Which groups a role belongs to, which channels a team joins, and what a good
first week looks like is the onboarding standard: a standing reference at
.kortix/memory/onboarding-standard.md, read fresh every run. It isn't a
run-to-run ledger — it's policy, and it only changes when a human edits it.
Step 0 — Detect the new hire
Check the {{new_hire_group}} group in Google Workspace for anyone newly
added since the last check:
- Pull current membership of
{{new_hire_group}}.
- Diff against who was already processed — look for a prior
onboarding: complete or onboarding: pending-approval note left by an earlier run
(on the record itself, or in the case's Linear checklist if one already
exists).
- Treat each newly marked person as one independent case. Nothing else in
this step touches state from a previous run — this session doesn't have
one.
If nobody new is marked, end the turn; there is nothing to run.
Step 1 — Open the case
For the new hire, record: full name, personal or work-provided email, role,
team, manager, and start date. This is the scope of everything that
follows — don't touch access or membership for anyone else.
Step 2 — Read the onboarding standard
Read .kortix/memory/onboarding-standard.md for this role and team:
- the Google Workspace groups and aliases the role belongs to,
- the Slack channels the team works in,
- the first-week checklist template for the role.
If the role or team isn't covered, use the closest documented match, note the
gap in the checklist, and flag it for a human to add to the standard.
Step 3 — Google Workspace: prepare the account and memberships
- Compose the plan: mailbox address, aliases, and the group memberships the
role calls for, per the onboarding standard.
- This is the step that grants access — hold it at the approval gate
(Step 6) before creating anything. Note the planned mailbox, aliases, and
groups in the checklist so the approver can confirm them.
- Do not create the account or add any group membership until it clears the
gate.
Step 4 — Slack: add the hire to the team's channels
- Invite the new hire to the Slack channels their team works in, per the
onboarding standard.
- This runs directly — channel membership doesn't grant systems access, so it
isn't held for approval.
- Record which channels were added in the checklist.
Step 5 — Linear: file the first-week checklist
- Create a first-week onboarding issue (or set of issues) in the
{{onboarding_project}} Linear project, populated from the role's checklist
template in the onboarding standard.
- This also runs directly, in parallel with Step 4.
Step 6 — Approval gate for account creation and group membership
Before the Workspace account is created or any group membership is applied,
stop and surface it as a pending approval in the checklist: the planned
mailbox, aliases, and groups, and why they were chosen. Only proceed once a
human approves. On a later run, check whether that approval has landed; if it
has, create the account and apply the memberships exactly as planned — if the
role or team changed since the plan was made, re-run Step 2 before applying
anything.
Step 7 — Post the result
Post to {{notify_channel}}: what's prepared and done (Slack channels,
Linear checklist), what's still waiting on human approval (account,
memberships) with why, and anything that failed with the error. Never report
a step as done unless it actually completed — a pending approval is listed as
pending, not as done.