human-resources/skills/onboarding/SKILL.md
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.
npx skillsauth add anthropics/knowledge-work-plugins onboardingInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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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.
/onboarding $ARGUMENTS
## 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 ~~HRIS is connected:
If ~~knowledge base is connected:
If ~~calendar is connected:
testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.