Exit process and asset recovery workflow automation

Purpose

1. Automate employee exit process for food machinery supplier wholesale, covering clearance, deactivation, asset return, notifications, and regulatory documentation.

2. Automates HR, IT, facilities, finance, and compliance tasks triggered when offboarding is initiated, minimizing manual effort, errors, cost, and risk.

3. Automating secure recovery of uniforms, access cards, keys, tools, laptops, and sensitive proprietary materials, ensuring assets are returned and accounted for.

4. Automates final payroll, benefits cancellation, user account deprovisioning, and compliance documentation archiving.

Trigger Conditions

1. Exit process triggered by HR marking employee as terminated in HRIS.

2. Automated trigger on resignation acceptance or contract end.

3. Asset recovery initiates on IT detecting offboarding status change.

4. Automates process on completion of exit interview.

Platform Variants

1. BambooHR

• Feature/Setting: Webhooks & Employee Terminated API — automate outbound triggers on exit status.
  

2. Okta

• Feature/Setting: User Deprovisioning API — automates removing user from systems and access groups.
  

3. ServiceNow

• Feature/Setting: Flow Designer/Asset Management Module — automates IT device return ticket and clearance workflow.
  

4. Zendesk

• Feature/Setting: Triggers and Automations — automates notifications to HR, facilities, and IT.
  

5. Microsoft Power Automate

• Feature/Setting: Scheduled Flows — automating task assignment and document collection reminders.
  

6. Active Directory (AD)

• Feature/Setting: User Disable API — automates disabling user accounts.
  

7. Salesforce

• Feature/Setting: Process Builder — automating exit checklist and record updates in employee files.
  

8. Google Workspace Admin Console

• Feature/Setting: Directory API — automates account suspension and email transfer.
  

9. Slack

• Feature/Setting: Workflow Builder/API — automates notifying channels and revoking Slack access.
  

10. Proofpoint

• Feature/Setting: Targeted Attack Protection API — automates email quarantine and monitoring.
  

11. DocuSign

• Feature/Setting: Envelope Templates and API — automates sending and collecting digital exit documents.
  

12. Trello

• Feature/Setting: Butler Automation — automates creating and assigning offboarding checklists.
  

13. Keeper Security

• Feature/Setting: Automated Vault Offboarding — automates revoking password vault access.
  

14. GitHub

• Feature/Setting: Admin API — automates revoking repository and org access for developers.
  

15. Smartsheet

• Feature/Setting: Workflow Automation — automates tracking return of assets and HR clearance form sign-offs.
  

16. SAP SuccessFactors

• Feature/Setting: Intelligent Services Events — automate the launch of separation workflows and notifications.
  

17. SendGrid

• Feature/Setting: Automated Emails (API) — automates sending exit confirmation and asset return instructions.
  

18. PagerDuty

• Feature/Setting: Event Orchestrations — automates escalation for overdue asset recovery or process bottlenecks.
  

19. Zoom

• Feature/Setting: User Management API — automates user license removal post exit.
  

20. Box

• Feature/Setting: Automation API — automates unsharing and archiving of files owned by departing employees.
  

Benefits

1. Automates error-free exit process, enforces compliance, and speeds up HR, IT, and asset recovery tasks.

2. Automated handoff and notifications eliminate delays and manual tracking.

3. Automator reduces risk of unreturned assets, data leaks, and regulatory violations.

4. Automating audit trails for all actions, ensuring evidence for compliance checks.

5. Automatable integrations future-proof processes and enable reliable, scalable workforce management.