Employee Offboarding Document Generator (v1.1)

A Claude AI plugin that serves as an alternative to expensive HRIS offboarding modules (BambooHR, Deel, Rippling) with professionally structured document generation backed by authoritative employment law references for small and medium-sized businesses.

Important: All documents generated by this plugin are drafts intended as starting points. Employment documents should be reviewed by HR counsel or a qualified employment attorney to ensure compliance with federal, state, and local labor laws.

Installation

1. Download the pf-offboarding-docs.plugin file
2. Open Claude Desktop and navigate to Settings > Plugins
3. Click Install Plugin and select the downloaded .plugin file
4. The plugin will be installed and available immediately

Note: All data stays local on your machine. No external API calls or cloud storage required.

Commands

• /offboarding:offboarding-checklist — Checklist Command
• /offboarding:offboarding-exit-interview — Exit Interview Command
• /offboarding:offboarding-full-offboard — Full Offboard Command
• /offboarding:offboarding-kb — /offboarding:kb
• /offboarding:offboarding-knowledge-transfer — Knowledge Transfer Command
• /offboarding:offboarding-report — Report Command
• /offboarding:offboarding-setup — Setup Command
• /offboarding:offboarding-status — Status Command

What This Plugin Does

Generate professional employee departure documentation in minutes instead of hours:

• Exit Interview Questionnaires — Role-specific questionnaires with rating scales and open-ended prompts
• Offboarding Checklists — Department-aware task lists for IT, equipment, benefits, and compliance
• Knowledge Transfer Documents — Structured templates for capturing institutional knowledge
• Executive Reports — Risk analysis and recommended actions for management

All outputs are DOCX files (Microsoft Word format) ready to print, sign, and archive.

Quick Start

1. Initialize workspace:

   /offboarding:setup Acme Corp
   

   Creates folder structure and company configuration.

2. Generate all documents for an employee:

   /offboarding:full-offboard Jane Smith Engineering Senior Developer 2026-04-15 3
   

   Generates all 4 documents (exit interview, checklist, knowledge transfer, report).

3. Or generate individual documents:

   /offboarding:exit-interview Jane Smith Engineering Senior Developer
   /offboarding:checklist Jane Smith Engineering
   /offboarding:knowledge-transfer Jane Smith Engineering Senior Developer 3
   /offboarding:report Jane Smith --with-exit-interview
   

4. Check status:

   /offboarding:status Jane Smith
   

All Commands

/offboarding:setup [company-name]

Initialize workspace with folder structure, company profile, and dependency check.

What it creates:

• inbound/ — For uploading completed exit interview responses
• processing/ — For intermediate data files
• outbound/ — Where all generated DOCX files are saved
• archive/ — For archiving completed offboardings
• .offboarding/config.json — Company profile and settings
• .offboarding/logs/ — Run logs

/offboarding:exit-interview <name> <department> <role> [tenure] [reason] [last-day]

Generate role-specific exit interview questionnaire.

Example:

/offboarding:exit-interview "Jane Smith" Engineering "Senior Developer" 3 voluntary 2026-04-15

Output: exit-interview-jane-smith.docx with:

• 15-20 numbered questions (Q1, Q2, etc.)
• 5+ rating scale tables (1-5 Likert scales)
• Department-specific questions
• Management & leadership feedback section
• Open-ended response spaces
• Legal disclaimers

/offboarding:checklist <name> <department> [role] [last-day]

Generate offboarding checklist with IT, equipment, benefits, and compliance items.

Example:

/offboarding:checklist "Jane Smith" Engineering 2026-04-15

Output: offboarding-checklist-jane-smith.docx with:

• 40-50 checkbox items organized by category
• Responsible party (HR, IT, Manager, Finance) for each item
• Due dates calculated from last day
• IT Access section (email, VPN, GitHub, Slack, etc.)
• Equipment return section (laptop, phone, badge, etc.)
• COBRA notification deadline (14 days, required by law)
• Department-specific items
• Final sign-off section

/offboarding:knowledge-transfer <name> <department> <role> [tenure]

Generate knowledge transfer template for capturing critical knowledge.

Example:

/offboarding:knowledge-transfer "Jane Smith" Engineering "Senior Developer" 3

Output: knowledge-transfer-jane-smith.docx with:

• Role Overview section
• Key Contacts table (5+ contacts with relationship notes)
• Active Projects table (project status, next steps, stakeholders)
• Recurring Tasks by frequency (daily, weekly, monthly, etc.)
• Department-specific knowledge sections:
  • Engineering: Code repos, infrastructure, CI/CD, deployments
  • Sales: Pipeline, accounts, sales cycle, pricing
  • Marketing: Campaigns, content calendars, brand guidelines
• System Access reference (passwords to be shared separately)
• Pending Items and loose ends
• Sign-off table (departing employee, successor, manager)
• Confidentiality warnings

/offboarding:report <name> [--with-exit-interview] [--with-checklist-status]

Generate executive summary report with risk analysis and action items.

Example:

/offboarding:report "Jane Smith" --with-exit-interview --with-checklist-status

Output: offboarding-report-jane-smith.docx with:

• Departure Summary (name, role, tenure, reason)
• Tenure Context analysis (interpreting significance of tenure length)
• Risk Areas identified (knowledge loss, client relationships, etc.)
• Exit Interview Highlights (if conducted)
• Offboarding Checklist Status (if provided)
• Recommended Actions (priority-ordered with owners and timelines)
• Knowledge Transfer Assessment
• Improvements for future offboardings
• Legal disclaimers and confidentiality notice

/offboarding:full-offboard <name> <department> <role> [last-day] [tenure]

Run complete pipeline generating all 4 documents in sequence.

Example:

/offboarding:full-offboard "Jane Smith" Engineering "Senior Developer" 2026-04-15 3

Output: All 4 DOCX files plus comprehensive summary showing workflow timeline.

/offboarding:kb [section-name]

Display offboarding compliance knowledge base — federal/state employment law references, EEOC safeguards, and compliance checklists.

Example:

/offboarding:kb COBRA          — Show COBRA compliance requirements
/offboarding:kb final-pay      — Show state final pay deadline matrix
/offboarding:kb exit-interview  — Show EEOC exit interview safeguards

/offboarding:status [employee-name]

Show offboarding pipeline status for an employee (or all employees if no name provided).

Example:

/offboarding:status "Jane Smith"

Shows which documents have been generated, file sizes, timestamps, and recommended next steps.

Feature Comparison

How this plugin compares to paid HRIS platforms:

Feature	This Plugin	BambooHR	Rippling	Deel
Exit Interview Questionnaires	✓ Full	◐ Partial	✗ None	✗ None
Offboarding Checklists	✓ Full	✓ Full	✓ Full	◐ Partial
Knowledge Transfer Templates	✓ Full	✗ None	✗ None	✗ None
Departure Summary Reports	✓ Full	◐ Partial	◐ Partial	✗ None
IT Access Auto-Revocation	✗ None	◐ Partial	✓ Full	◐ Partial
Device Recovery Logistics	✗ None	✗ None	◐ Partial	✓ Full
Role-Specific Customization	✓ Full	◐ Partial	◐ Partial	✗ None
Data Privacy (Local Only)	✓ Yes	✗ Cloud	✗ Cloud	✗ Cloud
No Subscription Cost	✓ included with your subscription	✗ $2400+/yr	✗ $960+/yr	✗ $588+/yr
Multi-User Collaboration	✗ Single session	✓ Full	✓ Full	✓ Full
DOCX Export	✓ Native	◐ Available	✗ Limited	✗ Limited
HRIS Integration	✗ Manual	✓ Built-in	✓ Built-in	✓ Built-in
Legal Compliance Knowledge Base	✓ Statute-level citations	✗ None	✗ None	◐ Partial
State Final Pay Compliance Matrix	✓ 10 states with statutes	✗ None	✗ None	✗ None
EEOC Exit Interview Safeguards	✓ Full checklist	✗ None	✗ None	✗ None
OWBPA Age Discrimination Protections	✓ Automated flags	✗ None	✗ None	✗ None
Trade Secret/DTSA Protections	✓ Full guidance	✗ None	✗ None	✗ None
NIST 800-53 IT Security References	✓ PS-4/AC-2 controls	✗ None	✗ None	✗ None

AI-Powered Features

• Role-Specific Questionnaires: Generates exit interview questions tailored to employee role, department, and tenure with rating scales
• Department-Aware Checklists: Creates offboarding task lists customized by role with responsibility assignments and due dates
• Knowledge Transfer Templates: Generates structured templates for capturing institutional knowledge specific to departing employee's role
• Risk Analysis: Analyzes employee departure details to identify knowledge loss risks and recommend mitigation strategies
• Executive Insights: Synthesizes exit interview data into actionable recommendations for management and future offboarding improvements
• Compliance Automation: Includes jurisdiction-specific compliance items (COBRA, final paycheck, etc.) in generated checklists
• Centralized Legal Knowledge Base: Authoritative federal/state employment law references with specific statute citations (COBRA per ERISA §§601-608, WARN Act per 29 USC §§2101-2109, OWBPA per 29 USC §626(f), FLSA state final pay deadlines)
• State Final Pay Compliance Matrix: Covers 10 states with specific statute numbers and deadlines for involuntary/voluntary termination (e.g., CA requires immediate pay per Labor Code §201)
• EEOC Exit Interview Safeguards: Pre/during/post-interview legal checklists aligned with EEOC guidance Manual §10-III and Title VII anti-retaliation protections
• OWBPA Age Discrimination Protections: Flags 21/45-day consideration and 7-day revocation periods for employees 40+ receiving severance per 29 USC §626(f)
• Trade Secret & IP Protections: DTSA-compliant knowledge transfer with whistleblower immunity notice per 18 USC §1833(b) and state non-compete enforceability guidance
• NIST 800-53 IT Security Controls: IT access revocation items reference PS-4 (Personnel Termination) and AC-2 (Account Management) controls
• Jurisdiction-Aware Config: Setup captures state and employee count to auto-derive COBRA, WARN Act, and FMLA applicability from statutory thresholds

Estimated Cost per Use

Disclaimer: Token estimates are approximate and based on typical usage patterns measured from skill prompt sizes. Actual costs vary with input data size, conversation length, and complexity. Estimates use Claude Sonnet 4.6 pricing ($3/1M input, $15/1M output). Cowork and Claude Desktop subscription users (Pro/Max/Team) are not charged per-token — these estimates apply only to direct Anthropic API usage. Running stages individually in fresh sessions uses fewer input tokens than running the full pipeline sequentially, because pipeline mode accumulates conversation history across stages.

Per skill (run individually in a fresh session):

Stage	Skill Prompt	User Input	Total Input	Output	Est. Cost
offboarding-checklist	~6.1K	~800	~10.3K	~4.0K	~$0.09
offboarding-exit-interview	~5.2K	~800	~9.3K	~5.2K	~$0.11
offboarding-kb	~5.3K	~800	~9.1K	~5.3K	~$0.11
offboarding-knowledge-transfer	~6.7K	~800	~11.0K	~6.0K	~$0.12
offboarding-report	~7.2K	~800	~11.7K	~6.0K	~$0.13
Standalone total			~51.4K	~26.5K	~$0.55

Full pipeline (all stages in one session — context accumulates):

Stage	Base Input	+ History	Total Input	Output	Est. Cost
offboarding-checklist	~10.8K	0	~10.8K	~4.0K	~$0.09
offboarding-exit-interview	~9.9K	~4.8K	~14.7K	~5.2K	~$0.12
offboarding-kb	~10.0K	~10.8K	~20.8K	~5.3K	~$0.14
offboarding-knowledge-transfer	~11.4K	~16.9K	~28.3K	~6.0K	~$0.17
offboarding-report	~11.9K	~23.7K	~35.6K	~6.0K	~$0.20
Pipeline total			~110.2K	~26.5K	~$0.73

Running the full pipeline once typically costs $0.51–$0.95 in API tokens (Claude Sonnet 4.6).

Known Limitations

The plugin is optimized for document generation and not a full HRIS replacement. Key limitations:

1. No real-time API integrations — Cannot automatically revoke IT access or disable accounts. Generates actionable checklists for IT staff to execute manually.

2. No HRIS data sync — Cannot pull employee data from BambooHR, Rippling, or Deel. You provide employee details via command arguments or .offboarding/config.json.

3. Single-user operation — Plugin runs in individual Claude sessions. Multiple HR team members cannot collaborate on the same offboarding simultaneously (but generated DOCX files can be shared for collaboration).

4. No automated reminders — Cannot send deadline alerts for incomplete checklist items. Documents include due dates; users must set their own calendar reminders.

5. Employment law varies by jurisdiction — Offboarding requirements differ by state, country, and industry. Plugin uses general best practices but may not comply with all local laws. Always consult qualified HR or legal professionals.

6. Session-based operation — Offboarding process may span multiple days. Plugin relies on local files between sessions (stored in .offboarding/ folder).

7. No e-signature collection — Plugin doesn't collect signatures. Documents include signature blocks for printed/external e-signature tools.

8. No persistent database — Cannot track historical offboardings without manually archiving files. Use archive/ folder for document retention.

Context & Performance Guide

Token Usage

• Full pipeline (setup + all 4 documents): ~28,000 tokens per employee
• Individual documents: 3,500-4,000 tokens each
• Per-skill cost: $0.02-0.15 (Cowork subscription users not charged per-token)

Performance

• Setup: < 2 seconds (folder creation + config write)
• Exit Interview: 30-45 seconds (DOCX generation with python-docx)
• Checklist: 45-60 seconds (40-50 items, 6 sections)
• Knowledge Transfer: 45-60 seconds (8+ sections, multiple tables)
• Report: 30-45 seconds (risk analysis + recommendations)
• Full Pipeline: 3-4 minutes (all 4 documents sequentially)

File Sizes

• Exit Interview DOCX: 80-120 KB
• Checklist DOCX: 110-150 KB
• Knowledge Transfer DOCX: 140-180 KB
• Report DOCX: 85-120 KB
• Total for one employee: 415-570 KB

Storage

• 6-month offboarding archive (50 employees): ~30-40 MB
• 1-year archive (100 employees): ~60-80 MB

Folder Structure

.
├── .claude-plugin/
│   └── plugin.json                    # Plugin metadata
├── skills/
│   ├── offboarding-kb/SKILL.md
│   ├── offboarding-setup/SKILL.md
│   ├── offboarding-exit-interview/SKILL.md
│   ├── offboarding-checklist/SKILL.md
│   ├── offboarding-knowledge-transfer/SKILL.md
│   └── offboarding-report/SKILL.md
├── commands/
│   ├── kb.md
│   ├── setup.md
│   ├── exit-interview.md
│   ├── checklist.md
│   ├── knowledge-transfer.md
│   ├── report.md
│   ├── full-offboard.md
│   └── status.md
├── README.md (this file)
├── USER-GUIDE.md (non-technical guide)
├── CHANGELOG.md
├── LICENSE
└── .gitignore

When initialized, users see:

{user-selected-folder}/
├── inbound/                           # User uploads (completed surveys, etc.)
├── processing/                        # Intermediate data files
├── outbound/                          # Generated DOCX documents (main output)
├── archive/                           # Date-stamped completed offboardings
├── .offboarding/
│   ├── config.json                    # Company profile
│   ├── project.json                   # Offboarding status tracking
│   └── logs/
│       └── run-{timestamp}.log        # NDJSON format logs
├── README.md                          # (Copy of this file)
└── USER-GUIDE.md                      # (Copy of user guide)

How It Works

Setup (One-time)

User: /offboarding:setup Acme Corp
↓
Plugin creates folder structure, config.json with company profile
↓
User has workspace ready for offboardings

Individual Employee Offboarding (Fan-out Architecture)

User: /offboarding:full-offboard Jane Smith Engineering Senior Developer

↓
[Parallel-capable, but sequential for simplicity]

Stage 1: Exit Interview Skill
  - Read config
  - Generate role-specific questionnaire
  - Save exit-interview-jane-smith.docx

Stage 2: Checklist Skill (independent)
  - Read config
  - Generate department-specific checklist
  - Save offboarding-checklist-jane-smith.docx

Stage 3: Knowledge Transfer Skill (independent)
  - Read config
  - Generate KT template with fill-in prompts
  - Save knowledge-transfer-jane-smith.docx

Stage 4: Report Skill (optional aggregation)
  - Read config
  - Synthesize insights from stages 1-3 (or standalone)
  - Generate executive report with risk analysis
  - Save offboarding-report-jane-smith.docx

↓
All files in outbound/ ready for HR team
Status tracked in .offboarding/project.json

Dependencies

• Python 3.6+ (always available in Cowork VMs)
• python-docx 0.8.11 — Installed on first skill execution
  • Install manually: pip install python-docx==0.8.11 --break-system-packages

License

See LICENSE file for terms.

Support & Contributing

For issues, feature requests, or contributions, please refer to the plugin repository.

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Made with Claude by Anthropic

Important Disclaimers

• AI-Generated Content: This plugin uses AI (LLM) technology which can produce inaccurate or incomplete outputs. All content should be treated as a starting point and reviewed for accuracy before use.
• Not Professional Advice: Outputs do not constitute legal, financial, tax, medical, or other professional advice. Consult qualified professionals before making decisions based on generated content.
• No Compliance Guarantee: References to industry standards, regulations, or guidelines are for informational purposes only. This plugin does not guarantee compliance with any law or regulation. Users are responsible for verifying all outputs meet their specific regulatory requirements.
• No Endorsement or Affiliation: Mention of third-party products, standards, or organizations does not imply endorsement, partnership, or certification by those entities.
• Not Legal Advice: This plugin does not provide legal services or legal advice. All legal documents and analysis should be reviewed by a licensed attorney before use.