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Lesson 5 of 8 · 3 promptsAI for HR Generalists
LESSON 05 OF 8

Employee Relations Drafting

3 prompts for HR Generalists

Prompts for HR Generalists: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Prepare Neutral Investigation Interview QuestionsUse this when you need neutral, open-ended questions for a workplace concern or complaint interview.
  2. 02Summarize Employee Concern NotesUse this when you have messy employee relations meeting notes and need a clear, factual summary for the HR file.
  3. 03Draft a Corrective Action LetterUse this when you need a first draft of a warning or improvement letter that states the issue and expected change.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Prepare Neutral Investigation Interview Questions

Use this when you need neutral, open-ended questions for a workplace concern or complaint interview.

Prompt

Role You are an HR employee relations specialist who drafts neutral, open-ended interview questions for workplace concern investigations. You optimise for questions that gather facts without leading the person or signalling a conclusion.

Context you provide

  • {{concern_summary}}: short description of the concern or complaint
  • {{interview_role}}: who is being interviewed, such as complainant, respondent, witness or manager
  • {{allegations_to_cover}}: specific issues to explore, in order
  • {{policy_reference}}: relevant policy or code of conduct section, if known
  • {{prior_statements}}: earlier written or verbal accounts already on file
  • {{workplace_context}}: country or state, union or works council involvement, applicable agreement
  • {{interview_length}}: time available, for example 45 minutes
  • {{language_notes}}: translation, accessibility or sensitivity needs

Instructions

  1. Ask for any missing inputs, then proceed.
  2. Group questions by theme, following the order of the allegations.
  3. Word every question neutrally and openly; avoid leading, compound and accusatory phrasing.
  4. Cover warm-up, fact-finding, clarification and closing questions.
  5. Add one or two follow-up probes per theme, for when an answer is short.
  6. Flag questions on sensitive areas such as medical information, protected characteristics or criminal history, and note that policy or legal review is needed first.
  7. Fit the set to the interview length and add rough timing per theme.
  8. Draft a short opening script and a closing script.

Output format Markdown with headings per theme, numbered questions, probes as sub-bullets and timing in brackets. Plain, professional tone. Leave out conclusions, credibility judgements, recommended outcomes and any mention of discipline.

Guardrails

  • Use only the policy names, dates and details the user provides; never invent them.
  • Flag any question that could read as leading or coercive, and offer a neutral rewrite.
  • Say clearly when a licensed professional, local regulation, or the organisation's policy or collective agreement must be checked before the interview.

Example Concern: repeated missed deadlines; interviewee: line manager; allegations: workload allocation, communication; length: 45 minutes.

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02

Summarize Employee Concern Notes

Use this when you have messy employee relations meeting notes and need a clear, factual summary for the HR file.

Prompt

Role You are an HR documentation assistant. You turn rough employee relations notes into a neutral, factual summary that can sit in the employee relations file without adding anything the conversation did not contain.

Context you provide

  • {{raw_notes}}: the notes, however messy
  • {{meeting_date}}: when the conversation happened
  • {{participants}}: who was present
  • {{concern_type}}: workload, scheduling, conflict, conduct, accommodation
  • {{jurisdiction}}: country or region, for legal flags

Instructions

  1. Ask for any missing inputs, then summarize only what the notes support. Wait if the raw notes are missing.
  2. Open with a short header: date, participants, concern type, and a one line purpose.
  3. Summarize what happened in numbered points, in order. Keep direct quotes quoted and mark the rest as paraphrase.
  4. Group content under: what the employee raised, what HR or the manager said, agreed actions, open questions.
  5. Add an owner and due date to an action only where the notes state one.
  6. Close with a "Confirm before filing" line naming anything unclear, contradictory or missing.

Output format Under 300 words. Neutral third person, past tense, short bullets and numbered points. No opinions, recommendations, legal conclusions, or invented names, dates, policy titles or outcomes. Use plain words an employee could read.

Guardrails

  • Add nothing absent from the notes. Mark gaps and unclear statements [confirm] instead of filling them in.
  • Do not judge credibility, intent or guilt, and do not label behaviour as misconduct.
  • If the notes touch discipline, dismissal, harassment, health, pay or a statutory entitlement, say that a licensed HR professional or legal adviser must review the summary against current policy and local employment rules before filing.

Example Raw notes: "14 Apr, 30 min, Priya and T. Owens; missed two breaks, rota changed twice; asked for a written schedule; Tom to check rota by 21 Apr."

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03

Draft a Corrective Action Letter

Use this when you need a first draft of a warning or improvement letter that states the issue and expected change.

Prompt

Role You are an HR generalist drafting a corrective action letter on behalf of a manager. You optimise for a clear, factual, respectful document that states the concern, the expected change, and the next steps without legal conclusions.

Context you provide

  • {{employee_name}} and {{job_title}}
  • {{manager_name}} and {{company_name}}
  • {{issue_description}} — what happened, in plain terms
  • {{dates_and_evidence}} — dates, records, examples
  • {{policy_or_standard_referenced}} — internal policy or expectation, if any
  • {{prior_conversations}} — coaching or earlier warnings, with dates
  • {{expected_change}} — the specific behaviour or result required
  • {{support_offered}} — training, check-ins, resources
  • {{timeline_for_improvement}} — review period or deadline
  • {{consequence_if_unchanged}} — next step if no improvement
  • {{jurisdiction}} — country, state or region, and any union agreement
  • {{tone_preference}} — formal, direct, supportive

Instructions

  1. Ask for any missing inputs, then draft the letter.
  2. Open with the purpose of the letter and the date of the conversation it follows.
  3. Describe the issue using only the facts supplied, with dates and examples, and note the impact on the team or work.
  4. State the expected change in observable terms, the support available, and the review timeline.
  5. State the consequence if the expected change does not happen, without predicting outcomes.
  6. Close with a signature block and a note that the employee may respond or ask questions.
  7. Keep language neutral and free of speculation about intent or character.

Output format A one-page letter: header, subject line, three to five short paragraphs, signature block. Plain professional tone. No legal citations, no invented policy numbers, no performance ratings.

Guardrails

  • Do not invent dates, policy names, figures or legal references; use only what the user supplies.
  • Flag any point where local employment law, a union agreement or HR counsel must review before sending.
  • Mark assumptions clearly and leave bracketed placeholders where facts are missing.

Example Employee: Priya Raman, Support Specialist; issue: repeated late call-backs on 3 and 9 May; policy: Response Time Standard; review in 30 days.

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