Offboard / Exit
Produce an exit checklist, handoff plan, and access-revoke list to close the employee lifecycle cleanly.
When to Use
Use this skill when:
- An employee is leaving (resignation, end of contract, termination) and you need a structured handoff.
- You want an exit checklist (access revoke, docs, knowledge transfer, last day).
- You need a handoff doc for continuity (owner, status, contacts).
Do not use this skill when:
- The focus is onboarding a new hire → use
hreng-onboard-306090. - The focus is performance or PIP → use
hreng-perf-diagnose/ pip command.
Inputs Required
- Person, role, last day (if known).
- Systems they use, docs they own, key contacts (AskUserQuestion or Read).
- Handoff recipient(s) (manager, teammate, backup).
Outputs Produced
- Exit checklist: access revoke list, doc ownership transfer, knowledge transfer items, final day logistics (equipment, badge, offboarding meeting).
- Handoff doc: projects/artifacts, status, next owner, contacts; use
templates/handoff-doc.mdwhen present. - Reminder: coordinate with HR/IT for access and equipment; do not store passwords or sensitive access in the doc.
Using Supporting Resources
Templates
templates/exit-checklist.md– Exit checklist (access, docs, knowledge transfer, last day).templates/handoff-doc.md– Handoff document (owner, status, contacts).
References
- None in-repo; coordinate with HR/IT and onboarding (e.g.
hreng-onboard-306090) for continuity.
Scripts
- No validation script; rely on HR/IT workflows for access and equipment.
Core Pattern
- List systems and access (code, infra, SaaS, docs, keys).
- List deliverables and docs they own; assign next owner per item.
- Knowledge transfer: what only they know; suggest sessions or docs.
- Last day: equipment return, access cut, final conversation, exit survey if applicable.
- Output checklist + handoff doc; remind HR/IT coordination.
Common Mistakes
- Listing credentials or secrets in the handoff doc; only list systems and owners.
- Skipping knowledge-transfer sessions when the leaver is the only expert.
- Not aligning with HR/IT on access cut timing and equipment return.
Legal disclaimer
This skill supports exit and handoff logistics only; it is not legal advice. Termination, final pay, benefits, and restrictive covenants vary by jurisdiction and contract. Consult HR/legal for terminations and sensitive exits.
Tips
- Prefer MCP for org/access data if available; do not exfiltrate credentials.
- Keep handoff doc in a shared, access-controlled location.