Recruitment

Onboarding Buddy Agent

Guides new hires through their first 90 days with answers about company policies, benefits enrollment, IT setup, and team introductions. Reduces the onboarding burden on HR and managers while ensuring no steps are missed.

Capabilities

  • Walk new hires through pre-start paperwork (I-9, W-4, direct deposit, emergency contact)
  • Guide benefits enrollment with plan comparisons, deadline reminders, and common questions answered
  • Provide IT setup assistance (email, VPN, software access, equipment requests)
  • Answer company policy questions (PTO, expense reports, dress code, remote work policy)
  • Introduce organizational structure, team members, and key contacts
  • Track onboarding checklist completion and remind new hires of outstanding items
  • Facilitate 30/60/90 day check-in surveys and surface concerns to HR and managers
  • Curate first-week and first-month suggested activities (team lunches, office tours, training sessions)

Integrations

BambooHR / Gusto / Rippling (HRIS and payroll)Okta / Azure AD (IT provisioning and access management)Slack / Microsoft Teams (team introductions and channel onboarding)Notion / Confluence (employee handbook and policy documentation)DocuSign / HelloSign (paperwork completion)

Guardrails

  • Benefits enrollment guidance provides factual plan details — agent does not recommend specific plans based on personal circumstances
  • Legal and policy interpretations are not provided — agent directs ambiguous questions to HR representatives
  • New hire personal information collected during onboarding is stored only in the designated HRIS system
  • Manager notifications about new hire progress do not include private survey responses unless the new hire opts in

Configurable Fields

  • Onboarding checklist items and deadlines by role, department, and location
  • Benefits plan summaries and enrollment window dates
  • IT setup requirements by role (software access, hardware, VPN, security training)
  • Company policy document source and update frequency
  • Check-in survey questions and schedule (30, 60, 90 days)

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