Generate onboarding ramp-up plan agentic workflow

  • Release version: Yokohama
  • Updated July 31, 2025
  • 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 at your organization. It automates the creation of personalized onboarding plans, assisting managers in enhancing the knowledge and skills of new hires efficiently as they transition from preboarding to onboarding phases.

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    Key Features

    • Automated Plan Creation: Eliminates the need for managers to manually design individualized onboarding plans.
    • Personalization: Generates team-specific and role-specific onboarding plans tailored to the individual needs of new hires.
    • Minimized Administrative Efforts: Reduces the workload on managers during the onboarding process.
    • Standardization: Ensures onboarding plans are consistent while accommodating team-specific requirements.
    • Structured Learning: Focuses on organized knowledge and skill acquisition from the outset.

    Key Outcomes

    By implementing this workflow, organizations can expect:

    • Enhanced efficiency in onboarding new employees, allowing managers to focus on other responsibilities.
    • Improved skill development for new hires, reducing the time managers spend on additional training.
    • Streamlined onboarding processes that can adapt to various team needs while maintaining a high standard.

    AI Agents

    This workflow utilizes several AI agents to automate and facilitate the onboarding process:

    • Ramp Up Plan Gather Inputs: Collects essential data regarding the new hire's journey, skills, and learning courses.
    • Ramp Up Plan Generation: Produces a customized onboarding ramp-up plan, organizing it into defined stages and assigning tasks.
    • Ramp Up Plan Reviewer: Allows managers to review and modify the generated onboarding plan through an interactive interface.

    Configuration Steps

    To utilize the Generate onboarding ramp-up plan agentic workflow effectively:

    • Set the onboarding ramp-up trigger in the Employee Center portal for accessibility.
    • Activate the trigger to ensure timely execution during the onboarding process.
    • Enable Now Assist skills to enhance skill gap analysis and support accurate ramp-up plans.
    • Add Employee Center to the Now Assist in Virtual Agent display to facilitate AI interactions.

    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.