Finance Onboarding Check

Runs monthly LCAT check for Finance. Pulls all billable roles from Jira Staffing board (project SO) where Project Start Date falls in a given month then creates new Google Sheet report in Delivery Staffing Movements Drive folder for Finance to compare LCATs vs. Unanet. Trigger phrases: "monthly LCAT check", "run the LCAT check", "LCAT check for [month]", "run the finance report", "monthly finance check", "pull staffing for [month]", "create the finance onboarding sheet", or "finance staffing report." What it does: - Asks which month to report on and whether to notify Finance afterward - Queries Jira (project SO) for roles with Project Start Date in that month, excluding Corporate/Non-Billable - Builds CSV with columns: Project Name, Employee Full Name, Project Start Date, Summary, Issue Key, GSA LCAT, Contract LCAT, Unanet LCAT, Flag/Comment? - Creates new Google Sheet titled {Month} {Year} - Delivery Staffing Movements in Finance LCAT reports Drive folder - Sends summary to Finance Slack channel

mkdir -p ~/.claude/skills/finance-onboarding-check
curl -L https://claudskills.com/skills/finance-onboarding-check/SKILL.md \
  -o ~/.claude/skills/finance-onboarding-check/SKILL.md

@misc{finance-onboarding-check-2026,
  author    = {[email protected]},
  title     = {Finance Onboarding Check [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/finance-onboarding-check/}
}