Create an employee offboarding checklist and timeline
Produces a complete offboarding checklist by owner and day for voluntary or involuntary exits, so nothing is missed.
The prompt
Help me create an offboarding checklist and timeline.
Type of exit: [resignation / termination / layoff / retirement / end of contract]
Employee's role and access level: [e.g. access to customer data, financial systems, admin rights]
Last working day and notice period: [DATES]
Location: [COUNTRY/STATE]
Our systems and tools: [HRIS, payroll, IT systems, building access]
Teams involved: [HR, IT, payroll, manager, facilities, security, finance]
Create a checklist table with columns: task, owner, deadline (relative to last day), done.
Cover:
1. Notice and paperwork - resignation acknowledgment or termination letter, separation agreement if any, confirming last day.
2. Pay and benefits - final pay timing and contents (unused leave, commissions, expenses) [CONFIRM LOCAL LAW], benefits end date, continuation notices, retirement plan info.
3. Knowledge transfer - handover plan, documentation, client and stakeholder reassignment.
4. Access and equipment - agree with IT when access is cut (at the moment of the conversation for involuntary exits), equipment return, and who owns the detailed IT access checklist.
5. Legal and confidentiality - reminders of ongoing obligations, return of company information.
6. Communication - team and client announcements, out-of-office.
7. Exit interview and alumni or rehire eligibility note.
8. Records - what to retain, for how long, and secure storage.
Also give me a short, warm farewell message template for voluntary exits.
Use only the dates and details I provide; mark anything unconfirmed as [CONFIRM].
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Projects & Operations prompts
What to fill in
- e.g. access to customer data, financial systems, admin rights
- DATES
- COUNTRY/STATE
- HRIS, payroll, IT systems, building access
- HR, IT, payroll, manager, facilities, security, finance
- CONFIRM LOCAL LAW
- CONFIRM
How this prompt is built
This prompt follows the RTF structure (Role, Task, Format). RTF tells the model who to be, what to do and what shape the answer should take. It is the quickest structure that still gives noticeably better results than a bare request.
Related prompts
- Turn sales handoff notes into a customer onboarding briefConverts messy deal notes into a clear brief so customer success starts onboarding knowing what was promised and why the customer bought.
- Plan an office, warehouse, or site moveA relocation plan with workstreams, timeline, cutover weekend, and risk checks so operations keep running through the move.
- Plan stakeholder communication and engagementWho needs to know what, when, and how — and how to keep them engaged.
- Plan a group project and split the work fairlyA fair task split, timeline, and team agreement for a school group project, including what to do if someone doesn't pull their weight.