task icon Task

Create 30/60/90 Day Plan

Generate a structured onboarding plan with milestones for each phase

Requirements
Role title, level (entry/mid/senior/leadership), team, and any specific skills or certifications needed
1
slice icon Read Onboarding Guide slice →
2
state icon Read People Directory state →
Check for existing profile on the new hire (from recruiting, references, etc.)
3

Review any existing context on this new hire
(e.g., from interview notes, recruiting, or references).

Gather information about the new hire and role:

ROLE BASICS

  • Job title and level
  • Team/department
  • Manager name
  • Start date (if known)

CONTEXT

  • Key responsibilities of the role
  • Critical skills needed
  • Who they'll work closely with
  • Any certifications or compliance training required

TEAM SPECIFICS

  • Current team size and dynamics
  • Ongoing projects they'll join
  • Team ceremonies (standups, planning, retros)
4

Create a 30/60/90 day onboarding plan with this structure:

OVERVIEW

  • Role summary
  • Success criteria for 90-day mark
  • Buddy recommendation (role/type of person)

DAYS 1-30: LEARN

  • Week 1 focus and activities
  • Week 2-4 focus and activities
  • Key people to meet
  • Training to complete
  • 30-day milestone (what they should know/have done)
  • 30-day check-in questions

DAYS 31-60: CONTRIBUTE

  • First owned projects or responsibilities
  • Skills to develop
  • Relationships to build
  • 60-day milestone
  • 60-day check-in questions

DAYS 61-90: OWN

  • Full responsibilities
  • Expected autonomy level
  • Contribution expectations
  • 90-day milestone and success criteria
  • 90-day review topics
5

Customize the plan for the role level:

  • Entry: More structure, explicit guidance, smaller initial tasks
  • Mid: Balanced autonomy, meaningful ownership by day 60
  • Senior: Faster context-gathering, strategic input expected early
  • Leadership: Heavy stakeholder time, team assessment, org navigation
6
task icon Run Resolve Person Entity task →
Update new hire profile: name, role, start_date, notes (30/60/90 plan created), 90_day_milestones, source='Onboarding plan'
 
                    To run this task you must have the following required information:

> Role title, level (entry/mid/senior/leadership), team, and any specific skills or certifications needed

If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.

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You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple CONSECUTIVE read steps in a row, read them all at once (in parallel). Otherwise, do not read a file until you reach that step.

Add all steps to your todo list now and begin executing.

## Steps

1. [Read Onboarding Guide]: Read the documentation in: `skills/sauna/[skill_id]/references/hr.onboarding.guide.md`

2. [Read People Directory]: Discover relevant information in the user's filesystem at `documents/knowledge/people/*.md`. (Check for existing profile on the new hire (from recruiting, references, etc.))

3. Review any existing context on this new hire
(e.g., from interview notes, recruiting, or references).

Gather information about the new hire and role:

ROLE BASICS
- Job title and level
- Team/department
- Manager name
- Start date (if known)

CONTEXT
- Key responsibilities of the role
- Critical skills needed
- Who they'll work closely with
- Any certifications or compliance training required

TEAM SPECIFICS
- Current team size and dynamics
- Ongoing projects they'll join
- Team ceremonies (standups, planning, retros)


4. Create a 30/60/90 day onboarding plan with this structure:

OVERVIEW
- Role summary
- Success criteria for 90-day mark
- Buddy recommendation (role/type of person)

DAYS 1-30: LEARN
- Week 1 focus and activities
- Week 2-4 focus and activities
- Key people to meet
- Training to complete
- 30-day milestone (what they should know/have done)
- 30-day check-in questions

DAYS 31-60: CONTRIBUTE
- First owned projects or responsibilities
- Skills to develop
- Relationships to build
- 60-day milestone
- 60-day check-in questions

DAYS 61-90: OWN
- Full responsibilities
- Expected autonomy level
- Contribution expectations
- 90-day milestone and success criteria
- 90-day review topics


5. Customize the plan for the role level:
- Entry: More structure, explicit guidance, smaller initial tasks
- Mid: Balanced autonomy, meaningful ownership by day 60
- Senior: Faster context-gathering, strategic input expected early
- Leadership: Heavy stakeholder time, team assessment, org navigation


6. [Gather Requirements for Resolve Person Entity] The next step has the following requirements: "Person information to resolve: name (required), email (if known), service source (gmail/slack/calendar/etc), relationship context, and any additional identifiers (Slack handle, LinkedIn, etc.)". Search the user's data for this information or ask them directly if needed. Do not proceed until you have this information.

7. [Execute Resolve Person Entity Task]: Spawn a subagent and provide it with the requirements gathered above and instructions to read `skills/sauna/[skill_id]/references/recipes/context.entity.resolve_person.md` for its task list