Offboarding Automation for Credit Unions
Staff departures don't have to mean forgotten accounts, missed tasks, or scattered notes. SimplifyIT gives your credit union a secure, repeatable process to handle offboarding - without the chaos.
Streamlined Offboarding Checklists
- Trigger offboarding with a simple internal form
- Notify key roles: IT, HR, Compliance, Branch Managers
- Log access removals: core, email, VPN, etc.
- Track device and key returns
- Reassign job duties and follow-ups
Audit-Friendly Logs
Every offboarding action is logged with timestamps, user input, and workflow status. No more spreadsheets or missing paperwork when NCUA asks who closed access.
Perfect for Multi-Branch Teams
Standardize offboarding across branches, departments, and employee types. Whether it's a teller, loan officer, or executive, the process stays consistent - and visible.
Built for Credit Union Security
Security matters. SimplifyIT ensures the right doors are closed - digital and physical - while documenting every step for compliance peace of mind.
