---
name: lifecycle-and-compliance
description: >-
  Onboarding, offboarding, leave balances, attendance confirmation and the
  personal compliance tasks Helix assigns (access self-attestation, access
  reviews, security quiz). Use when the user mentions 入职/离职/交接/
  年假/考勤/自查/自证/access review, asks how far their onboarding has
  progressed, or what happens to their stuff when they leave.
---

# Helix lifecycle & personal compliance

Read `using-helix` first.

## Onboarding

- Progress: `get_my_onboarding_status` / `get_my_onboarding_progress` —
  which accounts exist, what's pending, expected dates.
- Checklist items that need the employee's explicit confirmation:
  `acknowledge_onboarding_item`.
- First-day orientation data (welcome page, cohort, badges):
  `get_my_welcome`, `get_my_cohort`, `get_my_badges`.

## Offboarding

- "我离职的话会发生什么 / 我的资产账号怎么办" →
  `get_offboarding_preview`: returns the concrete transfer/return/revoke
  plan for this person. Present it as a checklist.
- Resources owned by a leaver should be handed over early — see the
  handover tools in `requests-and-approvals`.

## Leave & attendance

- 年假余额: `get_my_leave_balances`; the recalculation tool
  `calculate_annual_leave_balance` explains the accrual math when the
  user disputes the number.
- 实习生/月度考勤确认: `list_my_attendance_reports` →
  `confirm_attendance_report` (confirming is a statement of fact by the
  user — always show the report content before confirming).

## Personal compliance tasks

- 半年访问自证: `get_access_self_attestation_summary` shows what's due;
  completing items happens per-review via `list_my_pending_access_reviews`
  → `get_my_access_review` → `decide_access_certification_item`.
- 安全答题: `get_todays_security_quiz` → `answer_security_quiz`;
  leaderboard/team battle exist (`get_security_quiz_leaderboard`,
  `get_security_team_battle`) — fun, not mandatory.
- Whole-lifecycle view: `get_my_lifecycle` when the user wants the
  timeline of their employment-related IT events.

## Tone

These flows touch employment events. Be factual and calm; for
offboarding previews avoid speculating beyond what the tool returns, and
never present a preview as a filed resignation.