--- name: hreng-offboard description: Use when the user is planning an exit or handoff for a departing team member; produce exit checklist (access, docs, knowledge transfer, last day), handoff doc, and access-revoke list. version: 1.0.0 license: MIT --- # 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.md` when 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 1. **List systems and access** (code, infra, SaaS, docs, keys). 2. **List deliverables and docs** they own; assign next owner per item. 3. **Knowledge transfer**: what only they know; suggest sessions or docs. 4. **Last day**: equipment return, access cut, final conversation, exit survey if applicable. 5. **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.