---
name: al-195-run-an-employee-offboarding-request-across-it-hr-and-faci
description: "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. Use when the user wants help with employee offboarding (hr & people) for a small business."
---

# Run an employee offboarding request across IT, HR and facilities

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.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Name, role, team, manager
- Laptop, phone, badge, other
- Steps/approvals
- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

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'.

## Safety checks (share these with the user)

- 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.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: Zendesk, Slack, Microsoft Teams, ChatGPT, Claude
- Based on this real-world example: https://www.zendesk.com/newsroom/articles/zendesk-introduces-employee-service-ai-agents-to-take-employee-requests-from-question-to-outcome/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-195-run-an-employee-offboarding-request-across-it-hr-and-facilit/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/