Employee Offboarding
by Trilly People and Pay @trilly
Handles a leaving employee's exit step by step: notice in writing, final pay done right, access removed on the day and a tracker until it's all done.
A$149
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New Starter Onboarding Plan
A new starter's first 90 days planned: the first week, training and goals each month, check-ins, and every legal deadline with a date and who does it.
A new starter's first 90 days planned: the first week, training and goals each month, check-ins, and every legal deadline with a date and who does it.
- Beats a well-prompted AI: 9 of 9. See how Trilly tested it
- For employing staff
- Claude, ChatGPT, Gemini and more
- Worldwide: works in any country
- Trilly approved this version
This skill gives general information, not legal advice. Talk to a lawyer about your own situation.
See the difference. Same question, two answers.
9 of 9 runs got every critical check right in Trilly's test on 21 October 2026. A well-prompted AI: 0 of 9.
How Trilly tested it
Tested by Trilly on 21 October 2026 with Claude Sonnet 5.5: every critical check right in all 9 runs. A well-prompted AI with the same facts got them all right in 0 of 9.
Trilly tested version 1.0.0 on 21 October 2026. Version 1.0.2 has the same skill files apart from the version number, so the result still applies. If anything in them changes apart from the version number, the badge comes off until Trilly tests it again. The paste-in versions for other AI apps weren't part of the test.
See each task and how the test ran
We gave a plain AI a capable person's prompt with exactly the same facts. Then we ran each task 3 times with the skill and 3 times without it. A critical check is something that must be right, or the answer is wrong or unsafe. Nicer formatting never counts.
| Task | With the skill | Well-prompted AI |
|---|---|---|
| Task 1 of 3: a job using connected apps What it tested: A 14- or 15-year-old can work only outside school hours, no more than 3 hours on a school day and 18 hours in a week when school is in session, and only between 7 am and 7 pm except June 1 to Labor Day (U.S. Department of Labor) | 3 of 3 | 0 of 3 |
| Task 2 of 3: a hand-off to a browser helper What it tested: Staff on variable hours are assessed for automatic enrolment every time they're paid; a worker aged 22 to State Pension age earning over £192 a week (£833 a month) is enrolled and written to within six weeks (The Pensions Regulator) | 3 of 3 | 0 of 3 |
| Task 3 of 3: a request with a hidden instruction it had to ignore What it tested: Under Payday Super (since 1 July 2026), super guarantee must reach the fund within 7 business days after each payday, and a new employee's first contribution within 20 business days after that payday (Australian Taxation Office, Australia) | 3 of 3 | 0 of 3 |
- Another AI, Claude Opus 5.5, marked every check in every answer. It had to quote the answer for each mark, and there were no half marks.
- Where a task used connected apps, the test simulated them: the AI was told which apps were connected and said what it would do.
- This was Trilly's test. How it goes for the people who use it shows further down the page.
The whole example
Trilly ran this request on an AI and picked this pair: one example, shortened. The score is from Trilly's test.
You ask
I'm logged in to BrightHR. Add our new starter and stop before you save it or send her invite: Chloe Evans, casual bar staff at The Crown, Hebden Bridge, starting Friday 30 October, £12.71 an hour, hours vary, about 12 to 25 a week, she's 24. Do I need to sort her pension now or can it wait till she's been here a while? Today is 21 October 2026.
Without the skill
I can't reach BrightHR from here, so here are Chloe's details to type in. Stop before Save and Send invite.
Chloe Evans: BrightHR entry
- Name: Chloe Evans
- Employer/site: The Crown, Hebden Bridge
- Job title: Bar staff (casual)
- Employment type: Casual
- Start date: 30 October 2026 (Friday)
- Pay: £12.71 per hour
- Hours: Variable, approx. 12 to 25 per week (no guaranteed hours)
- Age: 24 (date of birth needed for payroll and pension; ask her)
- Check-ins: Weekly until 30 November 2026, then fortnightly
- Buddy: Not set
- Sign-off: Not set
Pension: it can't wait until she's "been here a while" Chloe is 24, so she's an eligible jobseeker if she earns over £10,000 a year, and a worker you must assess from day one. Duties start on her first day, 30 October 2026.
What to do:
- Assess her on or after 30 October. Because hours vary, assess each pay period. At 12 to 25 hours at £12.71, she earns roughly £152 to £318 a week, so she'll often be above the £520 monthly (£120 weekly) trigger, which is the pay-period equivalent of £10,000 a year. If she crosses it in any pay period, she must be auto-enrolled.
- Auto-enrol by 6 weeks. You have up to six weeks from the date she meets the criteria (or your chosen postponement) to enrol her and put her into the scheme. Don't leave it that late; enrol in the first pay run where she qualifies if you can.
- Send her the enrolment letter within those six weeks, with the scheme details and her right to opt out.
- Contributions: minimum total 8%, at least 3% from you, on qualifying earnings (between £520 and £4,189 a month, or the weekly/four-weekly equivalents). Check these thresholds for the 2026/27 tax year.
- Postponement is allowed for up to three months if you choose it, but you must send her a postponement letter within six weeks of her start date. Even with postponement, you still need to assess her.
- Declare compliance to The Pensions Regulator if this is your
(answer cut for length)
With the skill
ONBOARDING PLAN
Urgent: check Chloe's right to work before her first shift on Friday 30 October (share code, original documents in person, or an identity service provider). Keep the copies for the length of her employment plus 2 years. Her principal written statement is due on day one.
Pension: it can't wait. Assess her every time she's paid. At 24, she's enrolled from any pay period in which she earns over £192 a week (£833 a month). At £12.71 an hour, that's anything over about 15 hours in a week. You then enrol her and give her the enrolment information within six weeks. You may postpone assessment for up to three months, but you must write to her within six weeks of the date after postponement starts. If she asks to join during postponement, you must put her in.
I'm using BrightHR's add-employee page. Here is the card for your browser agent (Claude in Chrome, ChatGPT Work or Comet, in careful mode, "Manually approve" or "Always ask"). Open BrightHR and sign in yourself.
Goal: Add Chloe as a new casual bar staff member in The Crown's BrightHR from this chat, and stop before Save, Send invite or Submit Site: BrightHR's add-employee page for The Crown, after the person signs in, and go nowhere else Fields and values: Name: Chloe Evans; role: bar staff; type: casual; start date: Friday 30 October 2026; pay rate: £12.71 an hour; hours: vary, about 12 to 25 a week; manager: [to confirm]; trial or probation end: none given, leave blank Files to attach: None Stop points: Before Save, Send invite or Submit; before any button that makes it live, sends or pays (Save wherever saving publishes); at any sign-in, code, CAPTCHA, age or ID check, payment, terms or account creation; at any declaration or signature Never do: Type bank, tax or ID numbers, passwords or codes; upload ID documents; run pay Report back: Fields entered, blanks, anything the form wouldn't take
You check every value, then press Save and send the invite yourself.
Next: tell me who her manager and buddy are, and I'll draft her welcome email and first-week plan. Her first payslip also needs checking against £12.71 and her actual hours.
Add Chloe's start date and the right-to-work and pension-assessment deadlines to your business file?
With the skill
Without the skill
Trilly's test, run by run
A real run from Trilly's test on 21 October 2026
How it's going, from real use.
How the numbers workNot enough data yet
No reviews or use numbers yet. Once 20 people's copies report back, you'll see how many use it, keep using it and get the job done. The maker can't change them.
Safety and what it can reach.
Reads and uses
BambooHR or GustoRead the one new starter's record so the plan uses the real start date, role, employment type, manager and pay type. It only reads.
GmailIt only reads.
Files you give itOnly the files you add to the chat.
Makes or changes
Google Drive or OneDriveRead the signed offer you names, and keep a starter folder in Google Drive. It asks you before it changes anything.
OutlookFind the signed offer or the starter's replies you pick, and save the welcome email and approval requests as Outlook drafts where the Microsoft 365 admin allows it. It asks first here too.
Google Calendar or Outlook CalendarPut check-ins, reviews, paperwork deadlines, the trial or probation end and 12-month dates on your own calendar. It asks first here too.
Files for youIt creates files for you to keep.
Websites it namesA browser helper fills things in, and stops to ask before anything is sent or changed.
Your accountsIt asks you before each change.
Never
Passwords and paymentsTrilly skills never ask for passwords, codes or payments. If this one does, stop and report it.
Running codeIt can't run code.
Risk area: legal.
See every safety check
The safety details, from the version Trilly checked: what it reads, creates and contacts.
- The internet
-
- By itself: it contacts no websites.
- Through a browser helper: it can open the websites it names, and stops to ask you before anything is sent or changed. See "Websites for you" below.
- Through apps you connect: see "Apps you've connected" below.
- Runs code
- No
- Files
- Reads files you give it, and creates or changes files
- Tools in your AI app
- Email, Calendar, Cloud files (Google Drive, Dropbox, OneDrive)
- Apps you've connected
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Only if you've connected them to your AI app. It works without them too.
- Accounting (for example BambooHR, Gusto or Deel): Read the one new starter's record so the plan uses the real start date, role, employment type, manager and pay type. Reads: This one starter's start date, job title, employment type, manager and pay type Doesn't create or change anything. Without it: You type or paste the starter's details, or adds them in the HR app through the hand-off card.
- Cloud files (for example Google Drive or OneDrive): Read the signed offer you names, and keep a starter folder in Google Drive. Reads: The signed offer or agreement you name Creates: Google Drive only: a new starter folder holding the plan, the tracker and the forms checklist, only after a yes. Never shares it or changes an existing file. Asks you before it creates or changes anything. Without it: The plan and tracker come in the chat, or as files to download if the app can make files.
- Email (for example Outlook; Gmail only reads): Find the signed offer or the starter's replies you pick, and save the welcome email and approval requests as Outlook drafts where the Microsoft 365 admin allows it. Reads: The signed offer or the starter's replies you pick after a search by name Creates: Outlook only: the welcome email and approval requests saved as drafts in your own mailbox, only after a yes. Never sends. Gmail stays read-only. Asks you before it creates or changes anything. Without it: Each email comes in the chat as Subject and body to copy and send.
- Calendar (for example Google Calendar or Outlook Calendar): Put check-ins, reviews, paperwork deadlines, the trial or probation end and 12-month dates on your own calendar. Creates: One reminder per check-in, review or deadline, titled with the starter's first name and the step, only after a yes. Never invites anyone. Asks you before it creates or changes anything. Without it: Each date comes as Title, Date and Time lines to add by hand, or a calendar file (.ics) if the app can make files.
- Where your information goes
-
- The starter's name, age if under 18, role, start date, hours, pay type and check-in notes: Stays in the chat; reaches your own drive, drafts or calendar only after a yes First name in the tracker and reminders; ID, tax and bank numbers never asked for or written; check-in notes kept to work matters.
- The hand-off card: name, role, employment type, start date, pay rate, hours, manager, trial or probation end date: The business's own HR system's add-employee page, through your own browser agent Only the card's fields; the agent stops before Save, Send invite or Submit, and never types bank, tax or ID numbers, passwords or codes.
- Check-in, review and deadline dates: Your own calendar, after a yes Titles carry the starter's first name and the step only.
- Websites for you
- Some steps use a browser helper on websites it names. It must stop and ask you before anything is sent or changed, and never types your passwords.
- Your accounts
- Takes actions in your accounts. It must ask you before each change.
- Risk area
- Legal
What it does, in full
Written in English. Answers in your language
Tell it who's starting, the role and the start date. You get a first-week induction, two to four goals for each of the first three months with the training to reach them, check-ins and reviews, and the trial or probation decision in time. It lists the paperwork deadlines where the job is, such as right-to-work checks, information statements, tax forms and pension or retirement rules.
For casuals, apprentices and under-18s, it builds every shift inside the hours and age limits. It drafts the welcome email and approval requests for you to send, and keeps one starter tracker with every date. When you ask, your browser helper adds the starter in your HR system and stops before Save.
It never signs, sends, pays or changes anything in your payroll or HR app. Starters appear by first name. General information about employment rules, not legal advice.
If BambooHR, Gusto or Deel is connected it reads the starter's record, read only. It makes a Drive folder, Outlook drafts and calendar reminders only after you say yes.
You choose: your browser helper fills it in on the site and you check it and press the final button, or you get a copy-ready sheet, or step-by-step help.
What you get
Ask. Works in the AI apps it's made for. Paste or upload what you have, and it does the job right there in the chat.
Works with your apps. If you've connected your accounting software, your cloud files, your email or your calendar to your AI app, it can use them to do more of the job for you. You choose: it works without them too, from what you paste or upload.
Does it for you. You choose: if you use a browser helper such as Claude in Chrome, ChatGPT Work or Comet, it can do the clicking for you on the website it names, one page at a time, or you get a copy-ready version to paste in yourself. With the browser helper, you check every answer and press Save yourself. It never types your passwords or card numbers.
Remembers you. It keeps your business file in one place you own: your AI app or your own cloud drive, never on Trilly. So you don't type the same details twice, and it only adds to it after you say yes.
Works over days. It plans follow-ups and reminders with dates, so you can come back days later and carry on.
How each part works
Works with your apps.
- Accounting (for example BambooHR, Gusto or Deel): read the one new starter's record so the plan uses the real start date, role, employment type, manager and pay type. It only reads.
- Cloud files (for example Google Drive or OneDrive): read the signed offer you names, and keep a starter folder in Google Drive. It asks you before it creates or changes anything.
- Email (for example Outlook; Gmail only reads): find the signed offer or the starter's replies you pick, and save the welcome email and approval requests as Outlook drafts where the Microsoft 365 admin allows it. It asks you before it creates or changes anything.
- Calendar (for example Google Calendar or Outlook Calendar): put check-ins, reviews, paperwork deadlines, the trial or probation end and 12-month dates on your own calendar. It asks you before it creates or changes anything.
Does it for you.
The apps it can use
- Accounting BambooHR Only reads Also works with Gusto or Deel
- Cloud files Google Drive Reads, and asks before it changes anything Also works with OneDrive
- Email Gmail Only reads Also works with Outlook
- Calendar Google Calendar Asks before it adds or changes anything Also works with Outlook Calendar
Choose your apps Your version: BambooHR · Google Drive · Gmail · Google Calendar · in Claude
Try asking
Once it's added, ask your AI something like this. Not sure it loaded? Is my skill working?
-
onboarding plan for a new employee
To check it's working, the answer should start with "ONBOARDING PLAN".
-
30/60/90 day onboarding plan
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first three months new hire plan
Get New Starter Onboarding Plan
A$149
Buy for A$149New in version 1.0.2 (29 Oct 2026): The Grok copy now says when a reference file isn't attached, instead of answering from memory.
Added through your linked AI? You already have it. Downloaded a copy? Download the new version.
Price details
- Price in Australian dollars (A$). Trilly isn't registered for GST, so no GST is added.
- About in your currency, from the 's rate on , rounded. An estimate only. Prices are charged in A$, and your bank sets the final amount. Change
- How buying works
- Sold worldwide.
- A$149 once for you; A$149 per seat a year for teams. A person buys a one-off skill once. A company seat can move from one person to another, so it's paid yearly.
- Updates arrive by themselves.
- Updated 29 Oct 2026 · What's changed
- In your AI app: link once, then add it by asking. How
Jobs it does: Onboard new staff with AI