Generate onboarding ramp-up plan agentic workflow

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 8 min. de leitura

    • 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 a team of AI agents to generate team specific and personalized plans for every new hire.

    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.

    Trigger conditions for agentic workflow

    By default, the Generate onboarding ramp-up plan agentic workflow uses the data in the Journeys [sn_jny_journey] table for defining the conditions under which the workflow is triggered. Specifically, this agentic workflow is triggered when a Journey record with the following attributes is created or updated:

    • The State field in the Journey record is set to Ready.
    • The Journey accelerator plan type field in the corresponding Journey Configuration record is set to Agentic AI Onboarding Plan Type.
    • The Type field in the corresponding Journey Configuration record is set to Blank or Onboarding.
    • The date in the Employment start date field in the HR profile record of the onboarding employee is equal to or greater than the system date by up to the number of days specified in the sn_jny.agent_conversation_head_start_days property. The default number of days specified in the sn_jny.agent_conversation_head_start_days property is five.
    Dica:
    When all the previously mentioned conditions are true, the Trigger onboarding rampup agent scheduled job selects the Initiate onboarding ai check box in the Journey record to initiate the agentic workflow. This scheduled job runs nightly to ensure that the Initiate onboarding ai check box is selected for qualifying Journey records.

    If your organization wants to specify different trigger conditions for this agentic workflow, you can edit the trigger conditions during the workflow configuration process. To edit the trigger conditions or other components of this agentic workflow, you must first duplicate the workflow. Then, you can configure the workflow that you duplicated to your specifications. For more information about duplicating an agentic workflow, see Duplicate an agentic workflow.

    Trigger conditions to set the Employee Center portal

    By default, the Generate onboarding ramp-up plan agentic workflow uses the Employee Center portal as the default portal. If it isn’t set by default, ensure that you edit the Onboarding ramp-up trigger and set the portal to Employee Center. For more information, see Set Onboarding ramp up trigger to use Employee Center portal.
    Nota:
    To update the trigger, you should have admin access.

    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.
    Tabela 1. AI agents associated with Generate onboarding ramp-up plan agentic workflow
    AI agent AI agent role
    Ramp up plan generation AI agent This AI agent automates the creation of the personalized onboarding ramp-up plan for new employees. It performs the following functions:
    Data collection
    • Gathers information from the onboarding journey, HR cases, team plans, user and manager profiles, job details, and learning resources.
    • Extracts employee skills and identifies skill gaps using job descriptions, interview notes, and resumes.
    • Retrieves relevant learning courses aligned with identified skill gaps and role requirements.
    Onboarding plan generation
    • Uses the employee’s start date, manager details, and learning recommendations to build a structured onboarding plan.
    • Organizes the plan into up to four stages:
      • Stage 1: Relevant for Your Role
      • Stage 2: Popular on Your Team
      • Stage 3: Trending Courses
      • Stage 4: Get to Know Your Team
    Content creation and task management
    • Includes up to five learning courses per stage (Stages 1–3).
    • Skips any stage without available courses.
    • Stage 4 always appears and contains:
      • Three core team-related tasks.
      • Up to six additional 1:1 meeting tasks with teammates.
      • A maximum of nine tasks in total.
    Scheduling and delivery

    • Assigns tasks and learning items to both employee and manager.

    • Calculates and assigns due dates for all courses and tasks to ensure timely completion.
    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.

    Tools mapped to the Generate onboarding ramp-up plan agentic workflow

    The following tools are mapped to AI agents used in the Generate onboarding ramp-up plan agentic workflow:

    Tabela 2. Tools mapped to the Ramp-up plan generation AI agent
    Tool type Execution mode Name Description
    Knowledge graph Autonomous Get teammates This tool retrieves users who are managed by a specified manager.
    Scripts Autonomous Process teammates This script validates the teammate user list and removes the employee record if present.
    Scripts Autonomous Create ramp-up plan This script creates a personalized onboarding ramp-up plan for a user. It defines stages and tasks based on the employee’s role requirements and recommended learning courses. The resulting plan provides a structured framework that supports the employee’s skill development and smooth integration into the team.
    Tabela 3. Tools mapped to the Ramp-up plan gather inputs AI agent
    Tool type Execution mode Name Description
    Scripts Autonomous Gather inputs This script retrieves information including journey details, HR cases, JA plan data, user information, manager information, and new job details.
    Now Assist skills Autonomous Get keywords from text using payload id This Now Assist Skills uses an LLM to retrieve relevant keywords from a block of text. Such as, job description or interview notes.
    Scripts Autonomous Finds skills and levels based on keywords and phrases This script searches for skills using keywords and phrases. Multiple keywords or phrases must be provided as a comma-separated list.
    Now Assist skills Autonomous Interview note / skill search rationalizer This Now Assist skill uses an LLM to retrieve system skills that align with the interview notes
    Now Assist skills Autonomous Job description / skill search rationalizer

    This script rationalizes job description skills by aligning them with the results of the skill search. It’s intended for use only with job description data to ensure that the identified skills are consistent and relevant to the role.
    Scripts Autonomous Skill gap combiner This script combines rationalized skills from interview notes and job descriptions with additional system data to produce the final skill gap.
    Scripts Autonomous Get learning courses This script retrieves a list of learning courses for an employee to support ramp-up into a new role. The results may include recommended courses, team courses, and trending courses.
    Tabela 4. Tools mapped to the Ramp-up plan reviewer AI agent
    Tool type Execution mode Name Description
    Scripts Autonomous Update plan This script updates the ramp-up plan by applying the specified field names and corresponding values.
    Scripts Autonomous Find stage by title This script searches for and retrieves a stage in the ramp-up plan using the provided stage name.
    Scripts Autonomous Delete task by name This script deletes a task from the ramp-up plan.
    Scripts Autonomous Create task This script creates a task in the ramp-up plan.
    Scripts Autonomous Find courses by keyword This script searches for learning courses using the specified keyword and returns matching results.
    Scripts Autonomous Create stage This script creates a new stage in the ramp-up plan.
    Scripts Autonomous Delete stage This script deletes a stage from the ramp-up plan.
    Scripts Autonomous Lookup user by name This script looks up user records in the system using the provided name.
    Scripts Autonomous Display ramp-up plan This script generates a description of the ramp-up plan and provides a link to the journey for display to the user.
    Scripts Autonomous Create catalog and order guide items This tool creates corresponding tasks for the items selected by the manager.

    Plugins required for optimum output

    To achieve optimum output of the Generate Onboarding ramp-up plan agent, the following plugins are essential. Installing the recommended plugins helps maximize efficiency and overall output quality.

    • Now Assist for HR Service Delivery (sn_hr_gen_ai)
    • Skills Foundation (sn_skills_int)
    • Learning (sn_lep)
    • Hiring Core (sn_ta_hiring_core)
    • Journey Designer (sn_jny)