{"id":"hr-offboarding-checklist-by-owner","audience":"hr","category":"people-work","track":"people","level":"beginner","technique":"format","title":"Build an offboarding checklist grouped by owner","free":false,"task":"Turn the notes into an offboarding checklist in plain text. Group tasks under three headings exactly: IT, HR, Manager. Each task is one line starting with \"[ ] \" and under 12 words. Include only tasks the notes mention and put the date after the task when the notes give one. At most 12 tasks. HR reviews before it goes out.","materialLabel":"Offboarding notes (attached to your prompt automatically)","material":"Departing: Marcus Bell, Analyst, last day Friday Nov 20 (resignation, notice given Nov 3).\n\nNotes from the People Team call:\n- IT needs to disable his laptop login at 5 pm on his last day and collect the laptop and badge by Nov 20.\n- Forward his email to Priya Shah for 30 days.\n- HR to send final pay and PTO payout info before Nov 20. Payroll runs Nov 25.\n- HR to schedule exit interview, he offered Nov 18 at 2 pm.\n- Manager (Priya) to list open projects and hand them off by Nov 18.\n- Manager to remind him of the confidentiality agreement he signed.\n- Benefits info packet to be sent by HR; his coverage ends Nov 30.\n- Someone mentioned a farewell lunch, nothing booked yet and not required.\n- Priya wants to reuse his desk for the intern; separate topic, ignore.","rules":[{"type":"maxBullets","max":12},{"type":"plainText"}],"mistakes":[{"title":"Wrong owners","why":"The AI puts the email forward under HR.","fix":"Say: \"Group under IT, HR, Manager based on who the notes name.\"","checks":["r0"]},{"title":"Bullet style","why":"The AI uses dashes or long sentences.","fix":"Say: \"Each line starts with [ ] and is under 12 words.\"","checks":["r1","maxBullets"]},{"title":"Padding with extras","why":"The AI adds standard tasks like return parking pass.","fix":"Say: \"Only tasks from the notes. Leave out the lunch and desk.\"","checks":["r2"]},{"title":"Markdown","why":"The AI bolds words or adds headings.","fix":"Say: \"Plain text, no bold, no headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Exact headings","patterns":["it","hr","manager"]},{"label":"Checkbox format","patterns":["\\[ \\]"]},{"label":"Word limit per line","patterns":["under 12 words"]},{"label":"Only from notes","patterns":["only (tasks|from)","notes"]},{"label":"Task cap","patterns":["at most 12"]}],"hint":"Give the three headings, the checkbox format and say to use only the notes.","mission":"Turn the notes into an offboarding checklist by owner.","musts":["IT, HR, Manager headings","Tasks from notes only","Max 12 tasks"],"rubricLabels":["Uses exactly the three headings IT, HR and Manager and every task sits under the correct owner (laptop and login under IT, final pay and exit interview under HR, handoff list under Manager)","Every task line starts with \"[ ] \", is under 12 words, and includes the date where the notes give one (Nov 20, Nov 18, Nov 30)","Leaves out the farewell lunch and the desk reuse, and contains no task that is not in the notes"]}