access, calendars, and buddy support explicit before Day 1.
작동 방식
1
Collect new hire name, role, team, start date, manager, location, and needed tools.
2
Prepare pre-start tasks for HR, IT, manager, and buddy.
3
Build Day 1 schedule and Week 1 checklist.
4
Draft 30/60/90 goals and key contacts table.
입력 옵션
New hire details
Name, role, team, location, start date, and manager.
예시
New hire context
New hire: Jordan Lee Role: Customer Success Manager Team: Enterprise CS Start date: July 8, 2026 Manager: Priya Shah Location: Remote, US East Tools: Gmail, Slack, Salesforce, Gainsight, Zoom, Notion Need: onboarding checklist, Day 1 schedule, Week 1 plan, 30/60/90 goals, key contacts, and access list.
Onboarding plan
Pre-start checklist
- [ ] Send welcome email with start time, Zoom link, and first-week expectations - [ ] Set up Gmail, Slack, Salesforce, Gainsight, Zoom, and Notion access - [ ] Ship laptop, monitor, headset, and security key - [ ] Add Jordan to Enterprise CS calendar and recurring account meetings - [ ] Assign onboarding buddy: Senior CSM on Enterprise team - [ ] Prepare first customer account shadowing list
Day 1 schedule
| Time | Activity | With | |---|---|---| | 9:00 | Welcome and onboarding overview | Manager | | 10:00 | IT setup and security walkthrough | IT / Buddy | | 11:00 | Team introductions | Enterprise CS team | | 12:00 | Welcome lunch | Manager + Buddy | | 1:30 | Company, customer segments, and CS motion | Manager | | 3:00 | Role expectations and 30/60/90 plan | Manager | | 4:00 | Explore tools and docs | Self-guided |
Week 1 checklist
- [ ] Complete required compliance and security training - [ ] Read Enterprise CS playbook, renewal process, escalation guide, and QBR template - [ ] 1:1 with Support Lead, Sales counterpart, Product PM, and RevOps partner - [ ] Shadow two customer calls and one renewal risk review - [ ] Complete first small task: draft account summary for one assigned customer - [ ] End-of-week check-in with manager
30/60/90 goals
| Timeframe | Goals | |---|---| | 30 days | Understand CS process, own internal account summaries, shadow renewal and escalation workflows | | 60 days | Co-own 5 customer accounts, run one QBR prep, identify customer health risks with manager review | | 90 days | Own first portfolio segment, run customer check-ins independently, present one process improvement idea |
Key contacts and access
| Person / Tool | Role | For What | |---|---|---| | Priya Shah | Manager | Priorities, feedback, account ownership | | Senior CSM buddy | Buddy | Culture, process questions, day-to-day navigation | | IT contact | IT | Equipment and tool access | | Salesforce | CRM | Account and opportunity context | | Gainsight | CS platform | Health scores and customer success plans |
개선되는 지표
Onboarding Completion
Tracks whether setup, access, meetings, and learning tasks are completed on time.
HR 및 채용Time to Productivity
Connects onboarding tasks to first 30/60/90 outcomes.
HR 및 채용Feedback Quality
Creates manager check-ins that produce actionable feedback early.
HR 및 채용지원 도구
Google Calendar
수동Create Day 1 and Week 1 meetings.
Slack
수동Coordinate buddy, team introductions, and onboarding reminders.
BambooHR
수동Use HRIS onboarding and employee profile details.
Workday
수동Use HRIS new-hire records, manager, location, and employee data.
Notion
수동Link onboarding docs, team wiki, and role playbooks.
Onboarding을(를) 사용해 보시겠어요?
시작 방법을 선택하세요.
Claude Code에서 실행
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1
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3
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그다음
/onboarding
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Generate a comprehensive onboarding plan for a new team member.
Usage
/onboarding $ARGUMENTS
What I Need From You
- New hire name: Who's starting?
- Role: What position?
- Team: Which team are they joining?
- Start date: When do they start?
- Manager: Who's their manager?
Output
## Onboarding Plan: [Name] — [Role]
**Start Date:** [Date] | **Team:** [Team] | **Manager:** [Manager]
### Pre-Start (Before Day 1)
- [ ] Send welcome email with start date, time, and logistics
- [ ] Set up accounts: email, Slack, [tools for role]
- [ ] Order equipment (laptop, monitor, peripherals)
- [ ] Add to team calendar and recurring meetings
- [ ] Assign onboarding buddy: [Suggested person]
- [ ] Prepare desk / remote setup instructions
### Day 1
| Time | Activity | With |
|------|----------|------|
| 9:00 | Welcome and orientation | Manager |
| 10:00 | IT setup and tool walkthrough | IT / Buddy |
| 11:00 | Team introductions | Team |
| 12:00 | Welcome lunch | Manager + Team |
| 1:30 | Company overview and values | Manager |
| 3:00 | Role expectations and 30/60/90 plan | Manager |
| 4:00 | Free time to explore tools and docs | Self |
### Week 1
- [ ] Complete required compliance training
- [ ] Read key documentation: [list for role]
- [ ] 1:1 with each team member
- [ ] Shadow key meetings
- [ ] First small task or project assigned
- [ ] End-of-week check-in with manager
### 30-Day Goals
1. [Goal aligned to role]
2. [Goal aligned to role]
3. [Goal aligned to role]
### 60-Day Goals
1. [Goal]
2. [Goal]
### 90-Day Goals
1. [Goal]
2. [Goal]
### Key Contacts
| Person | Role | For What |
|--------|------|----------|
| [Manager] | Manager | Day-to-day guidance |
| [Buddy] | Onboarding Buddy | Questions, culture, navigation |
| [IT Contact] | IT | Tool access, equipment |
| [HR Contact] | HR | Benefits, policies |
### Tools Access Needed
| Tool | Access Level | Requested |
|------|-------------|-----------|
| [Tool] | [Level] | [ ] |
If Connectors Available
If ~~HRIS is connected:
- Pull new hire details and team org chart
- Auto-populate tools access list based on role
If ~~knowledge base is connected:
- Link to relevant onboarding docs, team wikis, and runbooks
- Pull the team's existing onboarding checklist to customize
If ~~calendar is connected:
- Create Day 1 calendar events and Week 1 meeting invites automatically
Tips
- Customize for the role — An engineer's onboarding looks different from a designer's.
- Don't overload Day 1 — Focus on setup and relationships. Deep work starts Week 2.
- Assign a buddy — Having a go-to person who isn't their manager makes a huge difference.
참조 문서
name: onboarding description: Generate an onboarding checklist and first-week plan for a new hire. Use when someone has a start date coming up, building the pre-start task list (accounts, equipment, buddy), scheduling Day 1 and Week 1, or setting 30/60/90-day goals for a new team member. argument-hint: "<new hire name and role>"
/onboarding
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Generate a comprehensive onboarding plan for a new team member.
Usage
/onboarding $ARGUMENTS
What I Need From You
- New hire name: Who's starting?
- Role: What position?
- Team: Which team are they joining?
- Start date: When do they start?
- Manager: Who's their manager?
Output
## Onboarding Plan: [Name] — [Role]
**Start Date:** [Date] | **Team:** [Team] | **Manager:** [Manager]
### Pre-Start (Before Day 1)
- [ ] Send welcome email with start date, time, and logistics
- [ ] Set up accounts: email, Slack, [tools for role]
- [ ] Order equipment (laptop, monitor, peripherals)
- [ ] Add to team calendar and recurring meetings
- [ ] Assign onboarding buddy: [Suggested person]
- [ ] Prepare desk / remote setup instructions
### Day 1
| Time | Activity | With |
|------|----------|------|
| 9:00 | Welcome and orientation | Manager |
| 10:00 | IT setup and tool walkthrough | IT / Buddy |
| 11:00 | Team introductions | Team |
| 12:00 | Welcome lunch | Manager + Team |
| 1:30 | Company overview and values | Manager |
| 3:00 | Role expectations and 30/60/90 plan | Manager |
| 4:00 | Free time to explore tools and docs | Self |
### Week 1
- [ ] Complete required compliance training
- [ ] Read key documentation: [list for role]
- [ ] 1:1 with each team member
- [ ] Shadow key meetings
- [ ] First small task or project assigned
- [ ] End-of-week check-in with manager
### 30-Day Goals
1. [Goal aligned to role]
2. [Goal aligned to role]
3. [Goal aligned to role]
### 60-Day Goals
1. [Goal]
2. [Goal]
### 90-Day Goals
1. [Goal]
2. [Goal]
### Key Contacts
| Person | Role | For What |
|--------|------|----------|
| [Manager] | Manager | Day-to-day guidance |
| [Buddy] | Onboarding Buddy | Questions, culture, navigation |
| [IT Contact] | IT | Tool access, equipment |
| [HR Contact] | HR | Benefits, policies |
### Tools Access Needed
| Tool | Access Level | Requested |
|------|-------------|-----------|
| [Tool] | [Level] | [ ] |
If Connectors Available
If ~~HRIS is connected:
- Pull new hire details and team org chart
- Auto-populate tools access list based on role
If ~~knowledge base is connected:
- Link to relevant onboarding docs, team wikis, and runbooks
- Pull the team's existing onboarding checklist to customize
If ~~calendar is connected:
- Create Day 1 calendar events and Week 1 meeting invites automatically
Tips
- Customize for the role — An engineer's onboarding looks different from a designer's.
- Don't overload Day 1 — Focus on setup and relationships. Deep work starts Week 2.
- Assign a buddy — Having a go-to person who isn't their manager makes a huge difference.