Employee offboarding and exit checklist automation

Purpose

1.1. Automate the end-to-end employee offboarding and corporate exit checklist for staff departing an aircraft manufacturer, covering notifications, IT access revocation, asset recovery, compliance, knowledge transfer, payroll updates, and documentation.
1.2. Ensure regulatory compliance, protect proprietary aviation data, streamline HR labor, and provide a secure, standardized exit process specific to the aviation sector.
1.3. Eliminate manual errors by auto-initiating tasks, tracking completion, generating audit logs, and updating all connected systems instantly.

Trigger Conditions

2.1. Entry of final working date in HRMS (e.g., Workday, BambooHR).
2.2. Submission of offboarding form via HR portal (e.g., ServiceNow, SAP SuccessFactors).
2.3. Receipt of resignation email/notification in corporate email (e.g., Microsoft 365, GSuite).
2.4. Supervisory approval of resignation in corporate workflow (e.g., Jira, Asana).
2.5. External API trigger from internal command center or security platform (e.g., Okta, Auth0).

Platform Variants

3.1. Workday
• Feature/Setting: Business Process Flow API; On final day entry, POST event triggers offboarding checklist workflow.
3.2. BambooHR
• Feature/Setting: Webhooks; On termination, sends payload to automation endpoint.
3.3. ServiceNow
• Feature/Setting: Flow Designer; Auto-generates incidents/tasks for each offboarding step.
3.4. SAP SuccessFactors
• Feature/Setting: Intelligent Services; Event link to trigger notification chain and cascade actions.
3.5. Microsoft 365
• Feature/Setting: Graph API; Automatically disables user account and schedules mailbox delegation/export.
3.6. GSuite (Google Workspace)
• Feature/Setting: Admin SDK; Suspend user, transfer Drive ownership, and forward email.
3.7. Okta
• Feature/Setting: Lifecycle Management API; Initiate remote session termination and group removals.
3.8. Auth0
• Feature/Setting: Management API; Revoke tokens and log user activity for audit.
3.9. Jira
• Feature/Setting: Automation for Jira; Auto-create offboarding sub-tasks for IT, finance, and facilities.
3.10. Asana
• Feature/Setting: Asana API; Generates templated project for offboarding and assigns to stakeholders.
3.11. Slack
• Feature/Setting: Workflow Builder; DM notifications to team, archive direct messages, and remove from channels.
3.12. Zendesk
• Feature/Setting: Triggers; Reassign open tickets and deactivate agent seat.
3.13. Salesforce
• Feature/Setting: Process Builder/Flow; Transfer leads/accounts, revoke CRM access, trigger audit export.
3.14. DocuSign
• Feature/Setting: eSignature API; Auto-send NDAs/exit documents to be digitally executed and archived.
3.15. Zoom
• Feature/Setting: Admin API; Remove licenses, export recordings, and disable user.
3.16. Dropbox Business
• Feature/Setting: Team API; Transfer or delete user files, remove access to shared folders.
3.17. Trello
• Feature/Setting: Power-Up API; Remove former employee from boards and handoff cards.
3.18. AWS IAM
• Feature/Setting: Delete/disable programmatic and console access keys via API.
3.19. LinkedIn Talent Hub
• Feature/Setting: Integrations API; Archive user and trigger exit survey workflow.
3.20. PagerDuty
• Feature/Setting: REST API; Remove user from on-call rotation and resolve open incidents.
3.21. Airwatch (VMware Workspace ONE)
• Feature/Setting: Automation Connector; Remote wipe and unenroll mobile devices.
3.22. SAP S/4HANA
• Feature/Setting: Business Events; Auto-generate final payroll and benefits reconciliation.

Benefits

4.1. Accelerates secure offboarding—reduces risk of unauthorized data/code access specific to aircraft engineering and aviation IP.
4.2. Lowers HR and IT workload by up to 80%.
4.3. Maintains audit-compliant records tailored for aviation regulatory standards.
4.4. Improves coordination between departments—IT, facilities, HR, and legal—without manual intervention.
4.5. Enhances departing employee experience and ensures no step is missed in complex aircraft manufacturing environments.