Still Using Manual Lists?

Ask your IT team how they handle employee offboarding. If the answer includes a paper form, an Excel checklist, or 'we just remember,' your institution is at risk.

Manual Lists Mean Missed Steps

No proof of completion across departments
Inconsistent steps depending on the manager
Lost records and delayed responses
Exposure during audits, IT exams, or exit reviews

Automate It Instead

With SimplifyIT, you can launch automated workflows tied to offboarding, onboarding, or any complex task. Forms trigger assigned checklists, reminders, and a full audit trail.

Assign tasks to HR, IT, Security, and more
Track completion with timestamps and user IDs
Use built-in alerts and daily task views
Retain records to prove compliance

Goodbye Clipboards & Spreadsheets

Whether it's vendor offboarding, teller access removal, or cleaning up after a merger - you need workflows that don't get lost in someone's inbox. SimplifyIT keeps things moving and verifiable.

Helpful Features

Form Automation - Launch task flows from any submission
Task Management - Assign, remind, and report on task completion
Audit Trail - Built-in recordkeeping for accountability
Offboarding Automation - Ensure critical steps are always followed

See It in Action

Watch the 5-minute demo or schedule a call to learn how we help banks replace risky manual processes with audit-ready workflows.

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