Automated Offboarding for Financial Services ★ Offboarding can be messy. Let's SimplifyIT ★ When someone leaves your organization - whether staff or leadership - you need a process that's consistent, secure, and fully documented. One Form to Start the Process- Managers or HR submit a single offboarding form
- Trigger notifications to all parties: IT, security, compliance, and payroll
- Customize task steps based on employee role, branch, or department
Access and Device Deactivation- Log who removed access to email, core systems, and drives
- Track retrieval of badges, keys, and equipment
- Optionally notify vendors for third-party tool access
Compliance Documentation- Timestamped logs for every offboarding step
- Audit-ready reports available on demand
- Optional final review and e-signature for HR or compliance
Streamlined for HR and IT- Custom checklists for different locations or roles
- Alerts if any step is delayed or missed
- Works across departments without extra logins
Built for Financial Institutions. Whether you're a regional bank, a credit union, or another regulated entity, our intranet-based offboarding adapts to your structure and security requirements.
Common Questions
What is offboarding automation in financial services?
Offboarding automation uses intranet-based workflows to handle employee exits - deactivating access, alerting HR and IT, logging device returns, and ensuring compliance without missed steps.
How does your offboarding system help with compliance?
Every action is tracked - from account closures to checklist completions. This creates a clear audit trail, helping your institution meet internal policy and external regulatory requirements.
Can we customize the offboarding process for different departments?
Yes. You can tailor exit workflows by role, location, or department. Tasks and alerts can be triggered based on how the form is filled out.
What makes this better than using spreadsheets or shared checklists?
Spreadsheets rely on memory and follow-up. With SimplifyIT, the process runs itself - automatically assigning tasks, logging completions, and ensuring nothing is missed.
Does this integrate with Microsoft or Active Directory?
Yes. You can connect the offboarding process to AD or Microsoft 365 to automate account deactivation and tie the workflow into your existing infrastructure.
|  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. |
