Employee offboarding requires updating HR records, removing system access, and finalizing pay before an employee's departure is complete. Coordinating these tasks by hand across departments causes delays and increases the chance that a step is missed.
Automation handles record updates, access revocation, and final pay preparation as soon as a departure is confirmed. The result is faster, more consistent offboarding with fewer missed steps and quicker final pay turnaround.
The full workflow, from trigger to completion.
The automation platform watches for resignation or termination emails matching HR's notice format.
The automation pulls employee name, exit date, and department from the notice.
The employee record is set to offboarding with the confirmed exit date.
The automation checks the employee's role and system permissions against the offboarding checklist.
For admin or finance-system accounts, an IT team member confirms and revokes access by hand.
Email, calendar, and shared drive access are disabled automatically at end of day on the exit date.
Final wages, unused leave, and deductions are calculated from payroll and HRIS data.
A confirmation email with the final pay summary and exit documents is sent to the employee.
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