thinkhard.SI

Prompt repository Hiring & people

Plan an employee's offboarding: access, equipment, final pay and handover

Someone is leaving, and you need a dated checklist with owners so that their work is handed over and their access and final pay are handled correctly.

Registry no.
PPL-057
Collection
Hiring & people
Laid out for
Any chat model
Score
10 out of 10
Blanks to fill
9

Hiring & peopleAny chat

The prompt

Score 10 of 10, Excellent

Use it when Someone is leaving, and you need a dated checklist with owners so that their work is handed over and their access and final pay are handled correctly.

  • {{employee_role}}
  • {{last_day}}
  • {{owner}}
  • {{departure_type}}
  • {{responsibilities}}
  • {{access_and_equipment}}
  • {{policy}}
  • {{location}}
  • {{successors}}
Full prompt and why it works
Prompt
Plan the offboarding of {{employee_role}}, whose last day is {{last_day}}, for {{owner}} to run, so that their work is handed over before they go, their access ends at the right moment, equipment comes back, and final pay is correct and on time. The departure is {{departure_type}}.

What they own now (projects, clients, systems, recurring tasks, documents):
"""
{{responsibilities}}
"""

Systems and equipment they have: {{access_and_equipment}}

Our offboarding policy and final pay rules, as written:
"""
{{policy}}
"""

Where they work: {{location}}
Who takes over their work: {{successors}}

Produce, each with a heading:
1. Checklist: a table with the columns When (a date, or "last day" with a time), Task, Owner, Done, sorted by date, covering handover, access removal, equipment return, final pay and benefits, the exit interview, and telling the team and any clients.
2. Handover plan: for each responsibility, who takes it over, what they need (documents, introductions, shared passwords changed after the person leaves) and a handover meeting date.
3. Final pay and benefits: what our policy says about the final paycheck, unused vacation, expenses, equity and when benefits end. Rules on final pay timing and vacation payout differ by place, so beside each item write [CHECK RULES FOR {{location}}] for HR or payroll to confirm, and do not state the law yourself.
4. Exit interview: 6 to 8 open questions about their work and the team, for example "What would you change about how work reaches you?" That example shows the form only.
5. Messages to the team and to any clients, under 100 words each, saying when they leave and who to contact from now on.

A good plan leaves nothing that only the leaver knows how to do. Keep it practical and respectful.

Do not say or hint why they are leaving in any message, and leave out personal details. If the departure is involuntary, time access removal for the meeting where they are told, and send the team message only after that meeting. If a responsibility has no successor, mark it [OWNER NEEDED] and list it at the top.

Variables

{{employee_role}}
The leaver's role, for example "our accounts payable specialist".
{{last_day}}
Their last working day, for example "Friday, May 15".
{{owner}}
Who runs the offboarding, for example "their manager with HR".
{{departure_type}}
For example "a resignation with four weeks' notice" or "involuntary, effective immediately".
{{responsibilities}}
What they own: projects, clients, systems, recurring tasks and where their documents live.
{{access_and_equipment}}
The systems they can sign in to and the equipment they hold.
{{policy}}
Your offboarding and final pay policy, including vacation payout and benefits end dates.
{{location}}
The country or state where they work.
{{successors}}
Who takes over each area, or "not decided".

Why it works

  • Format. One dated checklist with an owner for every task, so nothing depends on someone remembering it in the last week.
  • If unsure. Final pay and vacation payout carry a [CHECK RULES] marker for payroll, and work with no successor is listed at the top.
  • What to avoid. No message says or hints why the person is leaving, and access is timed with care when the departure is involuntary.

How to use it

  1. Press Fill in blanks and type your details into each blank. What you type stays in this browser.
  2. Copy the filled prompt into the AI tool you already use, such as ChatGPT, Claude or Gemini, or open it in the Grader or the Prompt Tester here.
  3. Before you rely on it, try it on three or four real examples. The Prompt Tester runs them all at once and shows which ones go wrong.
Use it from code

Get this prompt as JSON from the free REST API, with your own text in the blanks, or let an AI assistant fetch it through the MCP server. No key.

curl -s https://thinkhard.si/api/v1/prompts/employee-offboarding-plan

With the MCP server added to Claude, ChatGPT, Cursor or VS Code, call get_prompt with {"prompt": "employee-offboarding-plan"}, or just ask for it by name.