Skip to content
futureagent

HR and recruitingAutomation

Employee offboarding

When a departure is logged in BambooHR, the agent prepares the offboarding checklist (accounts to close, equipment to collect, remaining leave, end-of-contract documents), sends it to each person in charge and follows up on every item until the last day.

Use this template

€3 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Whenever a departure is logged

  1. 1Read. Leaving date, role, equipment issued.
  2. 2Prepare. Checklist for each person in charge.
  3. 3Follow up. Reminders until the last day.

Sample deliverable

Julien Morel leaving on November 30

  • IT: close Google Workspace, Slack, HubSpot (3 accounts).
  • Equipment: MacBook Pro and badge.
  • HR: certificate of employment, final pay statement, unemployment benefits certificate.
  • Word: Offboarding checklist
  • Message: Items still to do

Connectors

  • BambooHRBambooHR: read upcoming departures
  • GmailGmail: send tasks and reminders

Already set up for you

Reminders
Every Monday until the leaving date

What you'll be asked

  • Who handles IT, equipment and payroll?

Who it's for

About 3 runs a month, standard business logic and 6 actions per run (generated files, emails sent): Micro tier.

Learn more

In the same category