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Set Up a New Joiner as a Copy of a Colleague

Overview​

Tell the AI Assistant who is joining, when they start and which colleague they should be set up like. The assistant duplicates that colleague's user and finishes the setup in the same step: the new person's name, username, email and start date, the colleague's typology, hours, access profiles, public holidays and leave types for this year. You review everything on a card before the user is created.

Once the user exists, the assistant shows how the person was set up and asks you to confirm the clients and departments they work on. It then compares their access profiles with colleagues in the same role and suggests any that are missing.

The agency, people, clients and access profiles in this example are illustrative.

An example conversation between an operations manager and the AI Assistant.

AI Assistant Chat
You

Tom Carter is joining the Design team on Monday, 2 November, as a Senior Designer. Set Tom up like Ana Lopes.

Skilio

I’ll create Tom Carter as a copy of Ana Lopes, starting on 2 Nov 2026. Tom’s timesheets start that day, with Ana’s hours, typology and access profiles. Review the details below.

Set up Tom CarterReview the new user before I create them.
Copy of:
Ana Lopes
Name
Tom Carter
Username
tom.carter
Email
tom.carter@brightlane.com
SSO username
tom.carter@brightlane.com
Starts (timesheets from)
2 Nov 2026
Minimum hours per day
8
Minimum hours per week
40
Typology group
Creative
Typology
Senior Designer
Access profiles
Designer, Timesheets, Leaves
Leave types
Vacation 25, Training 3
Set up like the colleague
Access profiles, company, department, division, client access, responsible, working hours and holidays
Edit detailsDenyCreate user
You

I selected Edit details, changed Vacation to 4 days for this year and selected Create user.

Skilio

How Tom Carter was set up

CompanyBrightlane Lisbon
DepartmentDesign
TypologySenior Designer (Creative)
ResponsibleMarta Silva
Timesheets from2 Nov 2026
Minimum hours8 per day, 40 per week
SSOtom.carter@brightlane.com
Access profilesDesigner, Timesheets, Leaves
ClientsContoso Foods, Northwind Coffee
Public holidays14 in 2026, as Ana’s
Leave types in 2026Vacation 4 days, Training 3 days

Confirm Tom’s clients and departments below.

Access for Tom CarterReview this before I continue.
User
Tom Carter
Add clients
None
Remove clients
None
Add departments
None
Remove departments
None
Edit detailsDenyApprove
You

Tom will work on Fabrikam Retail, not on Contoso Foods. I added Fabrikam Retail, removed Contoso Foods on the card and selected Approve.

Skilio

Tom now has access to Fabrikam Retail and no longer to Contoso Foods. Everything else stays as copied from Ana.

I compared Tom’s access profiles with the other Senior Designers in Design. 8 of 9 have Creative Review, and Tom doesn’t. I suggest adding it.

Change Tom Carter's access profilesReview the access change before I apply it.
User
Tom Carter
Add
Creative Review
DenyApprove
You

I selected Approve.

Skilio

Tom Carter now has the Creative Review access profile and is ready to start on 2 Nov 2026.

Check Tom’s access against the Design teamOnboard another person

AI capability

From “Tom starts Monday” to a working user

The assistant copies what the new person shares with a colleague, corrects what is personal to the colleague, and lets you review it all before anything is created.

What happens in Skills Workflow

  • Give the new person’s full name, their start date and the colleague to copy.
  • Check the username, email and SSO username the assistant suggests from the colleague’s.
  • Check the hours, typology and access profiles, and change any that differ for this person.
  • Change the leave days in Leave types if the person should have fewer days this year.
  • Select Create user, then confirm the clients and departments the person works on.
  • Read the comparison with colleagues and approve or deny the suggested access profile.

Other ways to ask

“Tom Carter joins on Monday as a Senior Designer. Set Tom up like Ana Lopes.”

“Duplicate Ana Lopes for Tom Carter, starting 2 November, part-time.”

“Create a user for Tom Carter like Ana Lopes, with the Traffic profile and without Account.”

Good to know

  • You need permission to create and edit users.
  • The assistant always asks for the new person’s full name and start date. Their timesheets start on that day.
  • Leave types start with the colleague’s days for this year. Change them on the card before you create the user.
  • Birth date and phone are not copied. Time zone, monthly cost and rate values, and tags are not copied either: set them in the new user’s record.
  • If the new person signs in with a password, they are asked to change it the first time they sign in.
  • Nothing is created until you select Create user. Select Deny to stop and tell the assistant what to change.