Offboarding Automation for Financial Institutions ★ Automate Tasks. Revoke Access. Stay Compliant. ★ Offboard Securely. Document Everything.When an employee leaves, you seamless perfection - not a scramble. SimplifyIT helps banks and credit unions track and confirm access removal, device collection, and key offboarding tasks. Everything is recorded, exportable, and built for compliance. And all the tasks that come with offboarding? Automatically routed and assigned. No guesswork. Integrated with Your WorkflowOffboarding typically starts with a form - built by your team to match your process. That form can trigger emails, assign responsibilities, and tie directly to access logs and device records. HR and IT can both use it without stepping on toes.
Common Questions
How does automated offboarding start?
It typically begins with a form submission - usually by HR or a manager. That form can trigger workflow rules that assign tasks, notify departments, and log completions.
Can we customize the offboarding workflow by role or department?
Yes. You can set conditional rules based on form answers - such as job title, department, or location - to automatically assign relevant tasks or notify specific teams.
What systems can be included in the offboarding checklist?
You can track access to core systems, imaging software, Active Directory, email, shared drives, physical keys, and issued equipment like laptops or tokens.
Is there an audit trail for completed offboarding tasks?
Yes. Every step is timestamped and linked to the user who completed it - making examiner reviews, internal audits, and accountability effortless.
Can multiple departments use the same offboarding process?
Absolutely. HR, IT, Compliance, and Branch Ops can all receive assigned tasks from a single form submission, so nothing gets missed or duplicated.
Do we need IT to build or update the offboarding form?
No. Non-technical admins can build and update forms and workflow rules using the drag-and-drop interface - no coding required.
Want to See It in Action?We'll walk you through how offboarding tools work across your systems and devices - and how it keeps you covered during exams. Schedule a quick demo or watch the overview. |  On-Prem or Hosted ✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.
Choose what
fits your FI.  Audit Ready ✓ Documentation.
✓ Documentation.
✓ More Documentation.
Auditors and examiners love
documentation and exports,
the software abides.  Microsoft Integration ✓ Entra AD.
✓ Teams.
✓ Office 365 Email.
Fully integrated.  Instant Search Smart, relevant
real-time, Instant
Search - restricted
by role.  Policy Tracking Be ready for auditors
and examiners by
tracking those policy
acknowledgements.  Smart Workflows ✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.
Route, track and
document. |
