Generate onboarding ramp-up plan agentic workflow

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of Generate Onboarding Ramp-Up Plan Agentic Workflow

    The Generate onboarding ramp-up plan agentic workflow is an AI-driven solution designed to streamline the onboarding process for new employees. It automates the creation of personalized, team-specific onboarding plans, easing the workload for managers and enhancing the integration of new hires from preboarding to onboarding.

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    Key Features

    • Automated Plan Creation: Eliminates manual design of individualized onboarding plans, significantly reducing administrative burdens on managers.
    • Tailored Onboarding Plans: Generates role-specific and team-specific plans, ensuring relevance to the new hire's position and team dynamics.
    • Standardization with Flexibility: Maintains a standardized approach while accommodating differences between teams.
    • AI Agents: Autonomous AI agents collect data, analyze skills, recommend courses, and create personalized ramp-up plans with an interactive review process.
    • Structured Learning: Focuses on a systematic approach to knowledge and skill acquisition for new employees.

    Key Outcomes

    By utilizing this agentic workflow, organizations can expect:

    • Reduced time and effort in creating onboarding plans.
    • Faster preparation of new hires for their roles, leading to increased productivity.
    • Improved knowledge and skill development for new employees, minimizing the need for additional training.
    • Enhanced manager engagement through a user-friendly plan review interface.

    Plugins Required for Optimum Output

    To maximize the workflow's efficiency, the following plugins are recommended:

    • Now Assist for HR Service Delivery (snhrgenai)
    • Skills Foundation (snskillsint)
    • Learning (snlep)
    • Hiring Core (sntahiringcore)
    • Journey Designer (snjny)

    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.

    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 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.

    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)