From 3fd3b4500b88436457499115185533799eb827e9 Mon Sep 17 00:00:00 2001 From: tegwick Date: Wed, 24 Jun 2026 15:25:45 +0200 Subject: [PATCH] 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. --- registry/README.md | 50 +++++++- registry/assessment-loop.md | 62 ++++++++++ registry/capabilities/.gitkeep | 0 .../capability.hr.workflow-catalog.md | 108 +++++++++++++++++ registry/indexes/capabilities.yaml | 22 +++- registry/indexes/workflows.yaml | 37 ++++++ .../workflow.hr.automation-roadmap.md | 111 ++++++++++++++++++ .../workflow.hr.current-state-assessment.md | 97 +++++++++++++++ ...N-WP-0002-hr-workflow-registry-scaffold.md | 10 +- 9 files changed, 487 insertions(+), 10 deletions(-) create mode 100644 registry/assessment-loop.md delete mode 100644 registry/capabilities/.gitkeep create mode 100644 registry/capabilities/capability.hr.workflow-catalog.md create mode 100644 registry/indexes/workflows.yaml create mode 100644 registry/workflows/workflow.hr.automation-roadmap.md create mode 100644 registry/workflows/workflow.hr.current-state-assessment.md diff --git a/registry/README.md b/registry/README.md index 569abe9..c708814 100644 --- 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. \ No newline at end of file diff --git a/registry/assessment-loop.md b/registry/assessment-loop.md new file mode 100644 index 0000000..b66492e --- /dev/null +++ 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. \ No newline at end of file diff --git a/registry/capabilities/.gitkeep b/registry/capabilities/.gitkeep deleted file mode 100644 index e69de29..0000000 diff --git a/registry/capabilities/capability.hr.workflow-catalog.md b/registry/capabilities/capability.hr.workflow-catalog.md new file mode 100644 index 0000000..edd5bb6 --- /dev/null +++ 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` \ No newline at end of file diff --git a/registry/indexes/capabilities.yaml b/registry/indexes/capabilities.yaml index f944e47..2b03325 100644 --- 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 \ No newline at end of file diff --git a/registry/indexes/workflows.yaml b/registry/indexes/workflows.yaml new file mode 100644 index 0000000..4f6cc5c --- /dev/null +++ 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 \ No newline at end of file diff --git a/registry/workflows/workflow.hr.automation-roadmap.md b/registry/workflows/workflow.hr.automation-roadmap.md new file mode 100644 index 0000000..4b46113 --- /dev/null +++ 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 \ No newline at end of file diff --git a/registry/workflows/workflow.hr.current-state-assessment.md b/registry/workflows/workflow.hr.current-state-assessment.md new file mode 100644 index 0000000..fac1458 --- /dev/null +++ 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` \ No newline at end of file diff --git a/workplans/HUMAN-WP-0002-hr-workflow-registry-scaffold.md b/workplans/HUMAN-WP-0002-hr-workflow-registry-scaffold.md index 80a3742..8e70e9c 100644 --- 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).