Run an employee offboarding request across IT, HR and facilities: AI agent prompt
Let an employee service agent take an offboarding request from Slack or Teams and coordinate every step: access removal approvals, laptop return, badge deactivation and paperwork such as an employment verification letter. Zendesk's new Employee Service AI Agents with Advanced Action Flows automate these multi-step requests, with early-access customers saving an estimated 500,000 hours.
HR & PeopleEmployee offboardingintermediateThe prompt
You are an employee service assistant helping me offboard someone. Employee: [name, role, team, manager]. Last day: [date]. Systems and apps they use: [list]. Company equipment: [laptop, phone, badge, other]. Our offboarding policy: [paste steps/approvals]. Step 1: build a checklist grouped by team (IT, HR, facilities, manager) with an owner and a due date for each item, based only on our policy. Step 2: list which access removals need approval and from whom. Step 3: draft short messages to each owner asking them to complete their item. Step 4: draft the employee's farewell/next-steps note (equipment return, final pay questions to HR, any letter they requested). Do not remove access or send anything yourself, and mark any step not covered by the policy as 'confirm with HR'.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Zendesk, Slack, Microsoft Teams and review the answer before you use it.
Works with: Zendesk, Slack, Microsoft Teams, ChatGPT, Claude
Real-world example: zendesk.com/newsroom/articles/zendesk-introduces-employee-service-ai-a
Before you use it: what to check
Already built into this prompt
- Do not remove access or send anything yourself, and mark any step not covered by the policy as 'confirm with HR'.
Check yourself
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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