New hire pre-boarding handoff one week before Day 1

By General Input

Each morning, find new hires starting in about a week, build their onboarding checklist in Asana, and brief their manager in Slack.

Integrations

  • BambooHR
  • Asana
  • Slack Bot

Type

Agentic Task

Categories

  • HR & People
  • Operations

Every morning at 7am in my company timezone, I want an agent to look one week ahead in BambooHR and kick off the manager-facing pre-boarding handoff for any new hire whose start date is roughly seven days out.

Trigger: cron, daily at 7am.

Steps the agent should run:

1. Call BambooHR's Get Employee Directory to fetch all current employees and their hire dates. Filter the directory down to records whose hire date is between six and eight days from today (inclusive). If a recent sync timestamp is already stored in workflow state, prefer BambooHR's Get Changed Employees scoped to that window to cut down the work.

2. For each new hire that matches, call BambooHR's Get Employee to pull full details: first and last name, job title, department, work location, and the assigned manager (name and work email).

3. Before doing anything else for that new hire, check whether the handoff has already happened. Look for an existing Asana onboarding task tagged with the employee ID and start date, or track handed-off employee IDs in persistent workflow state. If the handoff is already done, skip. Idempotency matters: never create tasks or DM the manager twice for the same new hire.

4. For each unhandled new hire, use Asana's Create a Task to create a parent onboarding task in the new hire's department project. If a per-department project mapping isn't configured, fall back to a single shared onboarding project. Title it something like 'Pre-boarding: <First Last> starts <Date>' and assign it to the listed manager. Then use Asana's Create a Subtask four times to add these standard subtasks under the parent, each also assigned to the manager: laptop shipment, account provisioning, first-week reading, and Day 1 buddy intro.

5. Use Slack's Send a Message (slackbot) to DM the manager with a short personalized brief: who's starting, the start date, job title, department, work location, and a link to the freshly created Asana parent task. Look the manager up in Slack by their BambooHR work email. If the manager can't be resolved, or BambooHR doesn't list one, post the brief to a configurable HR fallback channel instead so it still reaches a human.

Inputs and configuration to expose at setup:

- Asana workspace, optional per-department project mapping, and a fallback onboarding project.

- Company timezone for the 7am cron.

- Lead-time window in days (default 6 to 8).

- HR fallback Slack channel for missing-manager cases.

Behavior notes: on days with no matching new hires, do nothing (no tasks, no DMs, no noise). Only send the manager one DM per new hire even if the workflow runs multiple times.

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