AI agent for manager of human resources
Onboarding 30-60-90 Check-In Agent
Catch early new hire problems and confirm they improve within a few weeks
What it does
By day 45 nobody has asked a new hire how it is going. This agent schedules check-ins for every new hire at 30, 60 and 90 days and sends short surveys to the hire and the manager. It reads the answers for risk signals, such as unclear goals, missing tools, no buddy or a low sense of belonging. If a risk shows, it opens a task for HR with the specific issue and re-checks two weeks later to see whether the answers improved. It keeps a status view per hire and per manager so late surveys are chased. The HR leader approves any intervention before it reaches the manager or hire. Edge case: if the hire and manager answers disagree strongly, it flags both for a private HR conversation.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- New hire starts
- Schedule the 30, 60 and 90 day check-ins
- Send surveys to the hire and manager
- Were both surveys returned within 5 days?If not: Send a reminder and tell the HR contact if still missing. Back to step 3.
- Read answers for risk signals
- Are all key answers at least 3 of 5?If not: Open an HR task with the issue and draft an intervention. Back to step 5.
- HR leader approves each interventionThe agent waits here for your OK.
- Recheck with a short pulse two weeks later
- Did the risk improve?If not: Escalate to the HR leader with a new action. Back to step 6.
- Check-in summary per new hire
How it decides
It flags a risk when any key answer is under 3 of 5 or the manager and hire differ by 2 points or more.
- Flag a risk when any key answer is under 3 of 5
- Flag a manager and hire gap of 2 points or more
- Remind after 5 days without a reply
- Re-check two weeks after any intervention
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Check-in days (default 30, 60, 90)
- Risk threshold (default under 3 of 5)
- Reminder delay (default 5 days)
- Survey questions (default the company's onboarding set)
What keeps you in control
It always asks you first
- HR leader approves each intervention before it reaches the manager or hire
Hard limits
- Never share a hire's answers with the manager without approval
- Never contact hires about performance issues
- Keep survey data private to HR
It stops when
- Done: 90-day check-in completed with no open risk
- Stop: Hire leaves or HR closes the case
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide