Offboarding
Offboarding is the formal process of managing an employee's exit from an organization. In the banking and credit union world, this includes revoking system access, collecting devices, completing HR tasks, and ensuring no gaps in compliance or security remain.
When automated through your intranet, offboarding becomes faster, more consistent, and less risky - especially when connected to your Active Directory and workflow automation tools.
A missed offboarding step can leave data exposed or cause compliance issues. A structured, logged process ensures the organization protects sensitive information and meets internal and regulatory expectations.
- Automated user access deactivation
- Task routing to HR, IT, and supervisors
- Device return checklists
- Policy and procedure handoff steps
- Logged actions for audit trail
Our platform lets you build reusable exit workflows, automatically send tasks to the right departments, and log every action for audit purposes. You can trigger offboarding from HR updates, service desk tickets, or manually when needed.