pf-onboarding-docs

Alternative to BambooHR's onboarding paperwork — generates first-week schedules, welcome packets, and onboarding checklists as professional DOCX documents. Personalized per new hire, role, and department. Data stays local, fully customizable. Now with deep HR compliance knowledge built in.

Installation

1. Download the pf-onboarding-docs.plugin file
2. Open Claude Desktop and navigate to Settings > Plugins
3. Click Install Plugin and select the downloaded .plugin file
4. The plugin will be installed and available immediately

Note: All data stays local on your machine. No external API calls or cloud storage required.

The Problem

SMBs pay $2,400-6,000/yr for BambooHR, Gusto, or Rippling — primarily to automate onboarding paperwork. Most of these tools are full HRIS platforms where 70% of features go unused. The core pain point is simple: generating personalized onboarding documents for each new hire takes 1-2 hours of manual assembly from scattered templates.

The Solution

This plugin turns that 2-hour process into a 10-minute workflow. Enter new hire details once, generate all three onboarding documents automatically — customized by role, department, and work mode (remote/hybrid/onsite). Every document includes federal and state employment law compliance content with source-level citations.

Quick Start

/onboarding:setup                          # One-time: set up workspace + company profile
/onboarding:intake Jane Smith              # Create hire profile
/onboarding:full-onboard Jane Smith        # Generate all 3 documents at once

Or generate documents individually:

/onboarding:schedule Jane Smith            # First-week schedule
/onboarding:welcome-packet Jane Smith      # Welcome packet
/onboarding:checklist Jane Smith           # Onboarding checklist

Commands

Command	Description
/onboarding:setup	Initialize workspace, company profile, state jurisdiction, check dependencies
/onboarding:intake [name]	Create new hire profile with compliance pre-check
/onboarding:schedule [name]	Generate first-week schedule DOCX (SHRM Four C's themed)
/onboarding:welcome-packet [name]	Generate welcome packet DOCX with compliance section
/onboarding:checklist [name]	Generate onboarding checklist DOCX with federal citations
/onboarding:full-onboard [name]	Run complete pipeline (all 3 documents)
/onboarding:status	Show which documents exist for which hires

What You Get

First-Week Schedule

A day-by-day agenda with time slots, activities, locations, and responsible persons. Each day is themed using the SHRM Four C's framework: Day 1 (Compliance), Day 2 (Clarification), Day 3 (Culture), Day 4-5 (Connection). Role-specific and work-mode aware.

Welcome Packet

A comprehensive 7-section reference document: welcome message, company overview, team & key contacts, first-week logistics, benefits summary with enrollment timelines, IT setup guide with NIST security standards, and compliance quick reference with I-9/ADA/OSHA notices.

Onboarding Checklist

A categorized task list with checkbox placeholders, assigned owners (HR/IT/Manager/Employee), and due dates calculated from the start date. All tasks include regulatory citations — I-9 (8 CFR §274a.2), W-4 (IRS Pub 15), OSHA (29 CFR 1910), EEOC (29 CFR §1601.30), FMLA (29 CFR §825.300). IT tasks reference NIST SP 800-53 security controls.

Feature Comparison

Feature	pf-onboarding-docs	BambooHR	Gusto	Rippling
First-week schedule	✅ Full (Four C's themed)	⚠ Partial	❌	❌
Welcome packet	✅ Full (7 sections + compliance)	✅ Full	⚠ Partial	⚠ Partial
Onboarding checklist	✅ Full (citations included)	✅ Full	✅ Full	✅ Full
Federal compliance citations	✅ Full (I-9, W-4, FLSA, EEOC, OSHA)	⚠ Partial	⚠ Partial	⚠ Partial
State compliance matrix	✅ Full (6 states + federal)	✅ Full	✅ Full	✅ Full
SHRM Four C's framework	✅ Built-in	❌	❌	❌
NIST IT security standards	✅ Full (SP 800-53 controls)	❌	❌	❌
E-signatures	❌	✅ Full	✅ Full	✅ Full
Tax forms (I-9, W-4)	❌ (cites requirements)	✅ Full	✅ Full	✅ Full
ATS integration	❌	✅ Full	⚠ Partial	✅ Full
Data privacy	✅ Local only	❌ Cloud	❌ Cloud	❌ Cloud
Template customization	✅ Full	⚠ Partial	⚠ Partial	⚠ Partial
Cost	✅ included with your subscription	$2,400-6,000/yr	$648-2,988/yr	$960-6,000/yr
Multi-user	❌ Single user	✅ Full	✅ Full	✅ Full

AI-Powered Features

• SHRM Four C's Schedule Theming: First-week schedules are structured using Talya Bauer's Four C's framework (Compliance, Clarification, Culture, Connection) for evidence-based onboarding progression
• Federal Compliance Citation Engine: All compliance tasks include source-level citations to U.S.C., CFR, and IRS publications — not generic advice, but specific regulation references
• State Compliance Matrix: Automatically applies state-specific requirements (new-hire reporting deadlines, anti-harassment training mandates, wage notice laws) based on configured jurisdiction
• NIST IT Security Provisioning: IT setup tasks reference NIST SP 800-53 Rev. 5 security controls (AC-2, IA-2, AT-2) for professional-grade access management
• I-9 Timeline Intelligence: Automatically flags I-9 compliance deadlines (3-business-day Section 2 rule per 8 CFR §274a.2) and E-Verify submission windows
• ADA Accommodation Flagging: Intake process captures accommodation needs and triggers ADA interactive process per 42 U.S.C. §12112(b)(5)(A)
• Benefits Enrollment Timeline Engine: Calculates enrollment deadlines per ACA (26 U.S.C. §4980H), COBRA notice windows (29 CFR §2590.606-1), and HIPAA special enrollment triggers (45 CFR §146.117)
• Anti-Hallucination Compliance: All legal citations sourced from centralized onboarding-kb knowledge base — never fabricated or extrapolated
• Role-Specific Schedule Generation: Creates personalized first-week schedules based on job role, department, and work mode (remote/hybrid/onsite)
• Adaptive Logistics Customization: Generates office logistics sections customized for remote vs. onsite employees
• Department-Aware Orientation: Creates department-specific onboarding checklists with role-appropriate training and meetings
• Smart Timeline Calculation: Automatically calculates due dates from start date for all onboarding tasks
• Personalized Welcome Content: Includes hire details throughout documents for personal touch

Estimated Cost per Use

Disclaimer: Token estimates are approximate and based on typical usage patterns measured from skill prompt sizes. Actual costs vary with input data size, conversation length, and complexity. Estimates use Claude Sonnet 4.6 pricing ($3/1M input, $15/1M output). Cowork and Claude Desktop subscription users (Pro/Max/Team) are not charged per-token — these estimates apply only to direct Anthropic API usage. Running stages individually in fresh sessions uses fewer input tokens than running the full pipeline sequentially, because pipeline mode accumulates conversation history across stages.

Per skill (run individually in a fresh session):

Stage	Skill Prompt	User Input	Total Input	Output	Est. Cost
onboarding-intake	~2.4K	~800	~6.1K	~3.0K	~$0.06
onboarding-kb	~5.3K	~800	~8.9K	~5.3K	~$0.11
onboarding-packet	~2.5K	~800	~6.2K	~3.0K	~$0.06
onboarding-schedule	~2.5K	~800	~6.1K	~3.0K	~$0.06
onboarding-checklist	~3.8K	~800	~7.4K	~4.0K	~$0.08
onboarding-welcome-packet	~2.5K	~800	~6.1K	~3.0K	~$0.06
Standalone total			~40.8K	~21.3K	~$0.44

Full pipeline (all stages in one session — context accumulates):

Stage	Base Input	+ History	Total Input	Output	Est. Cost
onboarding-intake	~6.4K	0	~6.4K	~3.0K	~$0.06
onboarding-kb	~9.3K	~3.8K	~13.1K	~5.3K	~$0.12
onboarding-packet	~6.5K	~9.9K	~16.4K	~3.0K	~$0.09
onboarding-schedule	~6.5K	~13.7K	~20.2K	~3.0K	~$0.11
onboarding-checklist	~7.9K	~17.5K	~25.4K	~4.0K	~$0.14
onboarding-welcome-packet	~6.5K	~22.3K	~28.8K	~3.0K	~$0.13
Pipeline total			~110.3K	~21.3K	~$0.65

Running the full pipeline once typically costs $0.46–$0.85 in API tokens (Claude Sonnet 4.6).

Known Limitations

1. No e-signature capability — Generate DOCX documents for external e-sign tools (DocuSign, HelloSign) or print for wet signatures.
2. No tax form processing — Cannot fill I-9, W-4, or state forms. Checklist includes exact form citations and deadlines.
3. No ATS integration — Enter hire details manually or import from CSV. No direct connection to applicant tracking systems.
4. Single-user operation — Designed for one HR person generating documents locally. No multi-user collaboration or shared dashboards.
5. Session-based — Documents are generated on demand, not on a schedule. No automated reminders or recurring tasks between sessions.
6. English only — All document content is generated in English. No multi-language support in v1.1.
7. No benefits enrollment — Provides benefits summary with enrollment timeline citations only. Actual enrollment requires carrier-specific portals.

Dependencies

• python-docx — Installed automatically during /onboarding:setup. Used for all DOCX generation.
• Python 3 — Required for DOCX generation scripts. Pre-installed in Cowork VM.

File Organization

your-workspace/
├── inbound/                           ← Your uploaded files (CSV imports)
├── processing/                        ← Hire profiles (JSON)
│   └── onboarding-hire-profile.json
├── outbound/                          ← Generated documents (DOCX)
│   ├── onboarding-schedule-*.docx
│   ├── onboarding-welcome-packet-*.docx
│   └── onboarding-checklist-*.docx
├── archive/                           ← Past document versions
└── .onboarding/                       ← Plugin config and logs
    ├── config.json
    └── logs/

Legal Notice

This plugin generates onboarding document templates with regulatory citations. All generated documents include a legal disclaimer stating they do not constitute employment contracts, legal agreements, or binding company policies. The regulatory citations (U.S.C., CFR, state statutes) are provided for reference and do not constitute legal advice. Users should review all content with their HR team and qualified employment attorney before distributing to employees.

Cost Estimate (API users only)

Cowork/Claude Desktop subscription users pay included with your subscription. For API users, estimated cost per full onboarding run: $0.15-$0.35.

Version

v1.1 — Deep Domain Knowledge iteration: SHRM Four C's framework, federal employment law citations, NIST IT security standards, state compliance matrices.

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Built with PF Plugin Factory v1.1

Important Disclaimers

• AI-Generated Content: This plugin uses AI (LLM) technology which can produce inaccurate or incomplete outputs. All content should be treated as a starting point and reviewed for accuracy before use.
• Not Professional Advice: Outputs do not constitute legal, financial, tax, medical, or other professional advice. Consult qualified professionals before making decisions based on generated content.
• No Compliance Guarantee: References to industry standards, regulations, or guidelines are for informational purposes only. This plugin does not guarantee compliance with any law or regulation. Users are responsible for verifying all outputs meet their specific regulatory requirements.
• No Endorsement or Affiliation: Mention of third-party products, standards, or organizations does not imply endorsement, partnership, or certification by those entities.
• Not Legal Advice: This plugin does not provide legal services or legal advice. All legal documents and analysis should be reviewed by a licensed attorney before use.