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Assemble New Hire Packets
Compile state-specific forms for HR review and share the checklist
Use this Agent instantly or customize it - no programming needed
- Accepted-hire intake fileAccepted-hire intake file
Your intake file names the hire, work state, employment type, role, and start date.
- Approved packet libraryApproved packet library
Your approved library holds standard and state forms with version labels and effective dates.
- State form requirementsState form requirements
Your requirement list maps each work state and employment type to required forms.
- HR review instructionsHR review instructions
Your review instructions tell HR which forms need signatures and how to distribute them.
Your file storage service holds the intake and approved forms, and keeps each HR review folder private.
- Missing intake details alertMissing intake details alert
HR gets the intake link and knows which hire details People Ops still needs to provide.
Your team chat gives HR a private packet link and flags forms that need attention.
- HR review packetHR review packet
Your restricted HR review folder holds copies of the available standard and state forms.
- Legal review checklistLegal review checklist
Your checklist lists each source and version, signature needs, delivery instructions, and unresolved gaps.
- HR review messageHR review message
HR gets the review folder link and knows whether missing or outdated forms put delivery on hold.
- HR review packetHR review packet
Your restricted HR review folder holds copies of the available standard and state forms.
- Legal review checklistLegal review checklist
Your checklist lists each source and version, signature needs, delivery instructions, and unresolved gaps.
- HR review messageHR review message
HR gets the review folder link and knows whether missing or outdated forms put delivery on hold.
This Agent waits for an accepted-hire intake file with a confirmed work state. It checks your approved packet library and copies matching forms into an HR review folder. HR gets the link, checklist, and any holds in chat.
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SlackUsed as:
- Team chat
Slack gives HR a private packet link and flags forms that need attention.
Google DriveUsed as:
- File storage service
Google Drive holds the intake and approved forms, and keeps each HR review folder private.
ClickUpUsed as:
- Team chat
ClickUp gives HR a private packet link and flags forms that need attention.
ZoomUsed as:
- Team chat
Zoom gives HR a private packet link and flags forms that need attention.
TelegramUsed as:
- Team chat
Telegram gives HR a private packet link and flags forms that need attention.
Google ContactsUsed as:
- File storage service
Google Contacts holds the intake and approved forms, and keeps each HR review folder private.
Google ChatUsed as:
- Team chat
Google Chat gives HR a private packet link and flags forms that need attention.
Microsoft SharePointUsed as:
- File storage service
Microsoft SharePoint holds the intake and approved forms, and keeps each HR review folder private.
ChatworkUsed as:
- Team chat
Chatwork gives HR a private packet link and flags forms that need attention.
Made for your industry
Assemble New Hire Packets is made for businesses in these industries.
- Staffing and Recruiting
Prepare state forms for placement hires before HR review.
Show all Agents for the Staffing and Recruiting industry - Construction
Stage state forms for new field crews and flag outdated copies.
Show all Agents for the Construction industry - Healthcare
Prepare state packets for new care staff and flag missing forms.
Show all Agents for the Healthcare industry - Hospitality
Build review packets for new property staff in each work state.
Show all Agents for the Hospitality industry - Restaurants
Gather state notices for restaurant hires before HR review.
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Made for your role
Assemble New Hire Packets is made for people in these roles.
- HR Coordinator
Assemble each hire's state packet and send HR the review link.
Show all Agents for the HR Coordinator role - People Operations Manager
Flag packet gaps for HR before forms go to a new hire.
Show all Agents for the People Operations Manager role - Onboarding Coordinator
Prepare approved forms for each new hire's work state.
Show all Agents for the Onboarding Coordinator role
Made for your department
Assemble New Hire Packets is made for people in these departments.
- Human Resources
Send HR a packet link and checklist before delivery to the hire.
Show all Agents for the Human Resources department
How Assemble New Hire Packets works
4 steps, in order, on every run.
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Read the intake fileConfirm the hire's work state and employment type from the new intake file. Flag missing details for HR instead of starting the packet.
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Find the right formsMatch your approved standard packet and state forms to the work state and employment type. Flag missing or outdated files.
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Build the HR review packetCreate a restricted HR folder with copies of the selected forms. Add a checklist with versions and items for legal review.
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Send HR the review linkShare the folder link and checklist summary in private HR chat. Call out missing files as a hold before delivery.
How to Get Started
Connect the tools you already use, such as Slack, Google Drive or ClickUp.
9 tools
- Choose the accepted-hire intake folder and require People Ops to add an intake file only after confirming the hire's work state; the file names the hire, role, employment type, start date, and work state.
- Choose a restricted HR review folder and an approved packet library with standard files, state-specific notices and forms, effective dates, version labels, and a maintained state and employment-type requirement list.
- Choose the private HR chat destination and the fields HR wants on its legal-review checklist, including forms needing signatures and any distribution instructions.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Assemble New Hire Packets:
You choose the approved packet library and maintain the state and employment-type requirement list. HR handles any missing, expired, or conflicting forms.
HR gets the intake link and a list of missing details. People Ops must supply them before the Agent assembles a packet.
No. HR receives the restricted review folder and checklist. Your team handles legal review and delivery to the hire.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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