Structured exits that protect your assets,
— and your compliance.
Stop relying on fragmented email chains and spreadsheets. Implement a systematic offboarding workflow that ensures every asset is returned, every access is revoked, and every settlement is accurate.
Jordan Smith
Termination Date: 30 Apr 2026
Blocking Task WarningFinal clearance cannot be signed until the assigned MacBook Pro is returned to IT.
Build a checklist once. Apply it to every exit.
Create standardized offboarding workflows that cover every department's requirements. Ensure no step is missed, from laptop recovery to final legal sign-offs.
- Reusable offboarding template per employment type
- Template tasks across IT, HR, Finance, Assets, and Legal
- Due date offsets from termination date (e.g. -5 days)
- Blocking tasks: clearance cannot be signed until complete
- Display order for structured workflow
- Auto-populate tasks when record is created from template
Offboarding Template: Full-Time
One record. Every key date, status, and sign-off in one place.
Maintain a single source of truth for every departing employee. Track the real-time progress of their exit lifecycle with full visibility into departmental bottlenecks.
- Initiated at, termination date, last working date
- Exit reason categorisation (resignation, termination, etc.)
- Exit interview date and notes captured
- Clearance status: Not Started → In Progress → Cleared / Blocked
- Clearance sign-off with named signatory and timestamp
- Final settlement payroll run linked to record
Initiated
12 Mar 2026
Termination
30 Mar 2026
Electronically signed and verified by
Sarah Jenkins
Head of People & Culture
Exit without leaving loose ends.
Close the loop on asset management and terminal benefits. Automatically reconcile company property and ensure final payouts are 100% accurate and compliant.
- Asset assignments flagged for return on offboarding initiation
- Overdue asset return tracked automatically
- Final settlement payroll run with prorated pay and benefits
- Completion recorded when all tasks done and clearance signed
- Overdue task alerting for managers
- Exit reason analytics for HR trend analysis
Asset Return Tracking
MacBook Pro 14"
Tag: OB-LAP-0042
iPad Pro 11"
Tag: OB-TAB-015
8 of 9 clearance tasks completed
Compliance Metrics
Manage the exit lifecycle.
Offboarding Pipeline
Real-time overview of all active employee exits.
Overdue Tasks
Identify departmental delays in the offboarding process.
Exit Reason Breakdown
Analyse trends in why employees are leaving your company.
Exits, managed perfectly.
Ready to structure your offboarding process?
Protect your company and provide a professional exit experience for your employees.