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Offboarding Workflow

Comprehensive employee exit process with knowledge transfer, access revocation, and exit interview analysis

Complexity: Moderate | Duration: 15-30m | Category: Professional/Hr

Tags: #offboarding #exit #knowledge-transfer #security #analytics

Workflow Diagram​

Steps​

Step 1: Create offboarding timeline​

Agent: hr

specialist - Generate task list with deadlines

Step 2: Schedule exit interview​

Agent: hr

specialist - Book final conversation with departing employee

Step 3: Knowledge transfer​

Agent: knowledge

management-specialist - Document critical knowledge, handoffs

Step 4: Revoke system access​

Agent: it

operations-manager - Remove all IT access on final day

Step 5: Collect company property​

Agent: hr

specialist - Track return of laptop, badges, etc.

Step 6: Process final payroll​

Agent: hr

specialist - Calculate final pay, PTO payout, benefits

Step 7: Analyze exit data​

Agent: data

analyst - Extract insights for retention improvements

Usage​

To execute this workflow:

/workflow professional/hr/offboarding-workflow.workflow

See other workflows in this category for related automation patterns.