30 Claude Prompts for BambooHR
Paste your BambooHR fields, headcount, and policy details into these prompts and Claude returns draft policies, onboarding task lists, performance templates, and report summaries you can adapt in BambooHR.
In short: This page contains 30 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.
Policy Drafts
5 promptsDraft a paid time off policy
1/30โจ What it does
Produces a draft PTO policy section ready to paste into BambooHR's handbook builder, flagged for legal review.
You are a senior HR policy writer who drafts employee handbook language for review by HR and legal before publication. <context> I need a first draft of a paid time off policy for our BambooHR employee handbook. I am not a lawyer and this draft is not final until HR and legal sign off. </context> <inputs> - Company name: [COMPANY NAME] - Headcount: [NUMBER OF EMPLOYEES] - State or country of operation: [STATE OR COUNTRY] - Accrual rate: [ACCRUAL RATE, E.G. 1.25 DAYS PER MONTH] - Carryover cap: [CARRYOVER CAP IN DAYS] - Blackout periods, if any: [BLACKOUT DATES OR NONE] </inputs> <task> Write a draft PTO policy section formatted for BambooHR's employee handbook builder, covering eligibility, accrual, requesting time off, carryover, and what happens at termination. </task> <constraints> Keep it under 500 words. Use plain language a new hire would understand, not legal jargon. Flag with a bracketed note any clause that varies significantly by [STATE OR COUNTRY] and needs local legal review, such as final paycheck rules for unused PTO. Do not present this as a compliant, finalized policy. </constraints> <format> Return as a labeled draft with a header stating "DRAFT: For HR and legal review, not final policy" followed by the policy sections in order: Eligibility, Accrual, Requesting Time Off, Carryover, Termination. </format>
Pro tip: Paste the output into your handbook draft folder first, not directly into the live published handbook in BambooHR.
Draft a remote work eligibility policy
2/30โจ What it does
Produces a draft remote work eligibility policy covering who qualifies, expectations, and revocation terms.
You are a senior HR policy writer who drafts employee handbook language for review by HR and legal before publication. <context> We are formalizing a remote work policy in BambooHR and I need a starting draft that reflects our current informal practice. </context> <inputs> - Departments eligible for remote work: [DEPARTMENT LIST] - Departments required onsite: [DEPARTMENT LIST] - Core collaboration hours: [TIME RANGE AND TIMEZONE] - Equipment stipend: [STIPEND AMOUNT OR NONE] - Home office requirements: [REQUIREMENTS, E.G. RELIABLE INTERNET] </inputs> <task> Draft a remote work eligibility policy section that covers who qualifies, expectations during core hours, equipment, and how eligibility can be revoked. </task> <constraints> Under 450 words. Written in second person addressing the employee. Note that eligibility for remote work under labor law can vary by jurisdiction and that HR and legal must confirm before this is adopted. Avoid absolute language like "guaranteed" or "permanent right." </constraints> <format> Return as a draft with the header "DRAFT: For HR and legal review, not final policy" then sections: Eligibility, Core Hours Expectations, Equipment, Revocation. </format>
Pro tip: Have your legal reviewer check the revocation section specifically, since at-will limits differ by state.
Draft a code of conduct update
3/30โจ What it does
Produces a draft code of conduct addition that closes a specific identified gap without naming individuals.
You are a senior HR policy writer who drafts employee handbook language for review by HR and legal before publication. <context> We are updating our code of conduct in BambooHR after an internal incident review and I need language covering a gap that was found. </context> <inputs> - Gap identified: [DESCRIPTION OF GAP, E.G. SOCIAL MEDIA USE] - Current policy language, if any: [PASTE EXISTING TEXT OR NONE] - Reporting channel: [REPORTING CHANNEL, E.G. HR EMAIL OR HOTLINE] - Consequences tier structure: [TIER STRUCTURE, E.G. VERBAL, WRITTEN, TERMINATION] </inputs> <task> Draft an update to the code of conduct that closes the [GAP IDENTIFIED] gap, including expected behavior, how to report violations, and a general consequences framework. </task> <constraints> Under 400 words. Do not name any specific individual or incident. Keep the consequences framework general rather than prescribing a fixed outcome for every case, since that should remain HR discretion. Flag that disciplinary consequences must align with [STATE OR COUNTRY] employment law. </constraints> <format> Return as a draft with header "DRAFT: For HR and legal review, not final policy" then sections: Expected Behavior, Reporting, Consequences Framework. </format>
Pro tip: Ask a second follow up prompt to cross check the draft against your existing handbook for contradictions before submitting to legal.
Draft a parental leave policy
4/30โจ What it does
Produces a draft parental leave policy separating statutory minimums from company-paid enhancements.
You are a senior HR policy writer who drafts employee handbook language for review by HR and legal before publication. <context> We want to offer parental leave beyond the statutory minimum and need a first draft to bring to legal for review. </context> <inputs> - Statutory minimum in our jurisdiction: [STATUTORY MINIMUM WEEKS] - Company-paid weeks offered: [COMPANY PAID WEEKS] - Eligibility tenure requirement: [TENURE REQUIREMENT, E.G. 6 MONTHS] - Applies to: [BIRTHING PARENT, NON BIRTHING PARENT, ADOPTION, OR ALL] - Job protection terms: [JOB PROTECTION DETAILS] </inputs> <task> Draft a parental leave policy section stating eligibility, duration, pay, and job protection on return, clearly distinguishing the statutory floor from the company enhancement. </task> <constraints> Under 500 words. Clearly separate what is legally required from what is a company benefit above the minimum. State plainly that leave entitlements vary by jurisdiction and this draft must be checked against [STATUTORY MINIMUM WEEKS] by legal before publishing. Avoid promising exact return to the same role if that is not certain. </constraints> <format> Return as a draft with header "DRAFT: For HR and legal review, not final policy" then sections: Eligibility, Duration and Pay, Job Protection. </format>
Pro tip: Run this once per jurisdiction if you have multi-state employees, since minimums differ by state.
Draft an expense reimbursement policy
5/30โจ What it does
Produces a draft expense reimbursement policy with clear categories, approval thresholds, and deadlines.
You are a senior HR policy writer who drafts employee handbook language for review by HR and legal before publication. <context> I need a clean draft of an expense reimbursement policy to add to our BambooHR handbook since employees keep asking what is covered. </context> <inputs> - Reimbursable categories: [CATEGORY LIST, E.G. TRAVEL, SOFTWARE, MEALS] - Approval threshold requiring manager sign off: [DOLLAR AMOUNT] - Submission deadline: [DEADLINE, E.G. 30 DAYS AFTER PURCHASE] - Reimbursement tool: [TOOL NAME, E.G. EXPENSIFY OR BAMBOOHR] </inputs> <task> Draft an expense reimbursement policy covering what is covered, approval steps, submission deadlines, and what happens to late submissions. </task> <constraints> Under 400 words. Use a short bulleted list for reimbursable categories. Note that tax treatment of reimbursements can vary and payroll or legal should confirm before this is final. Do not guarantee reimbursement for anything outside the stated categories. </constraints> <format> Return as a draft with header "DRAFT: For HR and legal review, not final policy" then sections: Covered Expenses, Approval Process, Deadlines, Late Submissions. </format>
Pro tip: Cross reference the dollar thresholds against your finance team's actual approval matrix before publishing.
Onboarding Workflows
5 promptsBuild a 30 60 90 day onboarding checklist
6/30โจ What it does
Produces a day by day onboarding task table with clear owners, ready to load into BambooHR's onboarding module.
You are a people operations manager who designs onboarding workflows inside BambooHR. <context> A new hire is starting soon and I need a 30 60 90 day onboarding checklist I can turn into a BambooHR onboarding task list. </context> <inputs> - Role title: [ROLE TITLE] - Department: [DEPARTMENT NAME] - Manager name: [MANAGER NAME] - Key tools they need access to: [TOOL LIST] - Success milestone at 90 days: [SUCCESS MILESTONE] </inputs> <task> Build a 30 60 90 day onboarding checklist for a [ROLE TITLE] in [DEPARTMENT NAME], broken into weekly tasks for the first 30 days and monthly themes for days 31 through 90, ending at the [SUCCESS MILESTONE] milestone. </task> <constraints> Each task must be a single concrete action, not a vague goal like "get up to speed." Include who owns each task, either the new hire, the manager, or HR. Keep the full list under 40 line items so it fits cleanly as BambooHR onboarding tasks. </constraints> <format> Return as a table with columns: Day or Week, Task, Owner. Group rows under headers Days 1 to 30, Days 31 to 60, Days 61 to 90. </format>
Pro tip: Export the table to a spreadsheet first so you can bulk import it as BambooHR onboarding tasks instead of typing each one.
Write a new hire welcome email sequence
7/30โจ What it does
Produces a three part welcome email sequence sized to drop into BambooHR's onboarding automation.
You are a people operations manager who designs onboarding workflows inside BambooHR. <context> BambooHR can trigger automated emails during onboarding and I want a short sequence a new hire receives before and during their first week. </context> <inputs> - Company name: [COMPANY NAME] - Start date: [START DATE] - First day logistics: [ADDRESS, PARKING, OR REMOTE LOGIN DETAILS] - Buddy or mentor name: [BUDDY NAME] - Dress code or first day expectation: [DRESS CODE OR EXPECTATION] </inputs> <task> Write a three email sequence for BambooHR's onboarding email automation: one sent one week before start, one sent the day before start, and one sent at the end of day one. </task> <constraints> Each email under 150 words. Warm but not overly casual tone. Include the [BUDDY NAME] introduction in the pre start email. Do not include any information you were not given, leave a bracketed placeholder instead of inventing details. </constraints> <format> Return as three labeled sections: Email 1 (One Week Before), Email 2 (Day Before), Email 3 (End of Day One), each with a Subject line and Body. </format>
Pro tip: Keep the day one email short since new hires are already overwhelmed with information by the end of their first shift.
Create a manager onboarding prep checklist
8/30โจ What it does
Produces a deadline ordered manager prep checklist that can be assigned as a pre start BambooHR task.
You are a people operations manager who designs onboarding workflows inside BambooHR. <context> Managers often forget to prepare before a new hire's start date, so I want a short prep checklist to assign the manager as a BambooHR task ahead of time. </context> <inputs> - Manager name: [MANAGER NAME] - New hire role: [ROLE TITLE] - Equipment ordering lead time: [LEAD TIME, E.G. 2 WEEKS] - Team size the new hire will join: [TEAM SIZE] - First week 1:1 cadence: [CADENCE, E.G. DAILY 15 MINUTES] </inputs> <task> Create a manager prep checklist covering everything [MANAGER NAME] should do before and during the first week of the [ROLE TITLE] new hire's start, including equipment, introductions, and the 1:1 cadence. </task> <constraints> Under 20 checklist items. Order items by deadline, earliest first, starting from [EQUIPMENT ORDERING LEAD TIME] before the start date. Do not include tasks that belong to HR rather than the manager. </constraints> <format> Return as a checklist with checkboxes, each line formatted as "[ ] Task, due by X." </format>
Pro tip: Assign this to the manager as a due dated task at least two weeks before the new hire's BambooHR start date is set.
Draft role specific training plan outline
9/30โจ What it does
Produces a week by week training plan outline sequencing skills from foundational to advanced.
You are a people operations manager who designs onboarding workflows inside BambooHR. <context> We need a training plan outline for a new role that does not yet have a standard onboarding path in BambooHR. </context> <inputs> - Role title: [ROLE TITLE] - Core skills needed: [SKILL LIST] - Existing training materials: [LIST OF MATERIALS OR NONE] - Time to full productivity target: [NUMBER OF WEEKS] - Shadowing available from: [TEAM MEMBER NAME OR ROLE] </inputs> <task> Draft a training plan outline for a [ROLE TITLE] that sequences the core skills [SKILL LIST] over [NUMBER OF WEEKS] weeks, including where shadowing [TEAM MEMBER NAME OR ROLE] fits in. </task> <constraints> Sequence skills from foundational to advanced, not alphabetically. Note where existing materials from [EXISTING TRAINING MATERIALS] can be reused versus where new material needs to be created. Keep each week's focus to no more than 3 skills. </constraints> <format> Return as a week by week outline, one paragraph per week, each starting with "Week N:" followed by the focus skills and shadowing activity. </format>
Pro tip: Feed the output back into Claude with your actual training deck outline to spot which weeks still lack real material.
Write an offboarding to onboarding handoff summary
10/30โจ What it does
Produces a structured handoff summary flagging knowledge gaps where overlap coverage is missing.
You are a people operations manager who designs onboarding workflows inside BambooHR. <context> A departing employee is handing off to a new hire and I need a structured handoff summary for the incoming person's onboarding packet. </context> <inputs> - Departing employee role: [ROLE TITLE] - Key ongoing projects: [PROJECT LIST] - Recurring meetings owned: [MEETING LIST] - Access or accounts to transfer: [ACCOUNT LIST] - Overlap period length: [NUMBER OF DAYS OR NONE] </inputs> <task> Write a handoff summary document for the new hire covering the ongoing projects, recurring meetings, and accounts they will inherit from the departing [ROLE TITLE], noting anything that has no overlap coverage. </task> <constraints> Under 350 words. Flag clearly which items have zero overlap period and therefore carry a knowledge gap risk. Do not speculate about why the employee is leaving, focus only on operational continuity. </constraints> <format> Return with three headed sections: Ongoing Projects, Recurring Meetings, Accounts and Access, followed by a short Risk Flags list. </format>
Pro tip: Attach this to the new hire's BambooHR onboarding packet rather than emailing it, so it does not get lost.
Performance Templates
5 promptsBuild a quarterly performance review template
11/30โจ What it does
Produces a quarterly review template with defined competencies and rating anchors for consistent manager scoring.
You are a performance management specialist who builds review templates for use inside BambooHR's performance module. <context> I need a quarterly performance review template that managers can fill out consistently across the team in BambooHR. </context> <inputs> - Role level covered: [ROLE LEVEL, E.G. INDIVIDUAL CONTRIBUTOR] - Core competencies to rate: [COMPETENCY LIST] - Rating scale: [SCALE, E.G. 1 TO 5] - Goals framework used: [FRAMEWORK, E.G. OKRS OR SMART GOALS] </inputs> <task> Build a quarterly performance review template with rating sections for each of [COMPETENCY LIST] on the [RATING SCALE] scale, a goals review section aligned to [GOALS FRAMEWORK USED], and open text fields for strengths and growth areas. </task> <constraints> Each competency needs a one sentence definition so raters interpret it consistently. Avoid vague rating anchors like "good" or "excellent" alone, describe what each rating level looks like in one phrase. Keep the whole template short enough to complete in under 20 minutes. </constraints> <format> Return as a structured template with sections: Competency Ratings (table with Competency, Definition, Rating), Goals Review, Strengths, Growth Areas. </format>
Pro tip: Pilot the template with one team for a quarter before rolling it out company wide in BambooHR.
Write manager guidance for calibration sessions
12/30โจ What it does
Produces a calibration guidance memo targeting a specific rating bias with concrete evidence based examples.
You are a performance management specialist who builds review templates for use inside BambooHR's performance module. <context> Managers are inconsistent in how they rate performance during calibration and I want short guidance notes to distribute before the session. </context> <inputs> - Rating scale: [SCALE, E.G. 1 TO 5] - Common rating bias observed: [BIAS, E.G. CENTRAL TENDENCY OR RECENCY] - Team size going through calibration: [TEAM SIZE] - Calibration session length: [SESSION LENGTH] </inputs> <task> Write manager guidance notes for a calibration session that address the [COMMON RATING BIAS OBSERVED] bias directly, explain how to use evidence rather than impression when rating on the [RATING SCALE] scale, and set expectations for the [CALIBRATION SESSION LENGTH] session. </task> <constraints> Under 350 words. Use concrete examples of evidence based versus impression based rating language. Do not shame or call out any specific manager's past behavior, keep it forward looking. </constraints> <format> Return as a one page guidance memo with sections: Why Calibration Matters, Avoiding [COMMON RATING BIAS OBSERVED], Using Evidence, Session Ground Rules. </format>
Pro tip: Send this memo at least two days before calibration so managers can pull supporting evidence for their ratings.
Draft a performance improvement plan template
13/30โจ What it does
Produces a draft performance improvement plan with measurable expectations, flagged for HR and legal review first.
You are a performance management specialist who builds review templates for use inside BambooHR's performance module. <context> I need a structured performance improvement plan template for a manager to use with an underperforming employee, for HR and legal to review before it is issued. </context> <inputs> - Role title: [ROLE TITLE] - Performance gap area: [GAP AREA, E.G. MISSED DEADLINES] - Plan duration: [PLAN DURATION, E.G. 30 60 90 DAYS] - Support offered: [SUPPORT, E.G. TRAINING OR MENTORING] - Check in cadence: [CHECK IN CADENCE] </inputs> <task> Draft a performance improvement plan template for the [GAP AREA] gap over a [PLAN DURATION] period, including specific measurable expectations, the [SUPPORT OFFERED] support provided, and the [CHECK IN CADENCE] check in schedule. </task> <constraints> Under 400 words. Expectations must be measurable, not subjective phrases like "try harder." State plainly that this draft must be reviewed by HR and legal before being issued to the employee, since PIP requirements and documentation standards vary by jurisdiction. Do not state or imply a termination outcome. </constraints> <format> Return as a draft with header "DRAFT: For HR and legal review before issuing" then sections: Performance Gap, Measurable Expectations, Support Provided, Check In Schedule, Next Steps. </format>
Pro tip: Never send a PIP straight from this draft. Route it through HR and legal, since documentation requirements differ by state.
Write self review prompt questions for employees
14/30โจ What it does
Produces evidence seeking self review questions that push employees past generic self assessment language.
You are a performance management specialist who builds review templates for use inside BambooHR's performance module. <context> Employees write generic self reviews that do not give managers enough to work with, so I want better guided questions for the self review step in BambooHR. </context> <inputs> - Review period: [REVIEW PERIOD, E.G. Q3 2026] - Role level: [ROLE LEVEL] - Goals framework used: [FRAMEWORK, E.G. OKRS] - Number of questions wanted: [NUMBER OF QUESTIONS] </inputs> <task> Write [NUMBER OF QUESTIONS] self review questions for the [REVIEW PERIOD] cycle that push a [ROLE LEVEL] employee toward specific evidence and outcomes rather than general impressions, tied to their [GOALS FRAMEWORK USED] goals. </task> <constraints> Each question must ask for a specific example, number, or outcome, not an opinion. Avoid yes or no questions. Keep each question to one sentence. </constraints> <format> Return as a numbered list of questions, grouped under two headers: Goal Progress and Growth Areas. </format>
Pro tip: Swap in these questions as custom fields on the BambooHR self review form rather than the default free text box.
Summarize a completed review into a development plan
15/30โจ What it does
Produces a concise forward looking development plan synthesized from raw manager review notes.
You are a performance management specialist who builds review templates for use inside BambooHR's performance module. <context> A performance review just wrapped up and I need to turn the manager's notes into a forward looking development plan for the employee. </context> <inputs> - Employee role: [ROLE TITLE] - Manager's review notes: [PASTE REVIEW NOTES] - Top strength identified: [STRENGTH] - Top growth area identified: [GROWTH AREA] - Next review date: [NEXT REVIEW DATE] </inputs> <task> Turn the manager's review notes into a one page development plan for the [ROLE TITLE] employee that builds on their [TOP STRENGTH] and sets two or three concrete actions to address [TOP GROWTH AREA] before [NEXT REVIEW DATE]. </task> <constraints> Under 300 words. Each action must be something the employee can start within two weeks. Do not restate the entire review notes verbatim, synthesize them. Avoid corporate cliches like "synergy" or "circle back." </constraints> <format> Return with sections: Strength to Build On, Growth Focus, Action Steps (numbered list), Next Check In Date. </format>
Pro tip: Have the employee co-sign or comment on the action steps in BambooHR so it is not a one sided document.
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Reports and Analytics
5 promptsSummarize a headcount report for leadership
16/30โจ What it does
Turns a raw BambooHR headcount export into a headline finding plus supporting bullets for a leadership update.
You are an HR analyst who turns raw BambooHR report exports into leadership ready summaries. <context> I exported a headcount report from BambooHR and need a short summary for our monthly leadership meeting. </context> <inputs> - Report data: [PASTE HEADCOUNT NUMBERS BY DEPARTMENT] - Comparison period: [PREVIOUS PERIOD, E.G. LAST QUARTER] - Notable hiring freezes or pushes: [FREEZE OR PUSH DETAILS OR NONE] - Audience: [AUDIENCE, E.G. EXECUTIVE TEAM] </inputs> <task> Summarize the headcount data in [REPORT DATA] into a short leadership update, calling out which departments grew or shrank versus [COMPARISON PERIOD] and connecting any change to [NOTABLE HIRING FREEZES OR PUSHES]. </task> <constraints> Under 200 words. Lead with the single most important number or trend, not a department by department list. Do not use any numbers not present in [REPORT DATA], if a comparison cannot be calculated say so instead of guessing. </constraints> <format> Return as a short memo with a one sentence headline finding, followed by 3 to 5 supporting bullet points. </format>
Pro tip: Paste the exact BambooHR export text rather than retyping numbers, since retyping is where transcription errors creep in.
Turn a turnover report into a retention brief
17/30โจ What it does
Produces a retention brief that separates confirmed data from correlated exit interview themes without overstating certainty.
You are an HR analyst who turns raw BambooHR report exports into leadership ready summaries. <context> I have a turnover report from BambooHR and need to brief the leadership team on what is driving departures. </context> <inputs> - Turnover data: [PASTE TURNOVER NUMBERS BY DEPARTMENT OR TENURE] - Exit interview themes: [PASTE THEMES OR NONE COLLECTED] - Time period covered: [TIME PERIOD] - Industry benchmark, if known: [BENCHMARK PERCENTAGE OR UNKNOWN] </inputs> <task> Turn the [TURNOVER DATA] and [EXIT INTERVIEW THEMES] into a retention brief that identifies where turnover is concentrated over [TIME PERIOD] and what themes correlate with it, comparing to [INDUSTRY BENCHMARK] if provided. </task> <constraints> Under 300 words. Distinguish clearly between correlation from exit interview themes and confirmed causes, do not overstate certainty. If [EXIT INTERVIEW THEMES] is none collected, say the brief cannot identify causes and recommend starting exit interviews. </constraints> <format> Return with sections: Where Turnover Is Concentrated, Likely Contributing Themes, Recommended Next Step. </format>
Pro tip: If exit interviews are not being collected yet, treat the recommendation section as the real output and start there.
Explain a compensation report for a manager audience
18/30โจ What it does
Translates a compensation report into plain language guidance for non specialist managers ahead of merit planning.
You are an HR analyst who turns raw BambooHR report exports into leadership ready summaries. <context> I need to explain a compensation report from BambooHR to department managers who are not comp specialists, ahead of annual merit planning. </context> <inputs> - Compensation data summary: [PASTE COMP RANGES OR AVERAGES BY LEVEL] - Merit budget percentage: [BUDGET PERCENTAGE] - Departments included: [DEPARTMENT LIST] - Known compa ratio gaps: [GAP DETAILS OR NONE FLAGGED] </inputs> <task> Explain the [COMPENSATION DATA SUMMARY] to managers in [DEPARTMENT LIST] in plain terms, including what the [MERIT BUDGET PERCENTAGE] budget means for their team and highlighting [KNOWN COMPA RATIO GAPS] if any were flagged. </task> <constraints> Under 350 words. Avoid comp jargon like "compa ratio" without a one sentence plain language explanation the first time it is used. Do not recommend specific raise amounts for named individuals. </constraints> <format> Return as a briefing document with sections: What This Data Shows, What the Merit Budget Means for Your Team, Gaps to Watch. </format>
Pro tip: Define every comp term on first use since most department managers have never seen a compa ratio before.
Build a benefits enrollment participation summary
19/30โจ What it does
Turns raw enrollment numbers into a percentage based participation summary comparing this year to last.
You are an HR analyst who turns raw BambooHR report exports into leadership ready summaries. <context> Open enrollment just closed and I have BambooHR participation data I need to summarize for the benefits vendor and internal leadership. </context> <inputs> - Enrollment data: [PASTE PARTICIPATION NUMBERS BY PLAN] - Total eligible employees: [NUMBER OF ELIGIBLE EMPLOYEES] - Prior year participation rate: [PRIOR YEAR RATE] - New plan offered this year: [NEW PLAN NAME OR NONE] </inputs> <task> Summarize [ENROLLMENT DATA] against [TOTAL ELIGIBLE EMPLOYEES] to show overall participation rate, compare it to [PRIOR YEAR PARTICIPATION RATE], and call out uptake of [NEW PLAN OFFERED THIS YEAR] if applicable. </task> <constraints> Under 250 words. Show the participation rate as a percentage and the raw count. Do not speculate about why participation changed unless a reason is given in the inputs. </constraints> <format> Return as a short report with a summary line, a table of Plan, Enrolled, Percent of Eligible, and one paragraph comparing to prior year. </format>
Pro tip: Ask the benefits broker for last year's exact participation number before running this so the comparison is precise, not estimated.
Draft a diversity metrics summary for the board
20/30โจ What it does
Produces a neutral, factual board memo on diversity metrics with a caution against unreviewed external use.
You are an HR analyst who turns raw BambooHR report exports into leadership ready summaries. <context> The board wants a diversity metrics update sourced from our BambooHR demographic reporting fields for the quarterly meeting. </context> <inputs> - Metrics data: [PASTE DEMOGRAPHIC BREAKDOWN BY LEVEL OR DEPARTMENT] - Comparison period: [PREVIOUS PERIOD] - Hiring pipeline data, if available: [PIPELINE DATA OR NOT AVAILABLE] - Board audience sensitivity notes: [ANY SENSITIVITY NOTES OR NONE] </inputs> <task> Summarize [METRICS DATA] for the board, comparing to [COMPARISON PERIOD] and including [HIRING PIPELINE DATA] context if available, in a factual and neutral tone appropriate for [BOARD AUDIENCE SENSITIVITY NOTES]. </task> <constraints> Under 300 words. Report figures neutrally without editorializing about whether numbers are good or bad. Do not make legal claims about compliance with any diversity related regulation, note that legal should review any public facing version of these figures. </constraints> <format> Return as a board memo with sections: Current Snapshot, Change Since [COMPARISON PERIOD], Pipeline Context, Note on External Use. </format>
Pro tip: Route any version of this memo intended for public disclosure through legal before it leaves the building.
Employee Communications
5 promptsWrite an announcement for a new BambooHR feature rollout
21/30โจ What it does
Produces a company wide rollout announcement that leads with employee impact and ends in one clear call to action.
You are an internal communications specialist who writes employee facing HR system announcements. <context> We are rolling out a new feature in BambooHR, such as a self service benefits tool, and I need to announce it to the whole company. </context> <inputs> - Feature name: [FEATURE NAME] - What it replaces: [OLD PROCESS OR NONE] - Rollout date: [ROLLOUT DATE] - Where employees can get help: [HELP CHANNEL, E.G. HR SLACK CHANNEL] </inputs> <task> Write a company wide announcement introducing [FEATURE NAME] in BambooHR, explaining what changes from [WHAT IT REPLACES], the [ROLLOUT DATE] start date, and where to get help via [HELP CHANNEL]. </task> <constraints> Under 200 words. Lead with what changes for the employee, not with internal project details. Avoid IT jargon, explain any acronym on first use. Include one clear call to action at the end. </constraints> <format> Return as an email with a Subject line and Body, body ending in a bolded single call to action line. </format>
Pro tip: Send a reminder version of this same email one day before the rollout date, not just once at initial launch.
Write a benefits open enrollment reminder
22/30โจ What it does
Produces a factual, non alarmist deadline reminder that states enrollment consequences plainly.
You are an internal communications specialist who writes employee facing HR system announcements. <context> Open enrollment is closing soon and participation in BambooHR benefits elections is lower than expected, so I need a reminder push. </context> <inputs> - Enrollment deadline: [DEADLINE DATE AND TIME] - Current participation rate: [CURRENT PARTICIPATION RATE] - What happens if an employee misses the deadline: [CONSEQUENCE, E.G. DEFAULT TO PRIOR YEAR PLAN] - Where to enroll: [LINK OR SYSTEM NAME] </inputs> <task> Write a reminder message urging employees to complete benefits enrollment in [SYSTEM NAME] before [DEADLINE DATE AND TIME], stating plainly what happens if they miss it per [CONSEQUENCE]. </task> <constraints> Under 150 words. Do not use pressure tactics or exaggerate urgency beyond the real deadline. State the consequence factually, not as a threat. One sentence maximum per paragraph. </constraints> <format> Return as a short email with Subject line and Body, body no longer than 4 short paragraphs. </format>
Pro tip: Send this reminder from HR's own address rather than a no reply system alert, since it reads as more trustworthy.
Write a manager talking points memo for a policy change
23/30โจ What it does
Produces manager talking points with a scripted answer to the hardest anticipated question and a guardrail on overpromising.
You are an internal communications specialist who writes employee facing HR system announcements. <context> A policy is changing and managers need talking points before they field questions from their teams. </context> <inputs> - Policy that is changing: [POLICY NAME] - What is changing: [WHAT IS CHANGING] - Effective date: [EFFECTIVE DATE] - Anticipated tough question: [ANTICIPATED QUESTION] </inputs> <task> Write talking points for managers to use when their teams ask about the [POLICY NAME] change, explaining [WHAT IS CHANGING] effective [EFFECTIVE DATE], and include a suggested answer to the anticipated question "[ANTICIPATED QUESTION]". </task> <constraints> Under 250 words. Give managers a consistent, simple explanation rather than the full legal reasoning behind the change. Flag one thing managers should never say, such as promising exceptions to the new policy. </constraints> <format> Return with sections: What Is Changing, Why in One Sentence, Suggested Answer to Tough Question, What Not to Say. </format>
Pro tip: Share this with managers at least 48 hours before the employee wide announcement so nobody is caught flat footed.
Write a return to office transition message
24/30โจ What it does
Produces a clear return to office announcement that states the requirement plainly and surfaces the exception path.
You are an internal communications specialist who writes employee facing HR system announcements. <context> We are transitioning part of the workforce back to office days and I need to announce it clearly to avoid confusion. </context> <inputs> - New office day requirement: [DAYS PER WEEK] - Effective date: [EFFECTIVE DATE] - Teams affected: [TEAM LIST OR ALL] - Exception request process: [EXCEPTION PROCESS, E.G. REQUEST TO MANAGER] </inputs> <task> Write an announcement explaining the new [DAYS PER WEEK] office requirement starting [EFFECTIVE DATE] for [TEAMS AFFECTED], including how employees can request an exception through [EXCEPTION PROCESS]. </task> <constraints> Under 250 words. State the requirement as a fact without over justifying it repeatedly. Include the exception process clearly rather than burying it. Avoid words like "mandate" that can read as combative, use "requirement" instead. </constraints> <format> Return as an email with Subject line and Body, body ending with a short FAQ of 2 questions. </format>
Pro tip: Pair this with the manager talking points prompt above so managers and employees hear consistent framing on the same day.
Write a survey invitation for an engagement pulse check
25/30โจ What it does
Produces a survey invitation that is honest about anonymity terms and ties the ask to a concrete past outcome.
You are an internal communications specialist who writes employee facing HR system announcements. <context> We are launching an engagement pulse survey and I need an invitation that gets a real response rate, not one people ignore. </context> <inputs> - Survey length: [NUMBER OF MINUTES] - Anonymity level: [ANONYMOUS OR ATTRIBUTED] - Deadline to respond: [DEADLINE DATE] - What past feedback led to: [PAST EXAMPLE OF ACTION TAKEN OR NONE YET] </inputs> <task> Write a survey invitation asking employees to complete a [NUMBER OF MINUTES] minute engagement pulse survey by [DEADLINE DATE], stating the [ANONYMITY LEVEL] terms clearly and referencing [WHAT PAST FEEDBACK LED TO] to show feedback gets used. </task> <constraints> Under 150 words. Be honest about anonymity, do not overstate it if responses are attributed at the team level. If no past action example exists, do not fabricate one, instead say this is the first survey of its kind. </constraints> <format> Return as a short email with Subject line and Body, body ending with the survey deadline restated in bold. </format>
Pro tip: Never claim full anonymity if BambooHR or your survey tool can technically trace responses to small teams, since that erodes trust fast.
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Compliance and Recordkeeping
5 promptsBuild an I-9 and document expiration tracking checklist
26/30โจ What it does
Produces a tiered reminder schedule and escalation process for tracking document expirations before they lapse.
You are an HR compliance coordinator who builds recordkeeping processes around BambooHR's document storage features. <context> I need a tracking process for employment eligibility documents with expiration dates so nothing lapses unnoticed in BambooHR. </context> <inputs> - Document types to track: [DOCUMENT TYPES, E.G. WORK VISAS, CERTIFICATIONS] - Reminder lead time before expiration: [LEAD TIME, E.G. 60 DAYS] - Who is responsible for follow up: [ROLE OR PERSON] - Number of employees with tracked documents: [NUMBER OF EMPLOYEES] </inputs> <task> Build a tracking checklist and process for monitoring expiration on [DOCUMENT TYPES], with reminders starting [LEAD TIME] before expiration and follow up owned by [WHO IS RESPONSIBLE]. </task> <constraints> Under 300 words. Include what happens at each reminder interval, such as 60 days, 30 days, and the expiration date itself. State clearly that this process is an internal tracking aid and does not replace legal counsel on work authorization compliance. </constraints> <format> Return as a process document with sections: Documents Tracked, Reminder Schedule (table with Days Before Expiration, Action, Owner), Escalation if Missed. </format>
Pro tip: Set the actual reminder dates as recurring BambooHR tasks tied to each employee's document field, not a separate spreadsheet that goes stale.
Draft a data retention schedule for personnel files
27/30โจ What it does
Produces a draft retention schedule proposal for personnel records, explicitly flagged for legal verification against current law.
You are an HR compliance coordinator who builds recordkeeping processes around BambooHR's document storage features. <context> We need a data retention schedule for personnel files stored in BambooHR so we are not keeping records longer than necessary or deleting them too soon, for legal to review. </context> <inputs> - Record types: [RECORD TYPES, E.G. APPLICATIONS, PERFORMANCE REVIEWS, PAYROLL] - Jurisdiction: [STATE OR COUNTRY] - Current practice, if any: [CURRENT PRACTICE OR NONE FORMALIZED] - Storage system: [SYSTEM NAME, E.G. BAMBOOHR] </inputs> <task> Draft a retention schedule proposal listing suggested retention periods for [RECORD TYPES] stored in [STORAGE SYSTEM], noting where [JURISDICTION] requirements likely set a minimum retention period. </task> <constraints> Under 400 words. Present retention periods as a starting proposal, not confirmed legal minimums, since exact requirements vary by record type and jurisdiction and change over time. State clearly this draft must be verified against current [JURISDICTION] law by legal before adoption. </constraints> <format> Return as a draft with header "DRAFT PROPOSAL: For legal verification, not a compliance guarantee" then a table with columns Record Type, Suggested Retention Period, Rationale. </format>
Pro tip: Revisit this schedule annually since retention law changes, do not treat a legal sign off as permanent.
Write an access audit summary for HR system permissions
28/30โจ What it does
Produces a specific access audit summary that names each mismatch rather than offering a vague general finding.
You are an HR compliance coordinator who builds recordkeeping processes around BambooHR's document storage features. <context> We are doing a periodic audit of who has access to sensitive fields in BambooHR and I need to summarize the findings. </context> <inputs> - Access list data: [PASTE LIST OF USERS AND PERMISSION LEVELS] - Expected access list: [WHO SHOULD HAVE ACCESS] - Audit date: [AUDIT DATE] - Sensitive fields in scope: [FIELD LIST, E.G. SALARY, SSN] </inputs> <task> Compare [ACCESS LIST DATA] against [EXPECTED ACCESS LIST] for the [AUDIT DATE] audit of [SENSITIVE FIELDS IN SCOPE], and summarize any mismatches such as former employees retaining access or access broader than the role requires. </task> <constraints> Under 300 words. List mismatches specifically, do not generalize with phrases like "some issues were found." If no mismatches exist based on the inputs given, state that clearly rather than inventing a finding. </constraints> <format> Return as an audit summary with sections: Audit Scope, Mismatches Found (bulleted, one per line), Recommended Corrections. </format>
Pro tip: Run this audit at least quarterly and immediately after any HR team offboarding, since stale admin access is the most common finding.
Draft an incident documentation template for HR files
29/30โจ What it does
Produces a fillable incident documentation template that separates observed fact from action taken.
You are an HR compliance coordinator who builds recordkeeping processes around BambooHR's document storage features. <context> We need a consistent template for documenting workplace incidents in employee files so records are complete if ever reviewed later. </context> <inputs> - Incident category: [CATEGORY, E.G. CONDUCT COMPLAINT, SAFETY INCIDENT] - Reporting party role: [ROLE, E.G. MANAGER OR HR] - Required fields per company practice: [REQUIRED FIELDS OR STANDARD SET] - Retention location: [RETENTION LOCATION, E.G. BAMBOOHR CONFIDENTIAL FILES] </inputs> <task> Draft a documentation template for recording a [INCIDENT CATEGORY] incident, to be completed by [REPORTING PARTY ROLE] and stored in [RETENTION LOCATION], including the fields in [REQUIRED FIELDS PER COMPANY PRACTICE]. </task> <constraints> Under 300 words. Fields should capture facts and direct observations, with a separate field for actions taken, keeping opinion and fact visibly separated. Note that how incidents must be documented for legal defensibility can vary by jurisdiction and this template should be checked by legal. </constraints> <format> Return as a fillable template with labeled fields, not prose, each field on its own line as "Field Name: [PLACEHOLDER]". </format>
Pro tip: Train managers to fill this out the same day as the incident, since delayed documentation is the weakest point in most files.
Summarize an audit trail for a disputed termination
30/30โจ What it does
Produces a neutral chronological timeline of documented events for a disputed termination, flagging gaps without judging the outcome.
You are an HR compliance coordinator who builds recordkeeping processes around BambooHR's document storage features. <context> A termination is being disputed and I need to pull together the BambooHR record history into a clear timeline for HR and legal to review. </context> <inputs> - Employee role: [ROLE TITLE] - Record entries available: [PASTE LOG ENTRIES, WARNINGS, NOTES WITH DATES] - Termination date: [TERMINATION DATE] - Stated reason for termination: [STATED REASON] </inputs> <task> Organize the [RECORD ENTRIES AVAILABLE] into a chronological timeline leading up to the [TERMINATION DATE] termination of the [ROLE TITLE], showing how the record does or does not support the [STATED REASON]. </task> <constraints> Under 350 words. Present only what is documented in [RECORD ENTRIES AVAILABLE], do not infer intent or add commentary about whether the termination was justified, that judgment belongs to HR and legal. Flag any gap in the timeline where documentation is missing. </constraints> <format> Return as a chronological timeline, one dated entry per line, followed by a short "Documentation Gaps" list at the end. </format>
Pro tip: Hand this timeline to legal before any response is drafted, and never let it substitute for their assessment of risk.
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