Loading patterns…
Automatically cut access, recover assets, and close loops when an employee or contractor leaves. Cleanup that's boring when it works and catastrophic when it doesn't.
Rendering diagram…
Use offboarding orchestration any time the cost of lingering access is non-trivial:
Even in a small company, this can't be manual — it gets forgotten and becomes an audit finding or a breach vector.
HR marks someone as terminated with an effective date and time. The workflow fans out to every department with offboarding responsibilities:
Each lane is tracked. The workflow completes only when every lane confirms done. Incomplete lanes escalate loudly — a laptop that never came back is a known asset, not a mystery.
Involuntary terminations need a different timing than voluntary. Access must be cut before the person is told, not after. Design two flows, not one.
Every SaaS, every internal system, every shared credential. If you can't list it, you can't offboard from it. This alone typically uncovers long-tail tools no one was tracking.
Per role, per employee, what do they have? SCIM, SSO, IAM — whatever your setup, the source of truth must be queryable.
Anything behind SCIM or SAML deprovisions automatically. Where manual steps remain, make them tasks in a tracking system with owners and deadlines. "Send email to vendor X" is fine — just track it.
Voluntary: deprovision at end of last working day. Involuntary: deprovision before the conversation — use HR's advance notice and automate the cut at a scheduled time.
At the end, generate a report: what was revoked, what was pending, what timed out. Close the loop explicitly. If anything is still pending 48 hours later, escalate to the manager's manager.
Coordinate the multi-department new-hire onboarding process — from IT provisioning and HR paperwork to manager introductions and training enrollment. Ensure nothing falls through the cracks.
Allow customers to register, provide required documentation, and get verified through an automated workflow. Reduce manual intake work while maintaining KYC and compliance requirements.