Human Resources & TrainingPurpose
1.2. Automatically coordinate access revocation, equipment return, payroll updates, legal compliance, exit interviews, and knowledge transfer.
1.3. Minimize manual HR intervention, reduce risks related to security and compliance, and accelerate offboarding timeline.
Trigger Conditions
2.2. HR manager approval of offboarding workflow.
2.3. Scheduled employee end date reached.
2.4. Flagged event in access control or compliance module.
Platform Variants
3.1. BambooHR
• Feature/Setting: Webhook or API v1.0 - trigger offboarding on status change (POST /employees/statusChange).
• Sample: Configure webhook for ‘terminated’ event; payload sends employee ID to workflow.
3.2. Workday
• Feature/Setting: Workday Web Services (WWS) API - Employee Termination event.
• Sample: Listen for "Terminate Worker" event via SOAP endpoint.
3.3. SAP SuccessFactors
• Feature/Setting: Employee Central APIs - Job Info Change Notification.
• Sample: Configure notification for "event reason code: separation".
3.4. Okta
• Feature/Setting: Lifecycle Management API - Deactivate User (POST /users/{id}/lifecycle/deactivate).
• Sample: Auto-revoke SSO access upon HR event.
3.5. Microsoft Azure Active Directory
• Feature/Setting: Graph API - Disable User Account (PATCH /users/{id} set accountEnabled:false).
• Sample: Script runs on employee final date.
3.6. Google Workspace
• Feature/Setting: Admin SDK Directory API - Patch User Suspension (PATCH /admin/directory/v1/users/userKey suspend:true).
• Sample: Integrated with HRMS exit status.
3.7. Slack
• Feature/Setting: Admin API - Remove User or Revoke Tokens (POST /admin.users.remove).
• Sample: Credential removal upon employee separation signal.
3.8. Salesforce
• Feature/Setting: REST API - User Deactivation (PATCH /services/data/vXX.X/sobjects/User/{userId}).
• Sample: Integrated update when exit in HRMS.
3.9. Zoom
• Feature/Setting: User Management API - Delete User (DELETE /users/{userId}).
• Sample: Event-driven termination.
3.10. Asana
• Feature/Setting: User Deactivation API (DELETE /users/user-id).
• Sample: Offboarding automation disables access to project data.
3.11. Jira
• Feature/Setting: REST API - User Deactivation (DELETE /user?accountId=xyz).
• Sample: Tied to HRMS event.
3.12. DocuSign
• Feature/Setting: User Management API - Delete or Deactivate User (DELETE /v2/accounts/{accountId}/users/{userId}).
• Sample: Automated removal after offboarding approval.
3.13. ServiceNow
• Feature/Setting: API - Automated Incident/Ticket Capture (POST /api/now/table/incident).
• Sample: Auto-create tasks for IT equipment return.
3.14. Zendesk
• Feature/Setting: API - Deactivate End User (PUT /api/v2/users/{id}).
• Sample: Offboarding disables tickets and portals.
3.15. Box
• Feature/Setting: Users API - Remove User (DELETE /users/{userId}).
• Sample: File access revoked on separation.
3.16. Dropbox Business
• Feature/Setting: Members API - Remove Member (POST /team/members/remove).
• Sample: Linked to ‘termination’ flag in workflow.
3.17. ADP
• Feature/Setting: Workforce Now API - Terminate Employee (POST /v1/workers/{employeeId}/terminate).
• Sample: Automates payroll and benefits finalization.
3.18. Greenhouse
• Feature/Setting: API - End Employment (POST /v1/employees/{id}/terminate).
• Sample: Separation syncs with recruiting team.
3.19. Monday.com
• Feature/Setting: Users API - Deactivate User (POST /users/{user_id}/deactivate).
• Sample: Automated board access removal.
3.20. Trello
• Feature/Setting: API - Remove Member from Board (DELETE /boards/{boardId}/members/{userId}).
• Sample: Removes user from all boards via offboarding trigger.
Benefits
4.2. Maintains regulatory compliance for sensitive alcohol manufacturing data.
4.3. Lowers risk of IP leakage and equipment loss.
4.4. Speeds up offboarding timeline, freeing HR capacity.
4.5. Documents and tracks every offboarding step for audits.
4.6. Seamlessly integrates with existing corporate IT, HR, and collaboration tools.