Claude Code Skills·Claude Skills·The open SKILL.md registry for Claude
ClaudSkills / General / business-ops

Finance Onboarding Check

Category: General  ·  Sub-category: business-ops  ·  Last updated:
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
Security AStatic scan found no risk patternsHow grading works ›

About this skill (catalog notes)

Finance Onboarding Check includes at least one code block. The SKILL.md runs to about 814 words, in the catalog's typical mid-range.

Source
hub.navapbc.com
Original author
[email protected]
Indexed lastmod
Catalog position
General · business-ops
Indexed related skills
10

How Finance Onboarding Check fits the catalog

Finance Onboarding Check sits in the General category under the business-ops sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

Is Finance Onboarding Check safe to install?

A free static scan against the OWASP Agentic Skills Top 10 found no risk patterns in Finance Onboarding Check’s SKILL.md — no data-exfiltration, prompt-injection, or unexpected-execution signatures. The full security scan is below.

Installing & verifying

Installing Finance Onboarding Check writes its SKILL.md to ~/.claude/skills/finance-onboarding-check/SKILL.md; Claude Code discovers it automatically on the next session — no restart flag needed. It declares no allowed-tools restriction, so it inherits your session’s existing tool access rather than narrowing it. To confirm it loaded, ask Claude to list its available skills — finance-onboarding-check should appear by name.

What Finance Onboarding Check needs to run

Worked code
3 copy-paste code blocks in the body.
Depth
~814 words, typical mid-range depth.

When to reach for it

There are 10 related skills in General — a two-minute scan of the alternatives usually confirms whether Finance Onboarding Check is the right pick.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

This skill generates the monthly Finance onboarding report by pulling assigned roles from the Nava Jira Staffing board and creating a Google Sheet for the Finance team to reconcile against Unanet.

What this skill does

Finance Onboarding Check is a community-contributed Claude Code skill in the business-ops sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/finance-onboarding-check/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Finance Onboarding Check Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 178,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

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

Or just download SKILL.md directly and drop it into ~/.claude/skills/finance-onboarding-check/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/finance-onboarding-check/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\finance-onboarding-check\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Finance Onboarding Check Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/finance-onboarding-check/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Finance Onboarding Check skill do?
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
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Finance Onboarding Check skill?
Use Finance Onboarding Check when your Claude Code task falls under the General category — specifically in the business ops area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Finance Onboarding Check" or describe the task and let Claude pick). Browse related skills at /category/general/.
What is a Claude Code skill and how does the Finance Onboarding Check skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Finance Onboarding Check is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
[email protected]. (2026). Finance Onboarding Check [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/finance-onboarding-check/
BibTeX
@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/}
}

Embed this skill

Promote, attribute, or link this skill from your own README, blog post, or documentation. All three snippets are free to use — no sign-up, no API key. More distribution surfaces →

Badge
[![ClaudSkills](https://claudskills.com/badge/finance-onboarding-check.svg)](https://claudskills.com/skills/finance-onboarding-check/?utm_source=badge&utm_medium=readme&utm_campaign=skill_badge)
<script>
<script src="https://claudskills.com/embed/finance-onboarding-check.js" async></script>
<iframe>
<iframe src="https://claudskills.com/embed/finance-onboarding-check.html" width="100%" height="160" frameborder="0" loading="lazy" title="ClaudSkills: Finance Onboarding Check"></iframe>

Security scan

Grade A · scanned 2026-08-08 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

Show this grade on your repo (click to copy):

[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/finance-onboarding-check/#security)

Free. No spam. Unsubscribe in one click.

More General skills

Browse all General skills in the ClaudSkills registry, or explore these other picks from the same category:

Browse all General skills → Top 100 skills
Part of ClaudSkills — the open registry for Claude Skills & Claude Code Skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt

Part of Acreator Store — Adam Lankamer's AI tools: PerfectStudio · Ucaption · UTagger · AutoXPoster · TestYourSkills · AutomationFlows · Au Naturel · Telegram @acreatorstore