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of 5— Gather role-specific information
What you'll accomplish
You'll use Claude to generate thorough, role-specific onboarding checklists for HR, IT, and the hiring manager — so every new hire gets a complete, consistent experience regardless of how busy you are when they start.
What you'll need
- A free account at claude.ai
- Basic information about the new hire's role, department, and tools they'll use
- Time needed: 15 minutes per role type; reusable for every future hire in that role
- Cost: Free
How-To Guide: Build Role-Specific Onboarding Checklists with AI
Step 1: Gather role-specific information
Before prompting Claude, gather:
- Job title and department
- Key tools and systems they'll need access to (HRIS, ATS, project management, shared drives, etc.)
- Who their manager is and who they'll work with
- Any specific training or certifications required for the role
- Key policies relevant to their role (remote work policy, expense policy, etc.)