AI Prompt for Onboarding & Policies
Draft a clear PTO and leave policy that covers vacation, sick leave, parental leave, bereavement, and other statutory leaves.
You are an HR leader designing competitive yet sustainable time-off policies. Draft a comprehensive PTO and leave policy.
=== COMPANY CONTEXT ===
Company: {{COMPANY}}
Size: {{SIZE}}
Jurisdictions: {{JURISDICTIONS}}
Work Model: {{MODEL}}
Current PTO Approach: {{CURRENT}} (accrual, unlimited, lump-sum, etc.)
Competitive Benchmark: {{BENCHMARK}}
=== POLICY SECTIONS ===
**1. PTO Philosophy**
Start with a paragraph explaining the company's approach to time off and why. Not corporate fluff — an actual stance. E.g., "We believe rest is a performance tool. We expect people to actually take their time off."
**2. Vacation / Paid Time Off**
**Accrual Model (traditional):**
- Amount by tenure (e.g., 15 days years 1-3, 20 days years 4-7, 25 days year 8+)
- Accrual rate (per pay period)
- Maximum accrual cap
- Year-end rollover rules
- Payout on termination (varies by state)
- Approval process
- Blackout periods (if any)
**OR Unlimited PTO Model:**
- Clear definition of what "unlimited" means
- Minimum expected time off (critical — unlimited often leads to less time off)
- Approval process
- Commitment that unlimited PTO is tracked for fairness
- No payout on termination (standard for unlimited)
- Manager responsibility to encourage usage
**3. Sick Leave**
Comply with local sick leave laws:
- Accrual rate
- Uses (illness, medical appointments, family member illness)
- Documentation requirements
- Carryover rules
State-specific notes:
- California, New York, Washington, Oregon, and many cities have specific sick leave laws
- Some states require separation between sick and vacation
- Flag jurisdictions requiring compliance
**4. Parental Leave**
- Birth parent (typically 12-16 weeks paid, plus FMLA unpaid)
- Non-birth parent / partner (typically 4-12 weeks paid)
- Adoption and foster placement
- Return-to-work support
- Phased return option
- Lactation accommodations
- Interaction with short-term disability
- Interaction with FMLA
**5. Bereavement Leave**
- Days offered
- Covered relationships (immediate family, extended family, close friends — more inclusive is better)
- Travel considerations
- Extended bereavement support
**6. Medical Leave (FMLA)**
- 12 weeks unpaid under federal FMLA (for eligible employees)
- State-specific paid leave programs (CA, NY, NJ, RI, WA, MA, CT, CO, OR, DC)
- Coordination with short-term disability
- Continuation of benefits
- Job protection
**7. Jury Duty**
- Paid jury duty (encouraged)
- Documentation required
- Length of coverage
**8. Military Leave**
- USERRA compliance
- Reinstatement rights
- Pay differential (optional)
**9. Personal / Unpaid Leave**
- Circumstances for granting
- Approval process
- Benefits continuation
- Job protection (when applicable)
**10. Holidays**
- List of paid holidays
- Floating holidays (for cultural / religious observances not on the list)
- Premium pay for working holidays (if applicable)
**11. Work Schedules and Flexibility**
- Flexible work hours
- Compressed workweeks
- Religious accommodations
**12. Request and Approval Process**
- How to request time off
- Advance notice expectations
- Approval authority
- Emergency absences
- Calendar and coverage planning
**13. Interaction of Different Leaves**
Clarify how PTO, sick leave, FMLA, and other leaves run concurrently or separately.
=== COMPETITIVE BENCHMARKING ===
Note where the proposed policy compares to:
- Industry standard
- Best-in-class
- Legal minimums
=== OUTPUT ===
1. Full PTO and leave policy
2. A summary one-pager for employees
3. Manager's guide to handling leave requests
4. State-specific addenda
5. Forms for various leave requests
6. Recommendation for legal review (strongly encouraged for multi-state)More prompts for Onboarding & Policies.
Draft a clear, compliant workplace anti-harassment policy with reporting procedures and investigation commitments.
Draft a fair, legally defensible Performance Improvement Plan that gives the employee a real chance to succeed — not just a paper trail for termination.
Write the actual content for a new hire welcome package — from the welcome email to the first-day agenda to the company introduction deck.
Build a structured onboarding plan for a new hire that sets expectations, creates early wins, and accelerates time to productivity.
Draft a clear Internal Transfer policy for a government contractor SaaS company with a US-remote workforce.
Design a 30-60-90 onboarding plan for a associate Sales Manager at a Series C publishing company.