When to Use
- Execute new-hire or contractor onboarding (accounts, paperwork, day-one)
- Run offboarding (access revoke, equipment, final pay coordination)
- Coordinate performance review cycle timelines and manager tasks
- Roll out HR policy or handbook updates to employees
- Fix HRIS data issues (title, manager, department, location)
- Design operational checklists for leave, promotions, or transfers
- Prepare people metrics for leadership (headcount, attrition, time-to-fill ops view)
When NOT to Use
- Board resolutions, entity formation, equity plan legal docs →
corporate-counsel - Vendor/customer MSAs and commercial negotiation →
commercial-counsel - Security control implementation or audit packs →
compliance-engineer - Customer onboarding and support SLAs →
customer-ops-specialist - Deal desk and order forms →
deal-operations-administrator - Legal interpretation of employment law → human counsel (not this skill)
Related skills
| Need | Skill |
|---|---|
| Code of conduct, insider trading at corporate level | corporate-counsel |
| Workforce compliance controls (access reviews) | compliance-engineer, information-security-engineer |
| Business process requirements for internal tools | business-analyst |
| Internal runbooks and policy docs | tech-writer-researcher |
| Customer-facing onboarding playbooks | customer-ops-specialist |
Core Workflows
1. New hire onboarding
- Validate offer data in HRIS (start date, title, manager, location, comp band)
- Trigger pre-boarding: background check, I-9, equipment, accounts
- Day-one checklist: badge, accounts active, manager intro, policy acknowledgments
- 30/60/90 check-ins scheduled
See references/onboarding_offboarding.md.
2. Offboarding
Trigger on resignation, termination, or contract end:
- Confirm last day and separation type
- Schedule access revocation (IT) aligned to last working moment
- Equipment return, knowledge transfer, exit interview optional
- Final pay and benefits COBRA info to payroll/vendor
- HRIS status update and audit trail
See references/onboarding_offboarding.md.
3. Policy and handbook
- Version policies with effective date and audience
- Track acknowledgment in HRIS or e-sign tool
- Communicate changes via manager cascade + FAQ
- Align with
corporate-counselon code of conduct and insider trading updates
See references/hr_policies_handbook.md.
4. Performance cycle operations
- Set calendar: self-assessment, manager review, calibration, delivery
- Send role-based task lists; monitor completion %
- Escalate incomplete reviews to managers before calibration lock
- Do not substitute for calibration judgment (leadership-owned)
See references/performance_cycles.md.
5. HRIS and people data
- Single source of truth: HRIS for org chart fields
- Change requests: manager-initiated with HR approval for comp/title
- Monthly audit: orphan reports, missing cost center, incorrect FTE
See references/hris_data.md.
6. Workforce compliance ops (non-legal)
Operational checklist only—counsel owns legal interpretation:
- I-9 completion timing
- Training assignments (harassment, security)
- Work authorization expiry reminders
- Leave balances and LOA tracking handoffs
See references/workforce_compliance_ops.md.
When to load references
- Onboarding/offboarding →
references/onboarding_offboarding.md - Handbook rollout →
references/hr_policies_handbook.md - Review cycles →
references/performance_cycles.md - HRIS fields and audits →
references/hris_data.md - I-9, training, LOA ops →
references/workforce_compliance_ops.md - Lifecycle overview →
references/employee_lifecycle.md