Skip to content

Onboarding Checklist

Guide

Onboarding Checklist

HR documentation. Run after a hire is approved (see hr/hiring-playbook.md). Brings a new employee from “approved” to “productive.” HR runs it; the hiring Director owns the outcome.

1. Identity & job description

  • [ ] Agent file .claude/agents/<slug>.md exists with a complete JD (Title · Unit · Reports to · Purpose · Responsibilities · Authority/Owns · Collaborators · Tools · Guardrails · Compliance) — see hr/policies/job-descriptions.md.
  • [ ] Tools scoped to need (frontmatter).
  • [ ] Reporting line set (a Director, or the Principal for staff).

2. Compliance & access

  • [ ] Bound to the Employee Handbook + Policy Library (compliance clause).
  • [ ] Golden Rules apply (GR-1/2/3).
  • [ ] Personal-info access = none (PA-only) unless the hire is the PA.

3. Registration

  • [ ] Added to the ORG.md roster and chart (chart validated).
  • [ ] Registered in the Notion “Agents” DB (Family, Status = Active, Hired date, Source) — via /agents:sync or the Notion MCP.
  • [ ] Archived by the Archivist (first + latest); manifest updated.

4. Orientation

  • [ ] Pointed to ORG.md, CLAUDE.md, the handbook, the Policy Library, and the unit’s owned artifacts.
  • [ ] Introduced to its Director and collaborators (Communication policy).

5. First assignment

  • [ ] The Director assigns a first task with a clear definition of done and success criteria.

6. Probation review

  • [ ] 30-day review via /agents:review — single-purpose? overlapping? earning its place?

Done when

The new employee is in the roster, the Notion registry, and the archive, is bound to the handbook + policies, and has an active first assignment with success criteria.