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Finance Onboarding Check

Agent skill
1 skill

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

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryGeneralStars0

About this skill

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

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
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This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: 4f80979495465050d66effb74c074acd59d784c2f587728ef6799605ea982da8

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About this listing

Category
General
Reported license
Not specified
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Finance Onboarding Check | Agent Skills Atlas