Offboarding Tools
Offboard Securely. Document Everything.
When an employee leaves, you need a system - 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.
What You Can Track
- System and software access (e.g. core, imaging, AD)
- Issued devices (laptops, phones, VPN tokens)
- Final acknowledgments or notices before departure
- Access to branch keys, codes, and physical security items
- Completed tasks and confirmations logged for audit trail
Integrated with Your Workflow
Offboarding 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.
Explore Related Features
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.
