Responsibilities

• –Answer handbook questions with a citation, or abstain rather than guess
• –Report leave balance and payslip (self only)
• –Submit or cancel PTO
• –Open, comment on, and close Jira tickets
• –Reset or unlock IdP accounts
• –Request app access
• –Escalate to a human with a full audit packet

Systems

Slack · BambooHR · Okta · Jira (Atlassian Rovo) · Handbook corpus

KPIs it owns

• –Auto-resolve % (target ≥40%)
• –Silent writes (hard zero)
• –Citation accuracy
• –First-response time

Never auto-decides

• –Any write — always waits for a human Approve
• –Bank or payroll fields
• –Anything not covered in the handbook

Responsibilities

• –Confirm identity against the directory
• –Cite the relevant onboarding policy
• –Show starting leave balance
• –Confirm payslip setup
• –Unlock the new IdP account
• –Request standard app access (e.g. Figma)
• –Open the laptop/equipment Jira ticket

Systems

BambooHR · Okta · Jira · Slack

KPIs it owns

• –Time-to-productive
• –% steps auto-completed
• –Manager approval turnaround

Never auto-decides

• –Manager-gated access grants
• –Anything if the directory record is incomplete

Responsibilities

• –Revoke app access grants
• –Lock the IdP account
• –Cancel any pending PTO
• –Open an asset-return Jira ticket
• –Bundle all of the above behind one HR-Ops approval

Systems

Okta · Jira · BambooHR

KPIs it owns

• –Time-to-revoke (industry baseline: 44% of orgs miss 24h)
• –Compliance completion rate

Never auto-decides

• –Always HR-Ops/admin-triggered — never self-service, never triggered by the departing employee

Responsibilities

• –Show the candidate pipeline by stage
• –Track employee referrals
• –Advance candidates to the next stage
• –Schedule interviews
• –List open roles

Systems

BambooHR ATS

KPIs it owns

• –Time-to-shortlist
• –Referral conversion rate

Never auto-decides

• –Offer decisions
• –Compensation discussions — always human

Responsibilities

• –Show team leave calendar
• –Show compensation bands for direct reports (read-only)

Systems

BambooHR

KPIs it owns

• –Manager self-serve rate

Never auto-decides

• –Compensation changes
• –Performance actions — deferred until the desk is trusted