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Automated Offboarding for Banks

When an employee leaves your bank, access should be removed, assets returned, and responsibilities reassigned - all without gaps or confusion. SimplifyIT helps automate the process to reduce risk and stay compliant.

Offboarding Made Automatic

  • Start offboarding with a single internal form
  • Automatically notify IT, HR, facilities, and management
  • Track account deactivation and password resets
  • Log returned devices, badges, keys, and more
  • Assign ownership of lingering tasks or responsibilities

Secure and Transparent

Every step is logged with time, person, and comments. If auditors or leadership need proof that access was removed and data protected, you'll have it.

Works Alongside Onboarding Tools

If you already use SimplifyIT for onboarding, offboarding builds on the same system - using familiar forms, checklists, and workflows to keep transitions smooth and trackable.

Reduce Risk During Transitions

Former staff shouldn't have lingering VPN access, file ownership, or unlocked tools. SimplifyIT makes sure offboarding steps are followed - and fully documented - to keep your bank secure and audit-ready.

Related Features

 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦