Offboarding

Offboarding Workflow

Turn exit processes into a repeatable workflow so employees leave cleanly and assets are returned on time.

Why this module matters

Track offboarding tasks, record asset returns, and capture handover notes in a single exit workflow for every departing employee.

Exit checklist with task completion tracking

Asset return tracking and QR-friendly codes

Handover notes and clearance visibility

Supervisor sign-off and offboarding progress status

Keep offboarding ready alongside onboarding and HR workflows

How it works

1

Start a new offboarding event

Create an exit event and assign tasks, assets, and handover owners in one workflow.

2

Track asset return and clearance

Record returned devices and clearance tasks so nothing is missed before the last day.

3

Complete the exit checklist with confidence

A clear exit summary helps HR and managers close the loop on every separation.

Frequently asked questions

Can I track asset returns during offboarding?

Yes, the offboarding workflow includes asset return tracking to capture devices, access cards, and other handover items.

Is there a checklist for exit tasks?

Yes. Every offboarding event has a checklist to ensure all operational, IT, and HR tasks are completed.

Can managers see offboarding progress at a glance?

Yes. Progress status and task completion are visible on the offboarding event page.