Generate onboarding ramp-up plan agentic workflow

The Generate onboarding ramp-up plan agentic workflow is an AI-powered solution that helps managers at your organization onboard new employees more efficiently. This workflow uses AI agents to generate personalized plans that are designed to elevate the knowledge and skills of new employees beginning to embark on their onboarding journey.

The Generate onboarding ramp-up plan agentic workflow facilitates the employee journey that transpires from the preboarding phase to the onboarding phase. As newly hired employees transition from preboarding to onboarding, managers are typically responsible for producing onboarding plans that ramp up the knowledge and skill of new employees joining their team. Creating onboarding plans, especially personalized, team-specific plans, is a time-consuming process for managers that quickly devolves into an increased burden. Moreover, if the ramp-up plans aren't beneficial in developing the knowledge and skill of new employees coming onboard, managers are often required to spend more time on training the talent that they recently acquired. This agentic workflow for generating onboarding ramp-up plans significantly reduces the workload for managers by converting a cumbersome process into an automated workflow.

The Generate onboarding ramp-up plan agentic workflow provides the following benefits to help deliver value to your organization:

• Automates onboarding plan creation by eliminating the need for managers to design individualized plans manually.
• Generates team-specific and role-specific onboarding plans tailored to new hires.
• Minimizes the administrative efforts required from managers during onboarding.
• Ensures that onboarding plans are standardized while still accommodating team differences.
• Speeds up the process of preparing new hires for their roles.
• Focuses on structured knowledge and skill acquisition for new hires from the start.

AI agents

When the Generate onboarding ramp-up plan agentic workflow is triggered, a team of AI agents run autonomously to produce a ramp-up plan tailor-made for the onboarding employee.

This workflow employs AI agents to perform the following functions:

• Collect data on the employee, their onboarding journey, and the assigned team.
• Analyze required role-specific skills from the job description and interview notes, and compare them with the employee’s existing skills from their resume.
• Recommend targeted learning courses to address identified skill gaps.
• Generate a personalized ramp-up plan for the new hire.
• Provide an interactive review process, enabling managers to modify the plan as needed.
• Deliver personalized guidance through an assistant-like interface.

Table 1. AI agents associated with Generate onboarding ramp-up plan agentic workflow

AI agent	AI agent role
Ramp up plan gather inputs AI agent	This AI agent collects data, including journey details, HR cases, team plans, user and manager information, job details, employee skill gaps, and available learning courses. Note: The collected information isn’t used to create an onboarding plan. This AI agent: Gathers information from the given journey Collects information of the employee's current skills and skill gap from the job description, interview notes, and the employee resume. Retrieves the relevant learning courses
Ramp up plan generation AI agent	This AI agent prepares a customized onboarding ramp-up plan that organizes the process into stages and assigns tasks for the employee and manager using the following inputs: Employee's manager Employee's start date Learning recommendations This AI agent creates the following stages for the employee's onboarding journey: Stage 1—Relevant for your role Stage 2—Popular on your team Stage 3—Trending courses Stage 4—Get to know your team Stages 1–3 are composed of the learning courses that were retrieved by the previously mentioned AI agents. Stage 4 contains the tasks that were generated by this AI agent. Stages 1–3 contain up to five learning courses. However, if the corresponding AI agent retrieved zero courses for any of these three stages, then the stage for which courses weren’t retrieved isn't created. Conversely, Stage 4 is consistently created by this AI agent, and contains four tasks each time the stage is created. This AI agent also calculates due dates for each course and task associated with the onboarding plan.
Ramp up plan reviewer AI agent	This AI agent allows managers to review the AI-generated personalized onboarding ramp-up plan and update its details through a conversational interface. It provides practical guidance to support managers in making updates in a user-friendly manner. The following are the AI Agent workflow phases: Present plan - Displays the initial ramp-up plan using employee and journey details. Collect Input – Accept manager instructions to create, update, or delete tasks and stages, confirming all changes. Review – Redisplay the updated plan and check if further changes are needed. Exit – End the session.

• Set Onboarding ramp up trigger to use Employee Center portal
  Set Onboarding ramp-up trigger to use Employee Center portal in the trigger configuration so the onboarding ramp-up plan workflow is accessible through the portal. Without setting the portal, the trigger will not be visible or usable in the Employee Center portal.
• Activate Onboarding ramp-up trigger
  Enable the Onboarding ramp-up trigger to ensure that the workflow runs at the right time during the employee onboarding. This automates plan generation, reduces manual setup for managers, and improves consistency in onboarding processes.
• Activate the associated Now Assist skills
  Enable the Now Assist skills to allow the system to analyze interview notes and job descriptions, extract keywords, and identify relevant skills. This improves skill gap analysis and ensures accurate, personalized ramp-up plans for new employees.
• Add Employee Center to the Now Assist in Virtual Agent display experience
  Enable Now Assist in Virtual Agent to appear in the Employee Center so you can converse with AI agents during a process that's facilitated by an agentic workflow.