Automated Offboarding for Financial Services
When an employee leaves, you need a consistent, secure, and fully documented process. Our intranet automates offboarding for banks, credit unions, and other financial institutions, reducing manual work and closing compliance gaps.
One Form to Start the Process
- Managers or HR submit a single offboarding form
- Trigger notifications to IT, security, compliance, and payroll
- Customize steps based on employee type 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
