Solutions · HR & People
Turn a start date and a role into an onboarding plan. AOS.work brings together your policies, team checklists and follow-up, with people in charge of the decisions.
A customer success colleague starts Monday. Prepare their first-week plan using our onboarding guide and flag anything HR or IT needs to confirm.
Customer success · first-week plan
- Owner
- People OpsR
- Due
- Before Monday
first-week-plan.md
Today
The checklist starts over
HR copies a previous plan, then chases managers and IT to adapt it.
Answers depend on who replies
Policy links and local guidance are scattered across folders and messages.
Handoffs disappear
Equipment, access and introductions have different owners. Missing steps surface on day one.
How it works
An onboarding Skill applies your playbook to the new hire's role. Library holds the guidance; Base holds the checklist and owners.
- 01
Read the right guidance
Load the onboarding Skill, approved policies from Library and the team's checklist from Base.
- 02
Confirm the details
Ask for the location and manager. Flag missing requirements for HR to resolve.
- 03
Prepare the first week
Draft the schedule, policy links and checklist with an owner for each step. HR reviews the plan.
- 04
Follow through
A Scheduled Task checks open items and prepares a progress note for the onboarding owner.
What changes
Shared starting point
Plans use the approved guidance in Library, with links back to the source.
Role-specific preparation
One playbook adapts the checklist to the team, location and start date.
Visible ownership
HR, managers and IT can see who owns the next step in Base.
Fewer repeated questions
Prepare policy answers from supplied guidance; route exceptions to HR.
Follow-up with context
Scheduled progress notes use the same checklist as the original plan.
People keep control
HR reviews the output. Connected actions use explicitly authorised access.
Skills for this workflow
Build a first-week plan from the role and approved guidance.
Draft an answer with source links and unresolved questions.
Review open steps and prepare a note for their owners.
Organise supplied review notes for a manager to assess.
Example Skills, configured to your process and released through Explore.
Bring an onboarding checklist and a role. See the first-week plan take shape.