feat(registry): scaffold HR workflow registry with assessment loop

Add workflow entries for INTENT assessment and automation-roadmap phases, workflows.yaml index, assessment-loop stages, and capability.hr.workflow-catalog for reuse-surface federation. Completes HUMAN-WP-0002.
2026-06-24 15:25:45 +02:00
parent ba044c4e48
commit 3fd3b4500b
9 changed files with 487 additions and 10 deletions
--- a/registry/README.md
+++ b/registry/README.md
@@ -1,12 +1,54 @@
-# Capability Registry
+# HR Registry

-Markdown-first capability index for federation and reuse planning.
+Markdown-first indexes for HR planning artifacts and federation.

-## Authoring
+## Layout

-1. Copy a capability entry template (see reuse-surface `templates/capability-entry.template.md`).
+| Path | Purpose |
+|------|---------|
+| `indexes/capabilities.yaml` | Reuse-surface capability index (federated) |
+| `indexes/workflows.yaml` | HR workflow catalog index |
+| `capabilities/` | Capability entry markdown files |
+| `workflows/` | HR workflow entry markdown files |
+| `assessment-loop.md` | Iterative assessment stages for workflow entries |
+
+## Workflow registry
+
+HR workflows are planning artifacts linked to INTENT phases. Each entry tracks
+an `assessment.stage` that advances through the loop defined in
+`assessment-loop.md`:
+
+1. **inventory** — document current state
+2. **automation_potential** — score routine vs strategic work
+3. **human_touch** — bound what stays human-led
+4. **readiness** — ready for roadmap prioritization
+
+### Authoring workflows
+
+1. Copy an existing entry under `workflows/` (e.g. `workflow.hr.current-state-assessment.md`).
+2. Set `intent_phase` to the matching INTENT phase (`assessment`, `automation-roadmap`, etc.).
+3. Add a row to `indexes/workflows.yaml`.
+4. Update `assessment.stage` and `last_reviewed` as the loop progresses.
+
+## Capability registry
+
+Capabilities follow the reuse-surface federation contract.
+
+### Authoring capabilities
+
+1. Copy the template from reuse-surface `templates/capability-entry.template.md`.
 2. Add the row to `indexes/capabilities.yaml`.
 3. Run `reuse-surface validate` from a checkout with the CLI installed.
 4. Merge to `main` and verify publish with `reuse-surface establish --publish-check`.

 Federation contract: reuse-surface `docs/RegistryFederation.md`.
+
+## INTENT linkage
+
+Workflow entries map to INTENT iteration phases:
+
+- `workflow.hr.current-state-assessment` → assessment phase
+- `workflow.hr.automation-roadmap` → automation roadmap phase
+
+Further phases (metrics framework, specific operational workflows) extend this
+catalog as current-state assessment completes.
--- a/registry/assessment-loop.md
+++ b/registry/assessment-loop.md
@@ -0,0 +1,62 @@
+# HR Workflow Assessment Loop
+
+Iterative assessment for HR workflows registered in `registry/workflows/`.
+Feeds the INTENT phases: current-state assessment → automation roadmap → metrics
+framework → specific workflow refinement.
+
+## Purpose
+
+HR workflows in this repo are planning artifacts, not production automation.
+The assessment loop keeps each entry honest about what is known, what is
+automatable, and what must stay human-led—matching the INTENT balance of
+technology as amplifier, not replacement.
+
+## Loop stages
+
+Each workflow entry tracks `assessment.stage` in its front matter. Advance only
+when the exit criteria for the current stage are met.
+
+| Stage | Goal | Exit criteria |
+|-------|------|---------------|
+| `inventory` | Capture what exists today | Actors, triggers, inputs/outputs, and current tools documented |
+| `automation_potential` | Score routine vs strategic work | Automation candidates listed with impact/effort notes |
+| `human_touch` | Bound what stays human-led | Relational, ethical, or judgment-heavy steps explicitly retained |
+| `readiness` | Ready for roadmap prioritization | Dependencies, risks, and metrics hooks identified |
+
+Stages are linear for a first pass. Revisit earlier stages when org context,
+tools, or policy change.
+
+## Cadence
+
+- **On entry creation:** start at `inventory`.
+- **Per workplan cycle:** review open workflows; advance or document blockers.
+- **After INTENT phase shifts:** re-assess workflows tied to the active phase.
+
+## Outputs
+
+Stage progression produces inputs for downstream INTENT work:
+
+- `inventory` + `automation_potential` → **automation roadmap** prioritization
+- `human_touch` → policy drafts and manager-enablement notes
+- `readiness` → workplan tasks and (later) metrics framework hooks
+
+## Registry linkage
+
+- Workflow entries: `registry/workflows/*.md`
+- Index: `registry/indexes/workflows.yaml`
+- INTENT anchor: `INTENT.md` (phases and HR function list)
+- Scope boundary: `SCOPE.md`
+
+## Assessment record (per workflow)
+
+Workflow front matter includes:
+
+```yaml
+assessment:
+  stage: inventory | automation_potential | human_touch | readiness
+  last_reviewed: "YYYY-MM-DD"
+  blockers: []
+  notes: []
+```
+
+Update `last_reviewed` whenever the stage changes or material facts change.
--- a/registry/capabilities/.gitkeep
+++ b/registry/capabilities/.gitkeep
--- a/registry/capabilities/capability.hr.workflow-catalog.md
+++ b/registry/capabilities/capability.hr.workflow-catalog.md
@@ -0,0 +1,108 @@
+---
+id: capability.hr.workflow-catalog
+name: HR Workflow Catalog
+summary: Markdown-first registry of HR planning workflows with an iterative assessment loop tied to INTENT phases.
+owner: human-resources
+status: draft
+domain: consumer
+tags:
+  - hr
+  - workflows
+  - assessment
+  - planning
+
+maturity:
+  discovery:
+    current: D3
+    target: D5
+    confidence: medium
+    rationale: >
+      INTENT defines HR phases and function areas; initial workflow entries and
+      assessment loop are scaffolded in registry/.
+  availability:
+    current: A1
+    target: A3
+    confidence: low
+    rationale: >
+      Workflows are informational planning artifacts; no runtime automation
+      surface yet.
+
+external_evidence:
+  completeness:
+    level: C1
+    name: Fragmentary
+    confidence: low
+    basis: scope_vs_intent_and_consumer_expectations
+    satisfied_expectations:
+      - assessment and automation-roadmap INTENT phases mapped to workflow entries
+      - assessment loop documented with stage exit criteria
+    broken_expectations:
+      - operational HR lifecycle workflows not yet registered individually
+      - metrics framework phase not yet represented
+    out_of_scope_expectations:
+      - payroll/HRIS product implementation
+      - legal employment contract generation
+  reliability:
+    level: R0
+    confidence: low
+    basis: consumer_quality_signals
+    known_reliability_risks: []
+
+discovery:
+  intent: >
+    Give planners and agents a structured catalog of HR workflows that iterates
+    toward optimal human performance with automation as amplifier.
+  includes:
+    - workflow entries with assessment stage tracking
+    - INTENT phase linkage (assessment, automation roadmap)
+    - assessment loop for inventory through readiness
+  excludes:
+    - production HRIS or payroll systems
+    - binding legal or compensation decisions
+  use_cases: []
+
+availability:
+  current_level: A1
+  target_level: A3
+  current_artifacts:
+    - human-resources/registry/workflows/
+    - human-resources/registry/assessment-loop.md
+    - human-resources/INTENT.md
+  consumption_modes:
+    - informational
+
+relations:
+  depends_on: []
+  related_to:
+    - capability.statehub.workstream-coordinate
+
+consumer_guidance:
+  recommended_for:
+    - HR planning sessions and agent orientation
+    - structuring workplans around INTENT phases
+  not_recommended_for:
+    - assuming operational automation is available
+    - substituting for legal or compliance review
+  known_limitations:
+    - early scaffold; function-level workflows pending current-state assessment
+---
+
+# HR Workflow Catalog
+
+## Overview
+
+The HR workflow catalog registers planning workflows—not production automation.
+Entries link to INTENT phases and advance through the assessment loop in
+`registry/assessment-loop.md`.
+
+## Registered workflows
+
+| ID | INTENT phase | Assessment stage |
+|----|--------------|------------------|
+| `workflow.hr.current-state-assessment` | assessment | inventory |
+| `workflow.hr.automation-roadmap` | automation-roadmap | inventory (blocked) |
+
+## Index
+
+- Workflows: `registry/indexes/workflows.yaml`
+- Capabilities: `registry/indexes/capabilities.yaml`
--- a/registry/indexes/capabilities.yaml
+++ b/registry/indexes/capabilities.yaml
@@ -1,4 +1,20 @@
 version: 1
-updated: '2026-06-16'
-domain: helix_forge
-capabilities: []
+updated: '2026-06-24'
+domain: consumer
+capabilities:
+- id: capability.hr.workflow-catalog
+  name: HR Workflow Catalog
+  summary: Markdown-first registry of HR planning workflows with an iterative
+    assessment loop tied to INTENT phases.
+  vector: D3 / A1 / C1 / R0
+  domain: consumer
+  status: draft
+  owner: human-resources
+  path: registry/capabilities/capability.hr.workflow-catalog.md
+  tags:
+  - hr
+  - workflows
+  - assessment
+  - planning
+  consumption_modes:
+  - informational
--- a/registry/indexes/workflows.yaml
+++ b/registry/indexes/workflows.yaml
@@ -0,0 +1,37 @@
+version: 1
+updated: '2026-06-24'
+domain: consumer
+assessment_loop: registry/assessment-loop.md
+workflows:
+- id: workflow.hr.current-state-assessment
+  name: Current-State HR Assessment
+  summary: Inventory HR functions, processes, tools, and pain points to establish
+    a factual baseline before automation or redesign.
+  intent_phase: assessment
+  domain: consumer
+  status: draft
+  owner: human-resources
+  path: registry/workflows/workflow.hr.current-state-assessment.md
+  assessment_stage: inventory
+  tags:
+  - assessment
+  - current-state
+  - inventory
+  - planning
+- id: workflow.hr.automation-roadmap
+  name: HR Automation Roadmap
+  summary: Prioritize high-impact repetitive HR tasks for intelligent automation
+    while preserving human-led strategic and relational work.
+  intent_phase: automation-roadmap
+  domain: consumer
+  status: draft
+  owner: human-resources
+  path: registry/workflows/workflow.hr.automation-roadmap.md
+  assessment_stage: inventory
+  tags:
+  - automation
+  - roadmap
+  - prioritization
+  - planning
+  depends_on:
+  - workflow.hr.current-state-assessment
--- a/registry/workflows/workflow.hr.automation-roadmap.md
+++ b/registry/workflows/workflow.hr.automation-roadmap.md
@@ -0,0 +1,111 @@
+---
+id: workflow.hr.automation-roadmap
+name: HR Automation Roadmap
+summary: Prioritize high-impact repetitive HR tasks for intelligent automation while preserving human-led strategic and relational work.
+owner: human-resources
+status: draft
+domain: consumer
+intent_phase: automation-roadmap
+tags:
+  - automation
+  - roadmap
+  - prioritization
+  - planning
+
+assessment:
+  stage: inventory
+  last_reviewed: "2026-06-24"
+  blockers:
+    - Depends on workflow.hr.current-state-assessment reaching automation_potential stage
+  notes:
+    - Initial scaffold entry; candidate list seeded from INTENT automation guidance.
+
+lifecycle:
+  depends_on:
+    - workflow.hr.current-state-assessment
+  precedes: []
+  supports: []
+
+scope:
+  includes:
+    - prioritizing automation candidates by impact, effort, and risk
+    - defining human-in-the-loop boundaries per candidate
+    - sequencing rollout (start small, expand with feedback)
+  excludes:
+    - building or deploying HRIS/payroll products
+    - replacing coaching, complex dispute resolution, or culture-building
+
+actors:
+  - HR operators and people-ops leads
+  - engineering/automation agents (future implementation)
+  - custodian agents (workplan and registry coordination)
+
+inputs:
+  - current-state assessment outputs (process maps, pain points)
+  - INTENT automation best practices (high-impact repetitive tasks first)
+  - compliance and data-security constraints
+
+outputs:
+  - ranked automation backlog with rationale
+  - per-candidate human-touch boundaries
+  - phased rollout plan with feedback/ROI review hooks
+
+metrics_hooks:
+  - manual-touch reduction target per candidate (TBD)
+  - cycle-time reduction target per candidate (TBD)
+  - employee self-service adoption (TBD)
+---
+
+# HR Automation Roadmap
+
+## Overview
+
+Second INTENT phase: turn assessment findings into a sequenced automation plan.
+Automation amplifies efficiency; strategic and relational HR work stays
+human-led per INTENT.
+
+## Candidate seed list
+
+From INTENT automation guidance—validate against current-state inventory:
+
+| Candidate | Typical impact | Human touch retained |
+|-----------|----------------|----------------------|
+| Onboarding paperwork & checklist routing | High volume, repetitive | Culture immersion, manager intro |
+| Leave and absence requests | Self-service friendly | Complex cases, accommodations |
+| Benefits enrollment reminders | Seasonal, rule-based | Plan design, exceptions |
+| Compliance tracking & audit prep | Error reduction | Investigations, judgment calls |
+| Basic HR reporting | Time savings | Interpretation, strategy |
+| Payroll-adjacent data validation | Accuracy | Compensation design (out of scope for product build) |
+
+## Prioritization rubric
+
+Score each candidate (1–5) on:
+
+1. **Volume** — how often the task runs
+2. **Repetition** — rule-bound vs judgment-heavy
+3. **Pain** — current friction from assessment
+4. **Risk** — compliance/privacy exposure if automated poorly
+5. **Readiness** — data, tools, and policy clarity available
+
+Prefer high `(volume + repetition + pain) / risk` with readiness ≥ 3.
+
+## Assessment loop position
+
+Blocked at **`inventory`** until current-state assessment advances to
+`automation_potential`. See `registry/assessment-loop.md`.
+
+### Next steps
+
+1. Import validated candidates from current-state assessment.
+2. Apply prioritization rubric; produce ranked backlog.
+3. Define phase-1 pilot (single candidate, clear ROI metric).
+4. Advance to `automation_potential` when backlog is ranked and bounded.
+
+## INTENT linkage
+
+> *"…current-state assessment, **automation roadmap**, metrics framework,
+> specific workflows…"* — `INTENT.md`
+
+> *"Automation excels at admin (payroll, benefits enrollment, compliance
+> tracking, basic reporting) but strategic/relational elements remain
+> human-led."* — `INTENT.md` background
--- a/registry/workflows/workflow.hr.current-state-assessment.md
+++ b/registry/workflows/workflow.hr.current-state-assessment.md
@@ -0,0 +1,97 @@
+---
+id: workflow.hr.current-state-assessment
+name: Current-State HR Assessment
+summary: Inventory HR functions, processes, tools, and pain points to establish a factual baseline before automation or redesign.
+owner: human-resources
+status: draft
+domain: consumer
+intent_phase: assessment
+tags:
+  - assessment
+  - current-state
+  - inventory
+  - planning
+
+assessment:
+  stage: inventory
+  last_reviewed: "2026-06-24"
+  blockers: []
+  notes:
+    - Initial scaffold entry; function inventory seeded from INTENT background.
+
+lifecycle:
+  precedes:
+    - workflow.hr.automation-roadmap
+  supports: []
+
+scope:
+  includes:
+    - mapping HR functions to current processes and tooling
+    - identifying manual vs semi-automated vs automated steps
+    - surfacing compliance, data, and people-risks in the baseline
+  excludes:
+    - payroll/HRIS product selection or implementation
+    - legal contract generation
+    - production workflow automation
+
+actors:
+  - HR operators and people-ops leads
+  - hiring managers and team leads (input)
+  - custodian agents (registry and workplan maintenance)
+
+inputs:
+  - INTENT.md HR function list and best-practice notes
+  - existing policies-in-draft and operational runbooks (as discovered)
+  - tool inventory (HRIS, ticketing, docs, spreadsheets)
+
+outputs:
+  - function-level process maps with automation-readiness signals
+  - gap list (data, policy, tooling, training)
+  - prioritized pain points for roadmap intake
+
+metrics_hooks:
+  - time-to-complete per function area (baseline TBD)
+  - manual-touch count per process (baseline TBD)
+  - policy/process consistency score (baseline TBD)
+---
+
+# Current-State HR Assessment
+
+## Overview
+
+First INTENT phase: establish what HR does today, how, and with what friction.
+This workflow is meta-planning—it produces the evidence base for every
+operational HR workflow entry added later.
+
+## HR function inventory
+
+Seed list from INTENT background (expand per assessment cycle):
+
+| Function area | Assessment focus |
+|---------------|------------------|
+| Talent acquisition & recruitment | Sourcing, screening, interview loop, time-to-hire |
+| Onboarding & integration | Paperwork, training, culture immersion, tool access |
+| Compensation & benefits | Pay bands, enrollment, fairness checks |
+| Performance management | Goals, feedback cadence, review cycles |
+| Learning & development | Training catalog, upskilling, succession |
+| Engagement, relations & culture | Recognition, conflict, wellness, inclusion |
+| Compliance, risk & legal | Labor law, privacy, audits, investigations |
+| Workforce planning & analytics | Forecasting, turnover, engagement metrics |
+| Offboarding & retention | Exit process, knowledge transfer, alumni |
+
+## Assessment loop position
+
+Currently at **`inventory`**. See `registry/assessment-loop.md` for stage
+definitions and exit criteria.
+
+### Next steps
+
+1. For each function area, document actors, triggers, and current artifacts.
+2. Mark steps as manual, semi-automated, or automated.
+3. Advance to `automation_potential` when all areas have a first-pass inventory.
+
+## INTENT linkage
+
+> *"We can now iterate toward optimal human performance by breaking it into
+> phases (e.g., **current-state assessment**, automation roadmap, metrics
+> framework, specific workflows)…"* — `INTENT.md`
--- a/workplans/HUMAN-WP-0002-hr-workflow-registry-scaffold.md
+++ b/workplans/HUMAN-WP-0002-hr-workflow-registry-scaffold.md
@@ -4,11 +4,11 @@ type: workplan
 title: "HR workflow registry scaffold"
 domain: consumer
 repo: human-resources
-status: ready
+status: finished
 owner: codex
 topic_slug: consumer
 created: "2026-06-22"
-updated: "2026-06-22"
+updated: "2026-06-24"
 state_hub_workstream_id: "cbd6beb1-3581-4301-9e00-43e74f6b19b4"
 ---

@@ -20,9 +20,13 @@ Define the first HR workflow registry entries and assessment loop.

 ```task
 id: HUMAN-WP-0002-T01
-status: todo
+status: done
 priority: high
 state_hub_task_id: "29985d64-88c5-4268-9fba-9cd6094038c5"
 ```

+Result 2026-06-24: Added workflow registry scaffold with assessment loop,
+two INTENT-phase workflow entries (current-state assessment, automation roadmap),
+workflows.yaml index, and capability.hr.workflow-catalog federation entry.
+
 Add initial workflow entries to `registry/` and link to INTENT phases (assessment, automation roadmap).