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Skillslark-workflow-onboard

lark-workflow-onboard

Office & productivity

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Updated 10-15 23:59

About this skill

New Hire Onboarding Guide Workflow

CRITICAL — Before starting, MUST first use the Read tool to read ../lark-shared/SKILL.md, which contains authentication and permission handling

Applicable Scenarios

  • "Zhang San is starting today, help him get set up" / "new hire onboarding"
  • "Execute new hire onboarding checklist: Zhang San, Engineering Department" / "onboarding guidance"
  • "Help me run through the new employee onboarding process" / "onboarding process"
  • "A new colleague is starting, help him create onboarding tasks" / "welcome new hire"

Prerequisites

Mixed identity:user(create groups, create tasks, schedules) and bot(send messages).

lark-cli auth login --domain im,contact,task,calendar

Workflow

{新员工信息: 姓名, 部门, 岗位, [HR open_id], [直属经理 open_id]}
  │
  ├── contact +search-user ─────────► 查找新员工 open_id
  │
  ├── im +messages-send ────────────► ① 发送欢迎消息
  │
  ├── im chat.members create ───────► ② 添加到部门群/项目群
  │
  ├── task +create ─────────────────► ③ 创建入职任务清单（串行，间隔 1s）
  │
  ├── calendar +create ─────────────► ④ 设置日历提醒
  │     ├── 30天试用期评估
  │     └── 团队迎新会
  │
  └── im +messages-send ────────────► ⑤ 通知 HR + 直属经理

Step 1: Find the new employee

lark-cli contact +search-user --query "<新员工姓名>" --as user

Extract from the returned result open_id（ou_xxx format). If not found, prompt the user to provide the name or open_id.

Step 2: Send welcome message

lark-cli im +messages-send \
  --user-id "<new_user_open_id>" \
  --markdown "欢迎加入{公司/团队名}！

以下是入职指南：
1. 完成账号和权限初始化
2. 加入相关群聊
3. 领取办公设备
4. 了解团队协作方式

如有任何问题，随时联系你的导师或 HR。" \
  --as bot

Note: The welcome message can be customized based on department and position. Company wiki links, employee handbook, and other resources can be attached.

Step 3: Add to group chat

# 先查看 schema 确认参数
lark-cli schema im.chat.members.create

# 添加到部门群（需要 user 身份）
lark-cli im chat.members create \
  --params '{"chat_id":"<dept_chat_id>","member_id_type":"open_id","succeed_type":1}' \
  --data '{"id_list":["<new_user_open_id>"]}' \
  --as user

If multiple groups need to be added, call them one by one with a 1-second interval between each call.

Note：

  • succeed_type: 1=join directly without verification (suitable for internal groups)
  • If the bot is not in the group, the bot needs to be added to the group first
  • The other party must be a user within the same tenant

Step 4: Create onboarding task checklist

Create onboarding tasks one by one (1-second interval between each, to avoid rate limiting):

# 任务1：领取办公设备
lark-cli task +create \
  --summary "领取办公设备（{姓名}）" \
  --description "联系 IT 部门领取笔记本电脑、显示器等办公设备" \
  --due "<7天后日期>" \
  --as user

# 任务2：完成入职培训
lark-cli task +create \
  --summary "完成入职培训（{姓名}）" \
  --description "完成公司在线培训课程，包括安全培训、合规培训等" \
  --due "<14天后日期>" \
  --as user

# 任务3：认识团队成员
lark-cli task +create \
  --summary "认识团队成员（{姓名}）" \
  --description "与团队成员逐一交流，了解协作方式和项目背景" \
  --due "<7天后日期>" \
  --as user

# 任务4：完成试用期目标设定
lark-cli task +create \
  --summary "完成试用期目标设定（{姓名}）" \
  --description "与直属经理讨论并确定试用期工作目标和考核标准" \
  --due "<14天后日期>" \
  --as user

Note：--due Use the system date command to calculate the target date, do not calculate mentally. Record task_id after task creation.

Step 5: Set calendar reminders

# 30天试用期评估提醒
lark-cli calendar +create \
  --summary "30天试用期评估 - {姓名}" \
  --start "<30天后 10:00>" \
  --end "<30天后 11:00>" \
  --as user

# 团队迎新会（如适用）
lark-cli calendar +create \
  --summary "团队迎新会 — 欢迎{姓名}" \
  --start "<本周五 15:00>" \
  --end "<本周五 16:00>" \
  --attendee-ids "<new_user_open_id>,<manager_open_id>" \
  --as user

Note: Confirm the time and content with the user before creating schedules to avoid misoperation.

Step 6: Notify HR and direct manager

# 通知 HR
lark-cli im +messages-send \
  --user-id "<hr_open_id>" \
  --markdown "新员工入职通知

姓名：{姓名}
部门：{部门}
岗位：{岗位}
入职日期：{日期}

入职引导已完成以下操作：
- 已发送欢迎消息
- 已添加到部门群
- 已创建入职任务清单
- 已设置试用期评估提醒" \
  --as bot

# 通知直属经理
lark-cli im +messages-send \
  --user-id "<manager_open_id>" \
  --markdown "您团队的新成员 {姓名} 今日入职！

已为 {姓名} 创建了入职任务清单和试用期评估提醒。
请在本周内与 {姓名} 讨论试用期目标。" \
  --as bot

Fallback Strategy

Scenario Fallback Plan
New employee not found Prompt the user to provide open_id
Failed to add to group chat List the failed group chats and let the user add manually
Task creation rate limit Slow down creation speed, 2-second interval
Schedule creation failed Only create tasks, let the user add schedules manually
HR/manager open_id unknown Ask the user to provide it, or skip the notification step

Permission Table

Command Required scope
contact +search-user contact:user.base:readonly
im +messages-send im:message
im chat.members create im:chat.member:write
task +create task:task:write
calendar +create calendar:calendar:write, calendar:event:write

References