Exit Interview & Offboarding Checklist Automation
A done-for-you HR automation built for the Offboarding Coordinator, connecting Slack so the work below happens on its own.
What this automation does, step by step
The moment a termination date is entered into the HR system, this automation schedules an exit interview on the departing employee's calendar, sends IT and facilities a checklist to disable system access and collect keys, badges, and equipment on the last day, and notifies payroll to process the final paycheck according to state requirements.
Nothing depends on the offboarding coordinator remembering to loop in three different departments by email.
Accounts that used to stay active for days or weeks after an employee's last day, a real security exposure, now get disabled on schedule every time, and the final paycheck goes out without a scramble.
- Zapier or Make.com
- BambooHR
- Slack
- Gusto
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means an offboarding coordinator re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Interview scheduling without email ping-pong
- New hire paperwork and account setup before day one
- Certification and license expiration alerts
- Timesheet and time-off workflows that route themselves
Often built alongside this one
Job Posting & Multi-Platform Applicant Tracker
When a new position is approved, the job description is automatically posted to LinkedIn, Indeed, and the company careers page simultaneously, and…
Interview Scheduling & Candidate Communication System
Once a candidate advances to the interview stage, this automation sends them a self-scheduling link, confirms the interview time automatically…
New Hire Document Collection & Orientation Workflow
The moment a new hire accepts an offer, they automatically receive a welcome email with a link to complete their I-9, direct deposit form, benefits…
Timesheet Collection & Exception Alert System
A weekly reminder goes to every hourly employee on Monday morning to submit their timesheet, and a follow-up goes to anyone who hasn't submitted by…
Performance Review Cycle Manager
Ninety days before the annual review cycle, this automation sends managers a schedule of their direct reports' review dates with self-evaluation…
New Hire Paperwork & Equipment Provisioning Sequence
The instant a candidate accepts an offer inside the ATS, this automation triggers I-9, W-4, and benefits enrollment forms for e-signature, sent…