Clean Exits, Every Time
Offboarding turns a chaotic last-week scramble into a structured handoff. Customizable checklists, asset recovery tracking, access revocation, exit interviews, and knowledge transfer workflows — with the compliance documentation HR and IT need to close the loop.
What Offboarding Helps You Do
Six everyday actions for HR, IT, managers, and the departing employee.
Build Exit Plans
Configure plans by role, employment type, or exit reason. Voluntary, involuntary, retirement, and contractor end-dates each get their own checklist.
Recover Assets
Laptops, badges, keys, parking passes, company phones — tracked through return with status, ship-back labels, and confirmation.
Revoke Access
System access, email, SSO, group memberships — revocation tracked task-by-task so nothing lingers after the last day.
Run Exit Interviews
Structured exit interview forms, anonymized aggregation, and trend reporting so HR catches what employees say on the way out.
Transfer Knowledge
Handoff tasks — documentation, transition meetings, account ownership — assigned to the departing employee and the receiving teammate.
Document For Compliance
Every step timestamped, every signature captured. Final pay, COBRA notices, separation agreements — all routed to HR Files with audit-ready retention.
One App, Four Audiences
For HR & People Ops
Plan templates, exit workflows, compliance documentation, and analytics on why employees leave.
- Plan templates — voluntary, involuntary, retirement, contractor end.
- Exit interview management — structured forms, anonymized rollup, trend analytics.
- Compliance documentation — final pay confirmations, COBRA, separation agreements.
- Last-day automation — disable access, archive accounts, transfer ownership on schedule.
For IT
A clear queue of access-revocation tasks tied to the exit timeline.
- Access revocation checklist — every system the employee touched.
- Equipment return tracking — laptops, peripherals, mobile devices, security keys.
- Account transfer — file ownership, mailbox forwarding, group memberships.
- Last-day cutover — clean handoff that doesn't leave orphaned access.
For Managers
Manager checklist and knowledge-transfer workflow so the team isn't surprised on Monday.
- Manager checklist — handoff meetings, documentation review, replacement plan.
- Knowledge transfer tasks — assigned to departing employee and receiving teammate.
- Team communication — announce the departure with the right messaging and timing.
- Reference and rehire eligibility — captured for future HR reference.
For Departing Employees
A clear, respectful exit experience that closes the loop on everything.
- Personal exit checklist — assets to return, knowledge to transfer, paperwork to sign.
- Final pay & benefits info — last paycheck, PTO payout, COBRA, 401(k) details.
- Exit interview — optional feedback that goes to HR aggregated, not to managers.
- Document downloads — pay stubs, W-2 access, separation agreement copies.
How An Exit Moves Through The System
Offboarding In Practice
A practical scope check: what the app covers, which controls matter, and the workflows teams usually run first.
Core workflow
Process employee resignations with multi-level approval workflows and policy-based notice periods.
Controls that matter
Resignation Workflow includes Employee self-service resignation submission and Configurable approval levels (manager-only, manager+HR, manager+dept-head+HR).
Scope and specs
Useful specs: Max template duration: 365 days; Max approval levels: 3 (manager, dept head, HR); Knowledge transfer sections (default): 8.
Employee resignation
An employee submits their resignation online. The system calculates the notice period from policy, routes approval through manager and HR, then auto-creates an offboarding plan.
IT access revocation
The offboarding plan includes automated tasks for revoking system access, collecting equipment, and disabling accounts on the employee's last day.
Knowledge transfer
A departing senior engineer documents their responsibilities, ongoing projects, and key contacts using a structured knowledge transfer template reviewed by their supervisor.
Connected To The Rest Of MangoApps
→ Employee Data
Employee class, location, manager, employment type, and tenure drive the right exit plan and compliance workflow.
See Employee Data→ HR Files
Separation agreements, final pay confirmations, exit interview records — all archived with the right retention and access controls.
See HR Files→ Payroll Connect
Final paycheck, PTO payout, and termination effective dates push to ADP, Gusto, Workday, and others without manual reconciliation.
See Payroll Connect→ Benefits
COBRA notices, 401(k) rollover info, and benefits termination dates handled inside the same record.
See Benefits→ Tasks
Manager and IT checklist items live as tasks with assignees, due dates, and reminders inside the workspace.
See Tasks→ Former Employee AI
Post-exit, former employees can still ask about pay stubs, W-2s, and benefits info through a dedicated read-only agent.
See Former Employee AIREPLACES POINT TOOLS
One offboarding flow in place of the IT-and-HR scramble
Most exits run as a chaotic last-week email chain — HR closes out paperwork, IT figures out access revocation, the manager hunts for laptops, and nothing connects. Offboarding retires that — with a single workflow that spans HR, IT, and the manager.
BambooHR Offboarding
HRIS-bundled offboarding
- IT access revocation tied to the same workflow as HR document collection — not a separate ticket somebody has to remember to file
- Asset recovery tracking with mailing labels, replacement value, and chase rules — not a column in a spreadsheet
- Same per-employee suite license covers offboarding AND every other module — not a BambooHR seat per admin
Lattice Offboarding
People-platform offboarding module
- Exit interview, knowledge transfer, and asset return in one checklist — not three separate Lattice surveys
- Manager and HR checklists run in parallel with role-based handoffs — not a single linear flow that blocks on one step
- Former-employee read-only access (pay stubs, W-2s) handled by a paired AI agent post-exit
Talkpush exit experience
Standalone exit-experience tools
- Exit interview integrates with HR records, not a survey vendor that exports CSVs to a folder no one reads
- Knowledge transfer workflows hand off ownership of documents, workspaces, and projects automatically
- Audit-ready records suited to wrongful-termination reviews, not just a "thanks for your feedback" email
IT ticket + HR checklist + Excel
The DIY offboarding stack
- One workflow spans HR document collection, IT access revocation, and asset recovery — no parallel queues
- SLA tracking on every step — laptops returned, access revoked, COBRA notice sent, exit interview completed
- Compliance documentation captured automatically for HR, IT, and Legal — not pieced together months later
PLATFORM LEVERAGE
Offboarding inherits everything else MangoApps already does
A point offboarding tool has to build, buy, or integrate each of these. Offboarding gets them for free because the platform already runs them.
Identity & access revocation
Termination triggers SSO deprovisioning across MangoApps and connected SCIM-supported apps — no separate IT ticket to chase.
HRIS-driven exit workflows
Manager, role, location, and tenure pull from the HRIS to assemble the right checklist — no manual template selection.
Translation in 100+ languages
Exit interviews, knowledge transfer prompts, and final-pay documents translate inline so global employees offboard in their preferred language.
Audit log & retention
Every termination step, asset return, and access revocation lands in the same audit log eDiscovery and Legal already use — wrongful-term ready.
Mobile app & secure handoff
Departing employees complete exit interviews, return assets, and view final pay info from the branded mobile app — even after corporate email is disabled.
Workflow & automation
A termination kicks off IT revocation, asset recovery, document collection, and COBRA notice — using one automation engine across HR + IT.
INDUSTRY FIT
Built for the industries where clean exits actually matter
Offboarding is the exit playbook for organizations whose departures span IT access, physical assets, credentials, and compliance documentation — at volume.
Retail
High-turnover store associates exit cleanly — uniforms returned, store access revoked, final pay confirmed, all from a single workflow.
Healthcare
Clinical staff exits capture credential surrender, badge revocation, and patient-record handoffs with the documentation an audit needs.
Manufacturing
Plant-floor exits recover PPE, badges, and lockout keys; revoke machine-credential access; and capture safety acknowledgement closeouts.
Financial Services
Regulated-role exits with U5 filing prep, garden-leave configuration, and immediate access revocation — with the audit trail regulators expect.
Technology
Engineering exits with laptop return, code-repo deprovisioning, source- ownership handoffs, and SaaS-license recovery in one workflow.
Public Sector
Classification-aware exits, union notification, equipment return, and FOIA-relevant record retention — meeting agency offboarding standards.
WHY MANGOAPPS WINS
One platform beats a stack of point solutions on every axis
The argument finance, security, IT, and HR all share — and the one an offboarding point tool structurally cannot answer.
Cheaper than the stack
One per-employee suite license replaces BambooHR + IT access tool + exit-survey vendor + asset recovery tracker — and the bill stops growing.
More secure
SSO deprovisioning, SCIM revocation, and credential surrender run from one place — no orphan accounts left behind in a side system.
Easier to deploy
Already deployed if you have MangoApps. Configure exit templates, map manager workflows, and run your first clean exit the same week.
Easier to use
Departing employees, managers, and HR run the exit from one app — no five separate emails, tickets, and surveys.
Easier to manage
One admin surface for exit templates, asset recovery rules, and IT revocation policies — not three queues across HR, IT, and IT Asset Mgmt.
Easier to extend
A termination can trigger COBRA notices, knowledge-transfer workflows, and a former-employee read-only account — using one automation engine.
AI is actually better
Former Employee AI answers "where's my W-2?" and "how do I get my final pay stub?" post-exit using the read-only HR record — governed by the same permission model.
Customer Success
How Customers Use It
Customer Case Studies
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Customer Case Studies
Customer Case Studies
Customer Case Studies
Customer Case Studies
The MangoApps team is really responsive. Any questions get answered immediately. And they didn’t overpromise—they’ve delivered exactly what they said they would. The customer service really stands out.
Alison van Zijl
Head of Human Resources
Full House
Frequently Asked Questions
A resignation, termination, retirement, or contract end is recorded in Employee Data — and the offboarding plan kicks off automatically. HR can also start offboarding manually when needed.
Yes. Plan templates support voluntary resignation, involuntary termination, retirement, and contractor end-dates — each with the right checklist, communication tone, and compliance paperwork.
Equipment is inventoried per employee — laptop, badge, keys, peripherals, mobile devices. Each item gets a return status, ship-back label where needed, and confirmation when received. IT sees the queue; managers see their team's status.
A revocation checklist enumerates every system the employee touched. IT checks off each access removal with timestamp. Account transfer (file ownership, mailbox forwarding, group memberships) is part of the same flow.
Yes. Structured exit interview forms with optional anonymity. Responses aggregate into trend reports so HR can spot patterns without exposing individual feedback to managers.
Final pay confirmations route through Payroll Connect, COBRA and benefits termination through Benefits, and all documentation (separation agreement, final pay confirmation, exit interview record) lands in HR Files with audit-ready retention.
The record is archived rather than deleted — required for compliance, references, and rehire eligibility. Former employees can still access pay stubs and W-2s through the Former Employee AI agent and a limited self-service portal.
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