New Hire Onboarding Task Assignment

HR Cloud stores onboarding checklists tied to a new hire's start date, role, and department. A Beam agent reads a confirmed start date and applies the approved onboarding template for that role, assigning the relevant tasks to the new hire, their manager, and IT within HR Cloud. It notifies each owner of what they need to complete and by when. Roles that do not match an existing template, or start dates that change after tasks are already assigned, are routed to HR to adjust the checklist manually rather than left as is.

Employee Document Completion Checks

New hires and existing employees need to submit forms such as tax documents or policy acknowledgments inside HR Cloud. A Beam agent checks outstanding documents against the deadline set for each and, where the rule allows, sends a reminder to the employee and notifies their manager once a document is overdue. Once a document is submitted, the agent updates the employee's file to reflect it as complete. Documents rejected for missing information, or employees with no manager assigned in the system, are routed to HR to follow up directly.

Engagement Survey Response Follow Up

HR Cloud collects responses to engagement surveys sent across teams. A Beam agent reads response rates against a threshold the customer sets, such as under sixty percent for a department after the survey closes, and notifies that manager along with a reminder to the team members who have not responded yet. Where permissions allow it, the agent also notes any score that falls below an agreed baseline for follow up. Individual open text responses flagging a concern, such as a harassment or safety issue, are always routed straight to HR rather than summarized by the agent.