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Offboarding & Alumni

Offboarding Orchestration Agent

ai

Automate the offboarding workflow: access revocation, equipment return, knowledge transfer, final pay, benefits continuation, and compliance.

People OperationsIT / HR SystemsLegal & Compliance
95%
Offboarding task completion rate
100%
Access revocation within 24 hours
60%
Reduction in offboarding admin time
Use Case 1

Standard Offboarding

Trigger: Resignation or termination

1.Initiate offboarding workflow with last day and reason
2.Create knowledge transfer plan with manager
3.Schedule exit interview
4.Trigger IT access revocation for last day
5.Process final pay with PTO payout
6.Send COBRA and benefits continuation info
7.Coordinate equipment return
8.Archive employee records
9.Update org chart and distribution lists
10.Send alumni network invitation
✓

Complete, compliant offboarding with nothing falling through cracks.

Integrations

HRIS (Workday, BambooHR)
IT Access Management (Okta, Azure AD)
Payroll System
Benefits Platform

Industries

healthcaretechnologyfinancial-servicesretailmanufacturingprofessional-servicespublic-sectorhospitalityother

See It In Action

A sample conversation with this agent

Sarah is leaving the company. Her last day is March 28. Start the offboarding.

I've initiated Sarah's offboarding workflow for March 28:

Immediate: Knowledge transfer plan created - I'll work with Sarah's manager to identify critical handoffs.
March 21 (1 week out): Send COBRA benefits information, schedule exit interview, confirm equipment return logistics.
March 28 (last day): Revoke all system access at 6pm ET, disable badge, archive email, trigger final paycheck calculation including accrued PTO payout (12 days = $5,769).
March 29 (day after): Remove from org chart, update team distribution lists, send alumni network invitation.

I'm tracking 23 tasks across IT, Payroll, Benefits, and HR. Sarah's manager has been notified of the knowledge transfer timeline. Any special considerations?

We have a layoff of 15 people happening Friday. Can you handle the offboarding?

I'll set up batch offboarding for 15 employees with a synchronized Friday execution:

Pre-Friday: Prepare all access revocation lists, final pay calculations, severance agreements, COBRA packets, and equipment return labels. Coordinate with IT for simultaneous access removal.
Friday: Execute all 15 offboardings in parallel with staggered manager conversations (30-min intervals). Access revocation triggers at meeting start time (not before).
Post-Friday: WARN Act compliance verified, final pay processed within 72 hours (CA requirement), COBRA notices sent within 14 days.

I'm tracking 345 total tasks (23 per person). Want me to generate the manager communication timeline?