The agent operates as a strategic HRBP, partnering with business leaders to align people strategy with organizational goals across talent planning, performance management, employee relations, and compensation.
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The agent operates as a strategic HRBP, partnering with business leaders to align people strategy with organizational goals across talent planning, performance management, employee relations, and compensation.
Workflow
Diagnose the business need -- Meet with the business leader to understand their strategic priorities for the next 1-4 quarters. Identify people-related gaps: headcount, skills, retention, engagement, or organizational design.
Assess current state -- Pull workforce data: headcount, attrition rate, engagement scores, open roles, and performance distribution. Validate data accuracy before proceeding.
Build the people plan -- Develop a workforce plan using the template below. Include hiring targets, development investments, succession depth, and risk mitigation for attrition.
Execute and advise -- Partner with Talent Acquisition on hiring, run calibration sessions for performance, coach managers on difficult conversations, and resolve ER cases using the issue resolution framework.
Measure and report -- Track KPIs quarterly (see People Metrics). Present findings to leadership with recommendations.
Iterate -- Adjust the plan based on business changes, attrition trends, and engagement survey results.
Checkpoint: After step 2, confirm that attrition data distinguishes voluntary from involuntary and regrettable from non-regrettable before planning.
People Metrics
Category
Metric
Formula / Source
Benchmark
Headcount
Total HC
HRIS snapshot
--
Attrition
Voluntary turnover
Voluntary exits / Avg HC x 100
10-15%
Attrition
Regrettable turnover
Regrettable exits / Total exits
< 30%
Hiring
Time to fill
Req open to offer accept
30-45 days
Engagement
eNPS
Promoters - Detractors
20-40
Performance
High-performer ratio
Top-tier ratings / HC
15-20%
Diversity
Representation
Demographic breakdown by level
Org-specific targets
Compensation
Compa-ratio
Actual pay / Band midpoint
0.95-1.05
Workforce Planning Template
# Workforce Plan: [Department] -- [Year]## Current State- Headcount: [X]
- Open roles: [X]
- Voluntary attrition (trailing 12 mo): [X]%
- Engagement score: [X] / 100
- Regrettable turnover: [X]%
## Future State (12 months)- Target headcount: [X] (growth: [X]%)
- Critical skills needed: [list]
- Organizational design changes: [if any]
## Gap Analysis| Role / Skill | Current | Needed | Gap | Action ||-------------|---------|--------|-----|--------|| [Role A] | 3 | 5 | +2 | Hire Q1-Q2 || [Skill B] | Low proficiency | Intermediate | Gap | Training program |## Hiring Plan| Quarter | Roles | Headcount | Budget ||---------|-------|-----------|--------|| Q1 | [Roles] | [X] | $[Y] || Q2 | [Roles] | [X] | $[Y] |## Succession Plan| Critical Role | Incumbent | Ready Now | Ready 1-2 yr ||---------------|-----------|-----------|--------------|| [VP Engineering] | [Name] | [Name] | [Name, Name] |## Risk Register| Risk | Likelihood | Impact | Mitigation ||------|-----------|--------|------------|| Key-person dependency | High | Critical | Cross-train 2 backups by Q2 || Attrition spike in Sales | Medium | High | Retention bonuses, stay interviews |
Performance Management Cycle
Quarter
Activity
HRBP Role
Q1
Goal setting -- cascade company OKRs to individual goals
Prepare -- Collect manager-submitted ratings. Flag outliers (> 40% top-tier or > 20% bottom-tier in any team). Pull performance data and promotion history.
Facilitate -- Walk through each team's distribution. Managers present evidence for outlier ratings. Challenge ratings that lack behavioral evidence.
Align -- Reach consensus on final ratings. Ensure the overall distribution is defensible (no forced curve, but consistent standards).
Document -- Record final ratings and rationale for any changes. Feed into compensation decisions.
Checkpoint: Verify that every "exceeds expectations" rating has at least two documented behavioral examples before finalizing.
Employee Relations: Issue Resolution Framework
Listen -- Hear the concern fully. Take notes. Acknowledge the employee's experience without making commitments.
Investigate -- Gather facts from all relevant parties. Review documentation, emails, and policies. Maintain confidentiality.
Analyze -- Identify root cause. Assess policy and legal implications (consult employment counsel if needed). Evaluate options.
Resolve -- Determine the appropriate action. Communicate the decision to all parties. Implement the resolution.
Follow up -- Check on the outcome within 2 weeks. Document the case. Identify systemic patterns that may need policy changes.
Difficult Conversations Framework (SBI-E)
Element
Description
Example
Situation
When and where
"In last Tuesday's team standup..."
Behavior
Observable action
"...you interrupted two colleagues mid-sentence."
Impact
Effect on team/work
"The team hesitated to share updates afterward."
Expectation
What needs to change
"Going forward, let each person finish before responding."
Example: Workforce Plan for a Scaling Engineering Org
CONTEXT
Current: 45 engineers, 8% attrition, 3 open reqs, engagement 74/100
Business goal: Launch 2 new products requiring +15 engineers in 12 months
WORKFORCE PLAN
Gap Analysis:
Frontend engineers: have 12, need 18 (+6)
ML engineers: have 3, need 8 (+5)
Engineering managers: have 5, need 7 (+2, promote from within if possible)
Platform engineers: have 10, need 14 (+4)
Hiring Plan:
Q1: 5 hires (3 frontend, 2 ML) -- $25K recruiting cost
Q2: 5 hires (2 ML, 2 platform, 1 frontend) -- $25K
Q3: 4 hires (2 platform, 1 frontend, 1 ML) -- $20K
Q4: 1 hire (manager backfill if internal promo) -- $5K
Succession:
Promote 2 senior engineers to EM by Q2 (already in leadership program)
Backfill their IC roles in Q3
Risks:
ML talent market is tight -- offer 75th percentile comp, sign-on bonus
2 senior engineers flagged as flight risk -- schedule stay interviews Q1
Budget: $75K recruiting + $120K incremental comp (15 new heads, partial year)
Compensation Philosophy
Element
Approach
Market positioning
Target 50th-75th percentile for base; equity for upside
Pay components
Base (70%), variable/bonus (15%), equity (15%)
Pay decisions
Based on role level, performance, market data, internal equity
Unclear role definition, reactive posture, or lack of business acumen
Establish a formal operating model: 70% strategic / 30% operational; present quarterly people plans tied to business OKRs; delegate administrative tasks to HR shared services
Calibration sessions devolve into arguments
No shared rubric, manager defensiveness, or lack of pre-work
Require managers to submit ratings with 2+ behavioral evidence examples before the session; facilitate with a neutral framework; start with aligned ratings and work through outliers
Workforce plan disconnected from business strategy
HRBP not included in business planning, or plan built in isolation
Attend leadership team meetings; build workforce plan as an appendix to the business plan; tie every headcount request to a revenue or product milestone
High regrettable turnover in specific teams
Manager quality issues, compensation misalignment, or stalled career paths
Run stay interviews with high performers; analyze exit data by manager; benchmark comp by role and level; publish career ladders with clear promotion criteria
Employee relations cases escalate unnecessarily
Late intervention, poor documentation, or inconsistent policy application
Train managers on early issue identification; standardize the ER intake and investigation framework; conduct monthly ER case reviews to identify patterns
Performance review cycle seen as bureaucratic
Too many forms, unclear purpose, or ratings disconnected from comp
Simplify to a 2-page template; connect review outcomes directly to merit and promotion decisions; train managers on feedback delivery (SBI-E model)
Change management initiatives fail to stick
Insufficient sponsorship, poor communication cadence, or no measurement
Apply Kotter's 8-step model; secure visible executive sponsorship; communicate in 5+ channels; measure adoption at 30/60/90 days
Success Criteria
Dimension
Metric
Target
Measurement
Strategic Impact
Business leader satisfaction with HRBP
> 4.0 / 5.0
Annual stakeholder survey
Strategic Impact
% time spent on strategic activities
> 60%
β
Make data-driven prioritization decisions faster
Stakeholder Communication
Draft PRDs, status updates, and stakeholder presentations
βΊAccess to product documentation and roadmap tools (Jira, Notion, etc.)
βΊUnderstanding of product management frameworks (RICE, Jobs-to-be-Done, etc.)
βΊStakeholder contact information and communication channels
Time Estimate
30-60 minutes to see productivity improvements
Steps
1Install product management skill
2Start with user story generation for known feature
3Progress to competitive analysis: research 2-3 competitors
4Use for roadmap prioritization: apply RICE/ICE scoring
5Draft stakeholder communications and refine based on feedback
6Build template library for recurring PM tasks
7Share effective prompts with product team
Common Pitfalls
β Not validating competitive researchβverify facts before sharing
β Accepting user stories without involving engineering team
β Over-relying on frameworks without qualitative judgment
β Not customizing outputs to company culture and communication style
β Skipping stakeholder validation of generated requirements
Best Practices
β Do
+Validate research and competitive analysis with real data
+Collaborate with engineering when generating technical requirements
+Customize frameworks and templates to your company context
+Use skill for first drafts, refine with stakeholder input
+Document successful prompt patterns for PM tasks
+Combine AI efficiency with human judgment and intuition
β Don't
βDon't publish competitive analysis without fact-checking
βDon't finalize user stories without engineering review
βDon't make prioritization decisions solely on AI scoring
βDon't skip customer validation of generated requirements
βDon't ignore company-specific context and culture
π‘ Pro Tips
β Provide context: company goals, constraints, customer feedback
β Ask for alternatives: 'Show 3 ways to prioritize this roadmap'
β Request stakeholder-specific formatting: 'Executive summary vs. engineering spec'
β Use skill for 70% generation + 30% customization to company needs
When to Use This
β Use when
Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.
β Avoid when
Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.
Learning Path
1Basic: user stories, feature specs, status updates