Embed Mandates — August Through October

Mandates derived from the scope document ("The People Systems Seat, Taken On by Compression," July 7, 2026). Each is an atomic accountability that could be loaded into Atlas as a mandate entity.

How to read this

Each mandate has:

• ID: a stable identifier
• Name: what the accountability is
• Holder: who owns it (Daniel, the team, or shared)
• Month: when it's primary (August = in the seat, September = build, October = hand-off)
• Delegability: can this transfer from Daniel to an agent by end of October?
• Status: current state

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Month 1: August — In the Seat

These are the mandates you carry while doing the job manually. Every one gets instrumented (documented, timed, recorded) as you perform it. That instrumentation is what feeds the Month 2 automation builds.

HRIS Lifecycle Processing

ID	Mandate	Holder	Delegability	Status
PS-001	Process new hires in Paylocity (create employee record, set up access, benefits enrollment)	Daniel	High — lifecycle agent target	Manual
PS-002	Process job changes in Paylocity (the 100+ task checklist: title, dept, comp, benefits, reporting chain, system access updates)	Daniel	High — structured workflow agent target, densest surface	Manual
PS-003	Process terminations in Paylocity (final record updates, access revocation, final pay coordination)	Daniel	High — offboarding agent target	Manual
PS-004	Process LOA (Leave of Absence) entries in Paylocity (leave status, return-to-work dates, benefit continuations)	Daniel	High — leave agent already partially handles this	Manual (agent-assisted)

Onboarding Logistics

ID	Mandate	Holder	Delegability	Status
PS-005	Coordinate onboarding across Greenhouse/ATS, Paylocity, Google Drive, and Legion for each new hire	Daniel	High — orchestration agent target (9-system handoff)	Manual
PS-006	Set up system access for new hires (Paylocity, Slack, Drive, LMS, Legion)	Daniel	High — access-provisioning agent target	Manual
PS-007	Prepare Day 1 materials and I-9 employment verification routing	Daniel	Medium — I-9 is compliance-gated (First Advantage), materials are templateable	Manual

Compliance Training

ID	Mandate	Holder	Delegability	Status
PS-008	Auto-launch compliance training (anti-harassment, safety) for new hires and annual cycles	Daniel	High — cron-triggered enrollment agent	Manual
PS-009	Track compliance training completion and follow up on overdue courses	Daniel	High — monitoring agent + notification	Manual

LMS Administration

ID	Mandate	Holder	Delegability	Status
PS-010	Manage learner enrollment in Wisetail (current) and Docebo (incoming)	Daniel	High — auto-enrollment from HRIS feed	Manual
PS-011	Produce monthly LMS utilization and completion dashboards for People leadership	Daniel	High — reporting agent	Manual
PS-012	Administer course library: governance, content tagging, access controls	Daniel	Low — judgment + vendor platform knowledge	Manual

Data Integrity

ID	Mandate	Holder	Delegability	Status
PS-013	Monitor data-integrity discrepancies across People systems and flag exceptions	Daniel	High — pay reconciliation agent already handles much of this	Agent-assisted
PS-014	Instrument every recurring task as it's performed (document steps, time, systems touched, decision points)	Daniel	None — this IS the instrumentation work	Manual

ATS Evaluation

ID	Mandate	Holder	Delegability	Status
PS-015	Provide a from-inside technical read on the ATS (Applicant Tracking System) decision: Greenhouse vs. Pinpoint vs. wait for Workday	Daniel	None — judgment call	Manual

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Month 2: September — Build and Cut Over

These mandates shift from "do the work" to "build the thing that does the work." Each automation runs alongside the manual process first (propose-then-approve pattern) before cutover.

Automation Builds

ID	Mandate	Holder	Delegability	Status
PS-020	Build lifecycle agent: automate job changes (the 100+ task Paylocity checklist) as a structured workflow	Daniel	N/A — Daniel builds, agent carries	Not started
PS-021	Build onboarding orchestration agent: coordinate the 9-system handoff for new hires	Daniel	N/A — Daniel builds, agent carries	Not started
PS-022	Build LMS enrollment automation: auto-enroll from HRIS feed, completion tracking, overdue follow-up	Daniel	N/A — Daniel builds, agent carries	Not started
PS-023	Build compliance training auto-launch: anti-harassment and safety courses triggered by hire date and annual cycle	Daniel	N/A — Daniel builds, agent carries	Not started
PS-024	Build data-integrity monitors: standing checks that flag exceptions for human review (extends existing recon agent)	Daniel	N/A — Daniel builds, agent carries	Partially built

ATS Migration (if Pinpoint selected)

ID	Mandate	Holder	Delegability	Status
PS-025	Script the ATS migration: data export from Greenhouse, offices/hiring managers/jobs configured in Pinpoint by code, not re-keyed	Daniel	N/A — one-time project	Contingent on ATS decision (early Sept)
PS-026	Build the Slack approval flow: hiring managers approve roles directly in Slack via Pinpoint connector	Daniel	N/A — one-time build	Contingent on Pinpoint selection

LMS Implementation

ID	Mandate	Holder	Delegability	Status
PS-027	Configure Docebo LMS: admin setup, user provisioning, course structure, compliance automation	Daniel	Low — platform config is one-time	Not started
PS-028	Migrate training content from Wisetail/CoCo to Docebo: organize, tag, verify field-ready	Daniel	Low — one-time migration project	Not started

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Month 3: October — Peak Season on Agents, Then Hand-Off

These mandates are about proving the automation works under real load and transferring ownership to the team.

Operations Under Automation

ID	Mandate	Holder	Delegability	Status
PS-030	Supervise agents during peak fall hiring window: monitor exceptions, intervene on failures, validate output	Daniel	N/A — temporary supervisory role	Not started
PS-031	Supervise agents during open enrollment: benefits-related lifecycle processing on agents with Daniel watching	Daniel	N/A — temporary supervisory role	Not started

Hand-Off

ID	Mandate	Holder	Delegability	Status
PS-035	Transfer platform ownership to the team via the standing Wednesday working block (Shlanda, Nickole, Syra learn to run and extend agents from the People department brain)	Daniel to Team	N/A — the deliverable	Not started
PS-036	Document the residual human work from three months of lived evidence: what still needs a person, how many hours, what skills	Daniel	None — analysis + recommendation	Not started
PS-037	Deliver the permanent-seat recommendation: permanent hire, fractional, or none, based on October evidence	Daniel	None — judgment	Not started

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Cross-Cutting Mandates (all three months)

ID	Mandate	Holder	Delegability	Status
PS-040	Maintain human-in-the-loop on all writes that touch pay, leave, or employee records (agent proposes, person approves)	Daniel / Team	None — design principle, not work	Active
PS-041	Join People team calls and learn the day-to-day flow	Daniel	None — relationship building	Active
PS-042	Contribute to the weekly Wednesday working block (team training on the department brain and agent platform)	Daniel	None — teaching, not automatable	Active
PS-043	Scope, prioritize, and build additional team-wide automations alongside the People Systems seat work	Daniel + Shlanda	Varies — each small build is its own mandate	Active

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Pod Support & Small Builds (from the $6K/month line)

These come from the consolidated proposal's pod support and training line, not the core People Systems seat. They may be assigned to you or handled by Kyle/the broader team.

ID	Mandate	Holder	Delegability	Status
POD-001	DocuSign audit: sort and organize ~5,700 files	TBD	Medium — classification agent + human review	Not started
POD-002	DocuSign ongoing sorting automation	TBD	High — routing agent	Not started
POD-003	Creative brief bot (Denise's team)	TBD	High — already in front of the team	In progress
POD-004	HR inbox triage automation	TBD	High — bot prototype exists	Prototype
POD-005	Weekly training sessions on the People department brain	Daniel / Kyle	None — teaching	Active
POD-006	Mentor-layer backing for Shlanda, Nickole, Syra (escalation support, office-hours pairing, pod cohort design)	Daniel / Kyle	None — relationship + coaching	Active

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Summary: mandate transfer arc

Month	Mandate pattern	Evidence
August	Daniel holds all operational mandates manually; instruments each one	Task logs, time records, system interaction maps
September	Mandates begin transferring from Daniel to agents (propose-then-approve); Daniel holds build mandates	Agent output vs. manual output comparison; cutover dates per workflow
October	Agents hold operational mandates during peak season; Daniel supervises and hands off to team	Peak-season performance under automation; residual human hours measured
After October	Team holds the platform; agents carry the throughput; residual sized from evidence	Permanent-seat recommendation based on three months of data