Human Resources & Workforce Management AutomationPurpose
1.2. Automates the collection of exit feedback, final payroll processing, equipment retrieval, benefits disengagement, and knowledge handover.
1.3. Ensures automated workflows for task handoff, policy acknowledgement, and document archiving required for regulated construction operations and workforce transitions.
Trigger Conditions
2.2. Automation trigger via an API call from HR ticketing systems, or receipt of a digital offboarding checklist form.
2.3. Scheduled automation based on an end date in workforce scheduling or project management platforms.
Platform Variants
3.1. BambooHR
• Feature/Setting: Automate webhook event on employee termination; configure webhook to push data to offboarding workflow automation via BambooHR API.
3.2. ADP Workforce Now
• Feature/Setting: Automates exit event trigger; setup ADP Webhooks for termination, linked to offboarding workflow API endpoint.
3.3. Microsoft Power Automate
• Feature/Setting: Automate with “When a row is modified” in SharePoint HR list; automate flow to distribute exit forms and revoke permissions.
3.4. Slack
• Feature/Setting: Automate Slack API “users.admin.setInactive” to remove access and automated message to manager channels upon offboarding.
3.5. Google Workspace
• Feature/Setting: Automation via Admin SDK Directory API “users.delete” to deactivate account or set up automated access suspension.
3.6. Okta
• Feature/Setting: Automate via Okta API “Deactivate User” endpoint when staff offboarding triggers; automate removal of SSO access.
3.7. Trello
• Feature/Setting: Automation using Butler to create offboarding checklists; moves card to “Exit Complete” when all tasks are automatedly done.
3.8. DocuSign
• Feature/Setting: Automate sending of separation agreements and NDAs via DocuSign API “Envelopes: create” function on offboarding.
3.9. Microsoft Teams
• Feature/Setting: Automate Teams API to remove user from construction communication channels upon automated offboarding event.
3.10. Zendesk
• Feature/Setting: Automation using Zendesk API “users.delete” to deactivate access and auto-notify IT teams.
3.11. Asana
• Feature/Setting: Automate task assignment for exit checklist using Asana API “Tasks: create”; automate reminders to stakeholders.
3.12. Salesforce
• Feature/Setting: Automated workflow to flag contact as “Former Employee” and update related objects using Salesforce Flow.
3.13. ServiceNow
• Feature/Setting: Automate creation of offboarding tickets and track workflow status using ServiceNow “Table API”.
3.14. Workday
• Feature/Setting: Automates offboarding business process on worker termination using Workday Public Web Services API.
3.15. Zoom
• Feature/Setting: Uses Zoom API “Delete a user” endpoint to automate license release and account deactivation.
3.16. LastPass
• Feature/Setting: Automate user removal and credential resets via LastPass Enterprise API “delete user”.
3.17. Kronos Workforce Ready
• Feature/Setting: Automates timecard closeout and access removal via Kronos REST API on termination event.
3.18. SendGrid
• Feature/Setting: Automate sending of exit survey and HR notifications using SendGrid API “mail/send” endpoint.
3.19. Jira
• Feature/Setting: Automates creation of offboarding issues for IT/Facilities with Jira REST “Issue Create” API.
3.20. Paychex
• Feature/Setting: Automated payroll termination processing and benefits stoppage via Paychex API.
Benefits
4.2. Automates completion of all exit procedures, reducing manual errors and risk.
4.3. Automatedly improves security by instantly revoking all digital and onsite access.
4.4. Automates employee feedback collection, enabling HR to optimize retention.
4.5. Accelerates offboarding time by automating task allocation and follow-up.
4.6. Increases transparency by automatedly tracking offboarding status for all stakeholders.
4.7. Reduces potential for data leaks via automated credential and access removal.