Use Case: HR Onboarding

AI Agent for HR Onboarding and Employee Questions

New joiners have dozens of questions in their first weeks, and every employee asks HR about leave balances, payslips and policies. Build an internal AI agent that walks new hires through onboarding, collects their documents and answers policy questions on Slack, WhatsApp or a web portal, while keeping personal and sensitive matters with your HR team.

Integrates with the tools you already use

ShopifyAmazonStripeSlackNotionVercel

What an HR Assistant Takes Off Your Team

Repeat questions and checklists, not decisions about people

Pre-joining Checklist

Before day one, the agent collects ID proof, address proof, bank details, education certificates and previous employment documents, and reminds joiners about what is pending.

First-week Guidance

Where to report, who the buddy is, which tools to set up, and which trainings to complete, delivered as a step-by-step checklist.

Policy Answers

Leave policy, travel and reimbursement rules, work-from-home guidelines, holiday calendar. Answers quote your handbook, so they match what HR would say.

Payroll and Leave Queries

Where your HRMS has an API, verified employees can check leave balance or payslip availability; otherwise the agent explains where to find them.

IT and Access Requests

New-joiner laptop, email and tool access requests are raised with the IT team in the format they need.

Confidential Matters to HR

Grievances, harassment reports, compensation discussions and health-related leave go straight to a named HR contact. The agent does not try to handle them.

How the HR Assistant Is Set Up

Built with your HR operations team

Upload the Handbook
Employee handbook, policies, holiday list and onboarding checklist become the agent's knowledge.
Choose Where Employees Ask
Slack for desk teams, WhatsApp for field and frontline staff, or a web chat on your intranet.
Connect Your HR Systems
Where your HRMS supports it, connect through API to read leave balances or update onboarding status.
Define Confidential Topics
List the topics that always go to a person and who receives them, so sensitive conversations never stay with the agent.
5
Refresh When Policies Change
Update the knowledge base whenever a policy changes so answers stay correct.

What the Conversations Look Like

Illustrative examples for a sample company. Policies quoted come from your own handbook.

New joiner on day two

Illustrative example

English

How do I claim the internet reimbursement?

Per the reimbursement policy, submit your monthly internet bill in the expense tool under the category Internet by the 5th of the next month. The limit for your grade is listed in the policy. Want me to share the link to the expense tool?

Yes

Here it is. You also have two onboarding items pending: the code of conduct training and your PF nomination form.

Answer quoted from handbook

Answered and reminded of pending onboarding tasks

Sensitive request

Illustrative example

English

I want to raise a concern about my manager

Thank you for raising this. Concerns like this are handled directly and confidentially by our HR team. I have asked your HR business partner to contact you privately today. Nothing further from this chat is shared with your manager.

Routed privately to HR business partner

HR Onboarding Use Case FAQ

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Give New Joiners Answers on Day One

Share your onboarding checklist and handbook and we will set up an HR assistant around them.

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