Automated Offboarding with Help Desk Tickets
Offboarding shouldn't be a scramble.
Use the help desk to automatically assign and track offboarding tasks - from deactivating access to collecting devices. Tasks can be triggered by a single ticket and routed to IT, HR, branch leads, and facilities. All actions are logged for compliance.
Offboarding With Confidence
- Auto-assigned tasks.Route responsibilities based on the departing employee's role, department, or location.
- Track system access removal.Log access removals for core systems like Symitar, Active Directory, email, and imaging.
- Device return tracking.Laptops, tokens, phones - track what's been issued and what's been returned.
- Custom prompts.Get everything you need: last day, forwarding instructions, and role-based notices.
- Compliance trail.Every action is recorded. Export a full offboarding log for audits or exams.
Built for Credit Union IT
From collecting issued devices to issuing last-day VPN cutoffs, this process was designed with credit union workflows in mind. You can even auto-notify branch managers or compliance teams.
Don't Miss a Step
Schedule a demo or watch the overview to see how offboarding workflows keep you audit-ready.
