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Marketplace / HR / Employee Offboarding Workflow

Employee Offboarding Workflow

Automate Employee Exits with Zero-Hassle Offboarding Workflows

Automate exit processes including checklist tracking, asset return, and feedback

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Creator Icon kriatix Creator
Category Icon HR Category
Pages Icon 20 Pages
Downloads Icon 215 Downloads
Language Icon English Language

Trusted by growing startups

The Employee Offboarding Workflow App by Kriatix helps you streamline exit processes from asset collection and knowledge transfer to revoking access and conducting exit interviews. Built on our low-code platform, it enables HR teams to create and manage customizable workflows with zero scripting required.

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  • Book a Demo
  • Request Pricing

 

What Is the Employee Offboarding Workflow App?

It’s an intelligent workflow builder designed to handle every step of the employee exit journey. Whether you’re managing resignations, terminations, or retirements, the app ensures compliance, reduces manual work, and closes every loop IT access, payroll, documentation, and feedback efficiently.

From automatic checklists to system integrations and real-time updates, this app simplifies coordination across HR, IT, Finance, and Admin teams.

Who Is It For?

Role How They Benefit
HR Managers Automate checklists, send exit surveys, and track completion
IT Teams Instantly revoke system access and retrieve hardware
Admin Teams Get notified for ID card, parking, and asset return
Payroll Teams Coordinate final settlements and compliance requirements
Legal & Compliance Ensure all legal, documentation, and audit steps are followed

Key Features

  • Visual workflow builder with templates for offboarding
  • Pre-configured task automation for IT, Admin, HR, and Finance
  • Integration with AD, Google Workspace, Office 365, HRMS & Payroll
  • Customizable email/SMS notifications and alerts
  • Role-based access and activity logs
  • Built-in document collection and e-signature modules
  • Smart exit survey & feedback forms
  • Real-time status tracking for each exit task

 

Benefits

  • Cut down exit processing time by 70%
  • Prevent data leakage by automating access deactivation
  • Ensure compliance with pre-defined audit-ready steps
  • Deliver smooth, professional offboarding experience
  • Avoid manual follow-ups with auto-reminders and alerts
  • Centralize all offboarding activities in one place

How It Works

  • Select a pre-built workflow or build your own
  • Define roles and tasks: HR, IT, Admin, Finance
  • Configure email alerts, task deadlines, and escalations
  • Integrate with existing tools (HRMS, Active Directory, Payroll, etc.)
  • Monitor progress and close loops with analytics

 

Add-ons & Integrations

  • Active Directory, Azure, Google Workspace, Office 365
  • Zoho People, Darwinbox, SAP SuccessFactors, BambooHR
  • Slack, Microsoft Teams, Email & SMS gateways
  • Digital signature tools (DocuSign, Adobe Sign)
  • Exit analytics & attrition insights add-on

 

Deployment & Access

  • Fully mobile-friendly interface
  • SaaS or self-hosted options
  • Enterprise-grade scalability
  • Multi-region data hosting options

What Our Partners Are Saying

Frequently Asked Questions

Yes, the app allows you to create role-specific or location specific workflows. You can set conditional logic to ensure the right tasks are triggered for different employee types or departments.

The app integrates with identity providers like Active Directory, Google Workspace, and Office 365. Once an offboarding task is triggered, system access can be revoked automatically or with one-click approvals.

Absolutely. The platform includes built-in e-signature support and document upload modules, making it easy to collect NDAs, clearance forms, and other paperwork electronically.

Yes, Kriatix offers out-of-the-box connectors and APIs to integrate with popular systems like Darwinbox, SAP SuccessFactors, Zoho People, and more. Custom integrations can also be set up via REST APIs.

You get real time dashboards that show offboarding status across departments, pending tasks, completion rates, and bottlenecks. You can also export reports for audits or internal reviews.