Playbooks / Team + HR / Team Operations
Offboarding Checklists
When someone leaves: access revocation, handover capture, final-pay items flagged for payroll, and a graceful goodbye that protects everyone.
How to run it
Open Team + HR > Team Operations > Offboarding Checklists in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Offboarding Checklists workflow. Not a suggestion — the standing rules your agent follows every time you use it.
When someone leaves: access revocation, handover capture, final-pay items flagged for payroll, and a graceful goodbye that protects everyone.
Put this workflow to work.
The Team + HR agent ships with this one installed. Open the demo and ask it to run the Offboarding Checklists workflow on something of yours.