{"id":"hr-policy-exception-request-summary","audience":"hr","category":"people-work","track":"people","level":"advanced","technique":"audience","title":"Summarize an exception request for the approver without recommending","free":false,"task":"Summarize the request for Director of People Marta Lindgren in plain text, under 130 words, as five labeled lines: Request:, Policy says:, Gap:, Missing information:, Precedent noted:. Do not recommend approving or denying. Use only the documents. If the notes do not give a precedent, write \"Precedent noted: None in the notes\". HR makes the decision.","materialLabel":"Request email and policy excerpt (attached to your prompt automatically)","material":"Email from manager Paul Henley (Nov 6): \"Can I get approval for Tessa Morgan to carry over 14 unused PTO days instead of the cap? She was asked to cover a colleague who left in June and couldn't take time off. She'll lose 4 days on Dec 31 otherwise. I think that's unfair. Another team lead told me they got a similar exception last year but I don't have details.\"\n\nPolicy excerpt, Section 6.4 Carry-over: Employees may carry over up to 10 days of unused PTO into the next year. Days above 10 are forfeited on Dec 31. Exceptions require written approval from the Director of People and must state the business reason and the number of days. Exceptions do not create a precedent.\n\nRecord: Tessa has 14 unused days as of Nov 6. She plans to take 3 days in late December. Paul has not asked whether she can use the days before Dec 31 or be paid out.","rules":[{"type":"maxWords","max":170},{"type":"plainText"}],"mistakes":[{"title":"Recommending","why":"The AI says 'recommend approving'.","fix":"Say: \"Do not recommend approving or denying.\"","checks":["r2"]},{"title":"Treating hearsay as precedent","why":"The AI cites last year's exception.","fix":"Say: \"If the notes give no precedent, write Precedent noted: None in the notes.\"","checks":["r2"]},{"title":"Missing the gap math","why":"The AI doesn't compute days over the cap.","fix":"Say: \"Gap: show the days above the cap.\"","checks":["r1"]},{"title":"Labels","why":"The AI uses paragraphs.","fix":"Say: \"Five lines with these exact labels.\"","checks":["r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example: \"each line under 15 words.\"","checks":["maxWords"]},{"title":"Markdown","why":"The AI bolds words or adds headings.","fix":"Say: \"Plain text, no bold, no headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Five labels","patterns":["request:","policy says:","gap:","missing information:","precedent noted:"]},{"label":"Reader","patterns":["marta","director"]},{"label":"No recommendation","patterns":["do not recommend"]},{"label":"None in the notes","patterns":["none in the notes"]},{"label":"Word cap","patterns":["under \\d+ words"]}],"hint":"Name the reader, give the five labels, and say not to recommend and what to write for precedent.","mission":"Brief Marta Lindgren on the exception request without recommending.","musts":["No approve/deny advice","Documents only","None in the notes"],"rubricLabels":["Has exactly five lines starting Request:, Policy says:, Gap:, Missing information:, Precedent noted: in that order","Request and policy are accurate (14 days carried over, cap of 10, 4 days forfeited on Dec 31, written approval from the Director of People stating the business reason and number of days) and Gap says 4 days above the cap","Missing information includes whether she can use days before Dec 31, the second line says Precedent noted: None in the notes (the other lead's exception is hearsay, no details), and the summary does not recommend approving or denying"]}