Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
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216 results · Human Resources · Agents
Human Resources: HR Business Partner Compliance Checker
Compliance Checker for HR Business Partner teams in Human Resources. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Human Resources: HR Business Partner Risk Assessment
Risk Assessment for HR Business Partner teams in Human Resources. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Human Resources: HR Business Partner Reconciliation Brief
Reconciliation Brief template for HR Business Partner teams in Human Resources. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: HR Business Partner Exception Review
Working supplied-exception review agent for HR Business Partner teams in Human Resources. Paste an exception or event when you run it; Cortex separates facts from missing context, explains possible concerns and confidence, and recommends human follow-up without monitoring streams, creating alerts, blocking activity, notifying anyone, or escalating a case.
Human Resources: HR Business Partner On-demand Reporting & Insights
On-demand Reporting & Insights template for HR Business Partner teams in Human Resources. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: HR Business Partner Decision Support
Decision Support for HR Business Partner teams in Human Resources. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Human Resources: HR Business Partner Routing Advisor
Working supplied-work routing advisor for HR Business Partner teams in Human Resources. Paste the work item and available destination options when you run it; Cortex explains priority and recommends a destination for human review without assigning, transferring, queueing, notifying, or escalating anything.
Human Resources: HR Business Partner Trend Briefing
Trend Briefing template for HR Business Partner teams in Human Resources. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: HR Business Partner Onboarding Guide
Onboarding Guide for HR Business Partner teams in Human Resources. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Human Resources: HR Business Partner Feedback Summary
Working supplied-feedback summary for HR Business Partner teams in Human Resources. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Human Resources: HR Business Partner Research & Discovery
Research & Discovery for HR Business Partner teams in Human Resources. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Human Resources: HR Business Partner Process Guidance
Process Guidance for HR Business Partner teams in Human Resources. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Human Resources: Benefits Administrator Intake Review & Triage
Working supplied-intake review and triage agent for Benefits Administrator teams in Human Resources. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Human Resources: Benefits Administrator Document Summarizer
Working supplied-content summarizer for Benefits Administrator teams in Human Resources. Paste the material to summarize when you run it; no external system connection is included or required.
Human Resources: Benefits Administrator Q&A Assistant
Working supplied-reference Q&A agent for Benefits Administrator teams in Human Resources. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
Human Resources: Benefits Administrator Drafting & Generation
Working supplied-context drafting agent for Benefits Administrator teams in Human Resources. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Human Resources: Benefits Administrator Record Review
Working supplied-record review agent for Benefits Administrator teams in Human Resources. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Human Resources: Benefits Administrator Data Query & Summary
Data Query & Summary template for Benefits Administrator teams in Human Resources. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: Benefits Administrator Compliance Checker
Compliance Checker for Benefits Administrator teams in Human Resources. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Human Resources: Benefits Administrator Risk Assessment
Risk Assessment for Benefits Administrator teams in Human Resources. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Human Resources: Benefits Administrator Reconciliation Brief
Reconciliation Brief template for Benefits Administrator teams in Human Resources. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: Benefits Administrator Exception Review
Working supplied-exception review agent for Benefits Administrator teams in Human Resources. Paste an exception or event when you run it; Cortex separates facts from missing context, explains possible concerns and confidence, and recommends human follow-up without monitoring streams, creating alerts, blocking activity, notifying anyone, or escalating a case.
Human Resources: Benefits Administrator On-demand Reporting & Insights
On-demand Reporting & Insights template for Benefits Administrator teams in Human Resources. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: Benefits Administrator Decision Support
Decision Support for Benefits Administrator teams in Human Resources. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
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