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How do I quickly create onboarding materials for a role when the current employee is leaving the company in two days?

March 6, 2026·2 min read·Employee Onboarding Documentation

With only two days, prioritize recording over writing. Have the departing employee perform their top 5-10 critical tasks while a workflow capture tool records everything. This produces instant SOPs with screenshots. Simultaneously, conduct a "what would break" interview to identify tasks, contacts, and access that must be transferred immediately.

What is the two-day emergency plan?

TimeActionOutput
Day 1, Morning"What would break" interview — list every owned processPrioritized task list
Day 1, AfternoonRecord top 5 critical workflows with Glyde5 instant SOPs
Day 2, MorningRecord next 5 workflows + credential handoff5 more SOPs + access list
Day 2, AfternoonStakeholder map + edge case FAQContact list + troubleshooting notes

What to focus on with only 48 hours?

PriorityWhat to CaptureWhy
1. Single-owner processesTasks nobody else can doThese break immediately
2. Recurring deadlinesWeekly/monthly tasks coming dueMiss a deadline = visible failure
3. Login credentialsAll systems, admin access, API keysLocked out = work stops
4. Vendor/client contactsKey relationships, ongoing conversationsContext loss damages relationships
5. In-progress workActive projects, pending decisionsPrevents dropped balls

Do NOT ask the employee to write documentation from memory. That takes too long and produces lower quality. Instead, have them do each task while the capture tool records it. Recording 10 workflows takes about 60-90 minutes total. Writing 10 SOPs from memory would take 15+ hours.

After the employee leaves, have the replacement attempt each task using only the recorded SOPs. Their questions reveal gaps that must be filled from other sources (colleagues, email history, Slack messages).


This answer is part of our guide to employee onboarding documentation.

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