The Hidden Risk of Manual Offboarding
When an employee leaves, what happens next? If you're relying on sticky notes or inbox flags, it's easy to miss something - a license that keeps billing, a user account that stays active, or a policy acknowledgment left incomplete. That's a compliance nightmare waiting to happen.
Workflow Automation to the Rescue
With an intranet that supports workflow automation, offboarding becomes systematic. HR initiates the exit. IT is notified instantly. Everyone knows what to do, and nothing falls through the cracks.
Offboarding Checklist Examples
- HR: Confirm exit interview, COBRA notice, and final paycheck
- IT: Deactivate Microsoft 365, remove access to internal systems
- Facilities: Reclaim badge, laptop, keys
- Compliance: Log offboarding steps for audit tracking
Real-Time Visibility
No more guessing who's completed what. The intranet tracks every step of the offboarding process. Team leads and auditors can review progress in real-time, see which steps are overdue, and ensure nothing is missed.
Streamline Offboarding Before It Costs You
With our form builder, you can quickly create an offboarding form that automatically routes and assigns tasks based on answers.
'Mortgage Loan Officer' selected on the form? Revoke access to the mortgage app - done.
Watch a short demo or explore more about intranet software for credit unions. Want help making offboarding this easy at your credit union? Book a call to see how SimplifyIT helps you offboard securely, consistently, and without missed steps.
Common Questions
What risks are involved in manual offboarding?
Manual offboarding leaves room for error - accounts can remain active, permissions stay open, and devices may go unreturned. Automating the process closes these gaps and reduces audit risk.
How does SimplifyIT support automated offboarding?
We use workflow routing based on HR or IT triggers, and task checklists are sent to the right teams.
Can offboarding steps be tracked and audited?
Yes. Every offboarding workflow is logged. You can see who completed what, when, and which steps are outstanding - ideal for internal tracking and examiner reviews.
Can offboarding be customized for part-time or temp workers?
Yes. You can build different workflows based on job type, department, or access level - ensuring each exit process fits the employee.
How quickly can automated offboarding be implemented?
Most credit unions can launch basic offboarding workflows within a day. More advanced routing and integration can follow as needed.
Do we need IT involvement to create offboarding workflows?
Not necessarily. Our form builder lets HR or compliance staff create and update offboarding forms and tasks without writing code.
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Offboarding is a mess.  Let's SimplifyIT. |
