Start BambooHR onboarding tasks for a new hire

1. An admin opens the new hire's profile and goes to the Onboarding tab, or opens the New Hire Packet.
2. The admin clicks Add Task List(s), which opens a window with every task list and task from the Onboarding settings.
3. BambooHR preselects each task whose filters include this employee; the admin checks or unchecks tasks to fit the person.
4. Save Tasks imports the selection, and the admin then adjusts due dates and assignees where the defaults are wrong.
5. The admin tracks status on the Onboarding tab, because assignees only get automatic reminders and nobody gets a list of tasks nobody owns.

Find employees in BambooHR who start in the next 7 days and have no onboarding tasks yet. Add the IT setup and Manager tasks lists, and tell me which tasks have no assignee.

1. 01

   Find who starts soon

   Your agent looks up the employees whose hire date falls in your window, using find_employee, and skips anyone whose Onboarding tab already holds tasks so nobody gets the same lists twice.

2. 02

   Pick the lists from Settings

   list_task_lists shows the lists you set up under Onboarding settings. The agent matches them to the names in your prompt and stops to ask if a list does not exist, instead of importing the wrong one.

3. 03

   Import like the modal does

   add_task_lists imports the chosen lists for the employee. It follows BambooHR's own default, so tasks whose filters include the employee are the ones imported, and the agent reports tasks that were filtered out.

4. 04

   Check owners and dates

   list_onboarding_tasks reads the result back. Tasks with no assignee, or a due date before the hire date, are listed for you rather than guessed.

5. 05

   Ask before notifying people

   Importing can notify assignees, so each add_task_lists call waits for your OK by default. Switch confirmation off for the tool when you trust the lists.

Hire dates in the next 7 days: 2
Added to Ana Kowal (starts 19 Oct): IT setup 4 tasks, Manager tasks 3 tasks
Added to Tom Becker (starts 21 Oct): IT setup 4 tasks, Manager tasks 3 tasks
No assignee on 1 task: "Order laptop" (Ana Kowal)
Skipped 0 employees that already had tasks

curl -X POST https://cotlet.dev/api/v1/bamboohr/employees/412/task-lists \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"kind":"onboarding","list_ids":["tl_it_setup","tl_manager"]}'

{
  "employee_id": "412",
  "kind": "onboarding",
  "lists_added": [
    {
      "list_id": "tl_it_setup",
      "name": "IT setup",
      "tasks_added": 4
    },
    {
      "list_id": "tl_manager",
      "name": "Manager tasks",
      "tasks_added": 3
    }
  ],
  "tasks_added_total": 7,
  "tasks_filtered_out": 0
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is bamboohr_write → add_task_lists. Example data.

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