8 HR Workflows The workflows. With the prompts.
Each of these prompts is designed to give Claude enough context to produce a genuinely useful first draft — not a generic template. The more specific you are about the role and your company, the better the output.
Workflow 01 Job Description Writing (Role Brief → Full JD)
The best job descriptions are specific enough to attract the right candidates and filter out the wrong ones. Claude turns a 10-minute role brief into a complete JD — with a compelling opening, clear responsibilities, honest requirements, and a culture pitch that reflects your actual company, not generic corporate speak.
Example Prompt Write a complete job description for this role. I'll give you a brief and you'll build the full JD.
Role: [job title]
Team: [department and team]
Reports to: [role or title]
What this person will own:
- [Primary responsibility 1]
- [Primary responsibility 2]
- [Primary responsibility 3]
- [Other key responsibilities]
What success looks like at 30 days: [specific]
What success looks like at 6 months: [specific]
What success looks like at 12 months: [specific]
Must-have experience: [list — be honest about what you actually need vs. want]
Nice-to-have: [list]
Won't work here if: [honest description of who struggles in this role]
Compensation: [range, or "competitive — to be discussed"]
Location / remote policy: [fully remote / hybrid / in-office]
Company: [1-2 sentences — what you do, stage, culture]
What makes this role worth taking: [be specific — what's the actual opportunity]
Write a job description that attracts people who are excellent at this specific role. Avoid: "rockstar," "self-starter," "wear many hats" (unless literally true), or any phrase that every other JD uses. Be honest about what's hard. Be specific about what's great.
⏱ Saves 2–3 hrs per job description; improves candidate quality
Workflow 02 Interview Question Banks
Interview questions that assess what the role actually requires — not generic "tell me about a time" questions that any rehearsed candidate can navigate. Claude builds a structured question bank for each role, organized by competency, with follow-up probes included.
Example Prompt Build an interview question bank for this role: [job title]
The most important competencies for success in this role:
1. [Competency — e.g. "Ability to manage ambiguity and make decisions without perfect information"]
2. [Competency — e.g. "Cross-functional communication and influence without authority"]
3. [Competency — e.g. "Systems thinking — can see how their work connects to broader outcomes"]
4. [Add 1–2 more as relevant]
What we've learned from past hires in this role:
- What great looks like: [describe behaviors of your best people in this role]
- What bad looks like: [red flags you've seen — be honest]
Interview format: [phone screen / 4-round loop / panel]
Who's interviewing: [hiring manager / peer / cross-functional stakeholder]
For each competency, write:
- 2 behavioral questions (specific, past-tense — "Tell me about a time...")
- 1 situational question (hypothetical — "Imagine you...")
- 2 follow-up probes to go deeper on each behavioral question
Also include:
- 3 questions about culture fit and working style
- 2 questions the candidate is likely to ask us, with suggested responses
No gotcha questions. No brain teasers. Write questions that reveal how someone actually thinks and works.
⏱ Saves 2–3 hrs per role; improves interview consistency
Workflow 03 Offer Letter Templates
Offer letters that are clear, complete, and warm — without being a legal document that a new hire has to decode. Claude writes offer letter templates from your compensation structure and company details that feel like an invitation, not a contract draft.
Example Prompt Write an offer letter template for a [full-time / part-time / contract] hire at our company.
Role: [job title]
Department: [department]
Reports to: [role]
Start date: [placeholder]
Compensation: [salary or rate — or "[$X] annually"]
Bonus / commission: [structure, if applicable]
Equity: [options/shares, vesting schedule — if applicable]
Benefits: [list key benefits — health, PTO, etc.]
Work location: [remote / hybrid / in-person — with details]
Company: [name and brief description]
Our culture: [2–3 sentences about how you work and what you value]
Write an offer letter that:
- Opens warmly — this person just made a big decision
- States all terms clearly (no buried clauses)
- Communicates genuine excitement about them joining
- Explains next steps for accepting
- Closes with a contact for questions
Include placeholder brackets for all the fields that change per hire. Flag anything I should have your employment attorney review before using.
⏱ Saves 1–2 hrs per offer; improves candidate experience
Workflow 04 Onboarding Document Creation
A new hire's first two weeks are shaped by what they read and who they talk to. Claude builds role-specific onboarding documents — welcome guides, 30-60-90 frameworks, systems access checklists — that give new hires actual context, not a generic company handbook.
Example Prompt Create an onboarding document package for a new [job title] joining our team. I want:
1. A welcome letter from the hiring manager
2. A 30-60-90 day plan
3. A systems and access checklist
For the welcome letter:
- Tone: warm, personal, practical
- Include: what their first week looks like, who to go to for what, one thing that will help them succeed here that they wouldn't know from the job description
For the 30-60-90 day plan:
- Days 1–30 focus: [what should they be learning / doing]
- Days 31–60 focus: [when do they start owning things]
- Days 61–90 focus: [what does "fully ramped" look like]
- Key milestones and check-ins at each stage
For the systems checklist:
Systems they'll need access to: [list your actual tools — e.g. Slack, HubSpot, Google Workspace, Notion]
Who sets up each: [IT / manager / themselves]
Company context to include: [brief description of your company, team structure, and anything a new hire needs to know to make good decisions]
Keep the tone consistent — warm, direct, practical. Write for someone who is capable but new. Not condescending. Not a wall of text.
⏱ Saves 4–6 hrs per new hire; reduces time-to-productivity
Workflow 05 Performance Review Frameworks
Most performance review templates are so generic that managers either skip them or fill them in the same way for everyone. Claude builds role-specific frameworks with behavioral criteria, rating guidance, and structured sections — so reviews actually differentiate performance and lead to useful conversations.
Example Prompt Build a performance review framework for: [job title or role level — e.g. "all individual contributors" or "account executives"]
Key competencies this role is evaluated on:
1. [Competency — e.g. "Execution and delivery: does what they commit to, on time and at quality"]
2. [Competency — e.g. "Communication: keeps stakeholders informed, raises issues early"]
3. [Competency — e.g. "Growth mindset: seeks feedback, applies it, improves over time"]
4. [Add 2–3 more specific to the role]
Review cadence: [annual / semi-annual / quarterly]
Who completes it: [manager only / self + manager / 360]
What we want the review to accomplish: [e.g. career development conversation / performance rating / compensation input]
Build a review template with:
- Self-assessment section with specific prompts (not "describe your performance")
- Manager assessment section with the same competencies
- A rating scale with behavioral descriptions for each level (not just "meets / exceeds expectations")
- A "strengths to build on" section
- A "development areas" section with space for a specific plan
- A conversation guide for the manager — 5 questions to structure the review meeting
Make the rating descriptions specific enough that two different managers would score the same employee similarly.
⏱ Saves 4–5 hrs on framework design; improves review quality
Workflow 06 Manager Feedback Templates
Most managers default to vague feedback because they weren't taught to give specific, behavioral feedback — and the templates HR provides don't help. Claude writes feedback templates with real examples baked in, so managers can see what "good" looks like and produce feedback that actually helps people grow.
Example Prompt Write a feedback template for managers to give [positive reinforcement / developmental / corrective] feedback to [direct reports / peers].
Feedback situation: [describe the specific situation — e.g. "an employee who is doing great work but needs to communicate more proactively" or "an employee who missed a deadline and needs to understand the impact"]
What the manager needs to communicate:
- The specific behavior (what happened): [describe]
- The impact of that behavior: [what it affected — project, team, clients]
- What they want to see instead (or more of): [specific]
- Support they're offering: [what the manager will do to help]
Write:
1. A feedback script the manager can adapt for a 1:1 conversation (plain language, not HR-speak)
2. A written summary version they can send as a follow-up
3. 3 follow-up questions to check for understanding and get the employee's perspective
Coaching note to the manager: include a brief note on what to watch for and how to know the feedback landed.
Tone: direct but caring. Feedback is a gift — write it like one.
⏱ Saves 1–2 hrs per feedback situation; improves feedback quality
Workflow 07 Employee Survey Analysis Summaries
You ran an employee engagement or pulse survey. Now you have a spreadsheet of results and open-ended responses that someone needs to synthesize into something leadership can act on. Claude analyzes the themes, flags the signals, and produces an executive summary in minutes.
Example Prompt Analyze this employee survey data and produce an executive summary.
Survey type: [engagement survey / pulse check / onboarding feedback / exit survey]
Number of respondents: [X] out of [Y] employees
Response rate: [%]
Quantitative results (I'll paste them):
[Paste your score summaries by question or category]
Open-ended responses (I'll paste them):
[Paste the open-ended responses — can be raw, Claude will analyze the themes]
What we most want to understand from this survey: [e.g. "Why did engagement drop in Q3" or "What's affecting retention in the engineering team"]
Produce:
1. Executive summary (4–5 sentences — headline findings, overall health signal)
2. Top 3 strengths (what employees feel good about)
3. Top 3 concerns (what's at risk — with supporting quotes where possible)
4. Themes in the open-ended responses (cluster them — don't just list quotes)
5. Recommended actions (2–3 specific things worth doing based on the data)
6. Questions this data raises that we should follow up on
Be direct. If the data shows a problem, name it. Don't soften findings to protect feelings.
⏱ Saves 3–5 hrs on survey analysis; turns data into decisions faster
Workflow 08 Offboarding Checklist Documents
Offboarding is one of the most frequently underprepared HR processes — and the gaps show up in missing knowledge transfer, access that doesn't get revoked, and exit experiences that damage your employer brand. Claude builds a complete, role-specific offboarding checklist from your systems and process context.
Example Prompt Create an offboarding checklist and process document for [voluntary departure / involuntary departure / layoff].
Departing role: [job title]
Notice period: [X weeks / immediate]
Key responsibilities this person owns: [list — what needs to be transitioned]
Systems and tools they have access to: [list]
Clients or external relationships they manage: [if any]
Direct reports (if manager): [number and what needs to happen]
Create:
1. HR checklist (everything HR needs to do, with timeline)
2. Manager checklist (knowledge transfer, transition plan, team communication)
3. IT / security checklist (access revocation, device return, data)
4. A knowledge transfer template for the departing employee to complete
5. An exit interview question guide (for voluntary departures) — 8–10 questions that surface honest insight without being invasive
6. A team communication template (what to say to the team, and when)
For voluntary departures: include a section on maintaining the relationship — good exits lead to referrals and boomerang hires.
Flag any step that varies by state or that I should verify with our employment attorney.
⏱ Saves 3–4 hrs per offboarding; reduces knowledge loss and access gaps