Offboarding is the process most likely to be done from memory, and the one where a missed step turns into an audit finding. This automation runs the same checklist every time, keyed to the last-day date, with a named owner on every item.
What's Included
- Last-day countdown: tasks open in the right order relative to the leave date, including the ones that must happen before it.
- Access list: every account, license, and shared folder tracked per person in a structured record.
- Handover capture: an AI agent drafts the handover doc from the person's open work and pending decisions.
- Equipment recovery: hardware tracked to return or write-off with an owner and a due date.
- Audit trail: each step timestamped and attributable when someone asks later.
How To Use
- Clone the Onboarding Portal and add your offboarding checklist.
- List the systems that must be closed and who closes each.
- Set the triggers off the last-day field.
- Assign a single owner for the final sign-off.
- Finish every departure the same clean way.
Track the license side in the renewals automations and the reporting side in the reports automations.