Exit interview and asset return workflow

Purpose

1.1. Ensure all departing staff in agricultural machinery manufacturing properly complete exit interviews and return company assets.
1.2. Automate notifications, feedback collection, asset return tracking, approvals, and HR documentation, meeting compliance requirements and minimizing asset loss.

Trigger Conditions

2.1. HR initiates termination or resignation process in central HRIS.
2.2. Line manager submits employee offboarding request.
2.3. Scheduled workforce audit detects upcoming contract end date.

Platform Variants

3.1. Workday
• Feature/Setting: Create Custom Business Process; triggers exit checklist and notification upon offboarding event.
3.2. SAP SuccessFactors
• Feature/Setting: Intelligent Services Event for Termination, configured to notify managers and IT via integration.
3.3. BambooHR
• Feature/Setting: Webhook for Employee Status Change; calls API to launch asset checklist and survey.
3.4. Microsoft Power Automate
• Feature/Setting: Template for “When Employee Leaves Company”; routes tasks to facilities and IT.
3.5. Google Workspace
• Feature/Setting: Directory API for user suspension and asset list trigger.
3.6. Okta
• Feature/Setting: Workflow Connector; automatically disables access, logs actions, and sends HR confirmation.
3.7. ServiceNow
• Feature/Setting: HR Service Delivery exit workflow, generating automated asset collection tickets.
3.8. Salesforce
• Feature/Setting: Platform Event triggers, auto-send satisfaction surveys and IT notifications.
3.9. Zendesk
• Feature/Setting: Ticket Automation; assigns asset return tasks to facilities via triggers.
3.10. DocuSign
• Feature/Setting: ESIGN API; schedules sign-off on exit forms and digital asset agreements.
3.11. Twilio
• Feature/Setting: SMS API for checklists, reminders to return IDs or machinery keys, automated follow-ups.
3.12. Slack
• Feature/Setting: Workflow Builder; posts messages to asset custodians, updates HR channels.
3.13. SendGrid
• Feature/Setting: Automated transactional mail for exit surveys and asset instructions.
3.14. Asana
• Feature/Setting: Rule-based project board auto-populates exit tasks for each offboarding event.
3.15. Jira
• Feature/Setting: Automation Rules; creates issue for asset tracking and approval routing.
3.16. DocuWare
• Feature/Setting: Workflow automation for storing signed exit documents and asset receipts.
3.17. SharePoint
• Feature/Setting: Power Automate Connector to move exit forms and asset logs into secure folders.
3.18. Freshservice
• Feature/Setting: Orchestrator Tasks for deprovisioning and hardware return workflows.
3.19. Box
• Feature/Setting: Webhook or API driven folder archiving of ex-employee documents and acknowledgements.
3.20. Zapier
• Feature/Setting: Multi-step zap; listens for HRIS webhook, chains asset logging and feedback collection via forms.

Benefits

4.1. Accelerates offboarding, ensuring no manual checklist is missed.
4.2. Reduces asset losses by automating accountability and reminders.
4.3. Ensures legal and policy compliance via automated documentation.
4.4. Improves data quality with digital logs for audits and HR reporting.
4.5. Enhances employee experience with timely, clear communication on exit steps.