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Workflow

Offboarding

Structured offboarding workflows that coordinate IT deprovisioning, equipment return, document collection, and exit interviews across teams.

2 of 6 steps complete
Resignation received: DoneAccess revocation: DoneEquipment return: Needs attentionExit interview: PendingFinal payroll: PendingKnowledge transfer: Pending
The Problem

What it looks like today

Offboarding is inconsistent and risky. Access remains active, equipment is lost, and knowledge leaves with departing employees.

How It Works

End-to-end flow

HR initiates offboarding, IT revokes access and collects equipment, document collection is triggered, and exit interviews are scheduled.

1
DoneResignation received
2
DoneAccess revocation
3
Needs attentionEquipment return
4
PendingExit interview
5
PendingFinal payroll
6
PendingKnowledge transfer
Who's Involved

Stakeholders

HR initiates the process, IT handles access revocation and equipment, Finance closes payroll, Manager conducts exit interview.

HR
IT
Manager
Finance
Automation

What syncHR Automates

Access revocation, equipment return tracking, exit interview scheduling, payroll closure notification, and knowledge transfer prompts.

Access revocation
Equipment tracking
Exit interview scheduling
Payroll notification
Knowledge transfer prompt
Outcome

Business impact

Secure, consistent offboarding that protects company data and ensures a professional departure experience.

Ready to automate offboarding?

Talk to our team about implementing and running this workflow across your HR stack.

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