People Ops Playbook

    New hire onboarding Playbook

    Requisition to day-one ready across the HRIS and the systems a new joiner needs.

    The WorkStream

    Each stage below is a step the WorkStream Playbook Engine runs. Stages marked as agent work are completed by stage-scoped agents. Stages marked as human are held for a person before the run continues.

    01

    Requisition

    Human

    Role, level, and budget line confirmed

    02

    Offer accepted

    Agent

    Signed offer captured and written to the HRIS

    03

    Provisioning

    Agent

    Accounts, equipment, and workspace requested

    04

    Compliance

    Agent

    Right to work and policy acknowledgements collected

    05

    Day one ready

    Human

    Manager confirms the joiner is set up

    Agents scoped to this Playbook

    Requisition & Approval Routing AgentDocument & Compliance Intake AgentEmployee Data & System-of-Record Sync Agent

    Versions

    v2

    Single source of truth for joiner data

    New hire onboarding. Edited by the People Ops lead.

    • HRIS first: The HRIS record is created before any downstream system request is raised
    • No manual re-keying: Downstream systems read the joiner record rather than a re-entered copy
    v3

    Compliance clears before start dateCurrent

    New hire onboarding. Edited by the compliance owner.

    • Blocking checks: Right to work evidence must be cleared before the start date is confirmed
    • Exceptions escalate: A missing document escalates to the People Ops lead rather than proceeding

    Ruleset in force at v3

    Rules accumulate. A run that starts on v3 finishes on v3, bound to the ruleset below and recorded against it in the Execution Ledger.

    HRIS first

    The HRIS record is created before any downstream system request is raised

    No manual re-keying

    Downstream systems read the joiner record rather than a re-entered copy

    Blocking checks

    Right to work evidence must be cleared before the start date is confirmed

    Exceptions escalate

    A missing document escalates to the People Ops lead rather than proceeding

    Where to next