OffboardCompliance

Offboarding and access revocation

Closes the employee record, revokes access on time, and captures the exit conversation while it is still useful.

Tools

BambooHR, Google Calendar, Asana, Notion, Slack

Outcomes

No accounts left open • Exit notes captured on time • Recurring themes logged

Documentation

Instruction-ready detail below

Offboarding is the workflow that gets dropped, and the cost shows up months later. Email, code repositories, and shared drives stay open because nobody owns a revocation list, credentials in personal accounts are never collected, and the exit conversation happens weeks after the person has left. This workflow starts when a resignation is recorded. It builds the list of every account still assigned to that person, gives each one an owner and a due date, and lines the revocation up with the last working day rather than a convenient week later. In parallel, the exit conversation is scheduled while the person can still answer properly, and the notes are grouped into themes alongside the work those themes point at. A human still decides what happens to shared files and personal credentials, and chooses which themes are safe to share more widely. The workflow closes the record on time and keeps the learning; it does not replace the conversation.

Automations

Choose the setup that matches your tools.

Problem this workflow solves

Access to email, code repositories, and shared drives frequently outlives the person who held it because nobody owns a revocation list. Exit interviews slip past the point where answers are useful, so the same problems get rediscovered every year.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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