Offboarding
Structured employee exit process with automated tasks.
MangoApps
Overview
Offboarding gives HR and people teams a structured, compliant way to manage every employee departure — voluntary, involuntary, retirement, layoff, or end-of-contract — from the first resignation notice to the final access revocation. Employees submit resignations through self-service, with policy-based notice-period calculation and configurable manager and HR approval routing. Approved departures automatically generate an offboarding plan: customizable task checklists grouped by department (IT, HR, Facilities, Payroll, Legal), task priorities, due dates, and a completion dashboard. Built-in workflows cover same-day access revocation, equipment return with Asset Pro tracking, structured exit interviews with NPS scoring and aggregated analytics, and section-based knowledge transfer with successor verification. For compliance-heavy separations, a guided wizard produces separation agreements with ADEA/OWBPA and state-specific clauses, generates WARN Act notices, and tracks a SOX/SOC termination SLA with tiered escalation and an append-only audit log. Group terminations, an inbound Merge.dev HRIS webhook, a time-limited former-employee portal, PDF and CSV export, and an Ask AI assistant round out a complete, audit-ready exit-management platform.
Highlights
Capabilities
Resignation Workflow
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Employee self-service resignation submission
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Configurable approval levels (manager-only, manager+HR, manager+dept-head+HR)
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Notice period calculation from role/tenure policy
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Cascade approval — admins can approve all levels in one step
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Resignation withdrawal with reason
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Resignation types: voluntary, retirement, relocation, career change, other
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Custom resignation types and reasons per business
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Email notifications at each approval stage In-app notifications only; mailer disabled
Offboarding Plans
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Plan types: voluntary, involuntary, retirement, end-of-contract, layoff
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Auto-create plan on resignation approval
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Draft → active → completed lifecycle with status guards
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Task grouping by department (IT, HR, Facilities, Payroll, Legal, Finance)
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Task priorities: critical, high, medium, low
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Completion-percentage tracking with progress dashboard
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Employee self-service portal with task list and document view
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Former Employee Portal with time-limited post-separation access
Task Templates
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System and custom offboarding templates
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Template types: voluntary, involuntary, retirement, layoff, end-of-contract, custom
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Role-level variants: entry, mid, senior, executive
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Department-specific task templates
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Task types: access revocation, equipment return, documentation, knowledge transfer, exit interview, compliance, final paperwork, benefits termination
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Forms app integration — attach a form to any task
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AI-generated task templates Planned feature
Asset & Access Revocation
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One-click MangoApps account deactivation on last working day
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Automated daily access revocation job (runs at last working day)
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Access audit report with systems, physical items, and equipment
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Asset Pro integration — view and track assigned assets in plan
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Personal email and phone verification for post-separation portal
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Third-party system integrations (Okta, AD, HRMS) MangoApps system only; external via task workflow
Exit Interviews
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Default question set (reason for leaving, NPS, manager rating, culture)
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Custom exit interview templates per business
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Question types: select, textarea, rating (1-5), NPS (1-10)
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Exit interview required flag with plan-completion gate
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Aggregated analytics dashboard for HR review
Knowledge Transfer
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Section-based knowledge transfer document (8 default sections)
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Sections: key responsibilities, critical processes, systems & tools, key contacts, ongoing projects, tribal knowledge, documentation locations, recommendations
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Successor assignment with supervisor verification
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Custom knowledge transfer templates per business
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Knowledge transfer required flag with plan-completion gate
Compliance & Documentation
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Separation agreement wizard (6 sections: info, terms, severance, restrictions, release, reference)
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ADEA / OWBPA compliance for employees 40+ and group layoffs
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State-specific content (e.g., California non-compete prohibition)
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E-signature integration for separation agreements
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WARN Act notices — employee, union, and state agency variants
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WARN Act 60-day compliance tracking with overdue flags
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Age-demographics report for OWBPA group termination compliance
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Rehire-eligibility flag stored on offboarding plan
SOX / SOC Termination SLA
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Same-day primary access revocation SLA (end of business day on termination)
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1-business-day secondary SLA for all required offboarding tasks
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Append-only sla_audit log per plan (LifecycleAuditable JSONB)
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Breach status: on_track / at_risk / breached
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Outbound IdP deprovisioning (Okta / Azure AD / Google Workspace) Stub adapters in v1; flip to live API calls per provider via connection config
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Tiered escalation (manager 24h → HR 48h → exec 72h)
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Holiday-aware business-day math (US federal + per-business overrides)
HRIS Integration
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Inbound Merge.dev HRIS webhook (EMPLOYEE.terminated → auto-create plan)
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HMAC-SHA256 signature verification on every webhook
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Polling fallback: sync_terminations sweeps the HRIS for missed terminations
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Idempotent plan creation by (business, user, termination_date)
Group Terminations
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Group termination event with planning / active / completed lifecycle
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WARN notice generation per event (employee, union, state)
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Bulk separation agreement creation for affected employees
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WARN compliance dashboard (applicable, required days, latest notice, overdue)
Reporting & Export
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Dashboard metrics: total, active, terminating-soon, needs-attention
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Plan export as PDF with business branding
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Plan export as CSV (plan details, tasks, documents)
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Search and filter plans by status, type, manager
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Real-time analytics export (Power BI / Looker connector) Use CSV export for BI tools
Limits & Specs
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Max template duration: 365 days
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Max approval levels: 3 (manager, dept head, HR)
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Knowledge transfer sections (default): 8
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Exit interview default questions: 10
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Plans per page (paginated list): 25
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Pricing: Licensed per HR operator seat
Screenshots
Use cases
Resources
FAQ
Resignations flow through configurable approval levels: manager approval, then HR approval. The system calculates the minimum notice period based on the employee's role and tenure using notice period policies.
Yes. Employees can withdraw a pending resignation with a reason. Once the resignation has been fully approved and processing has begun, withdrawal may no longer be available.
Plans include customizable task checklists (equipment return, access revocation, knowledge transfer), exit interview scheduling, document collection, and compliance documentation.
Yes. A step-by-step wizard guides HR through creating separation agreements covering employee information, termination details, severance package, restrictions, release terms, and reference policy.
Plans can include automated access-revocation tasks, and a daily job deactivates the employee's MangoApps account on their last working day. A same-day SOX/SOC termination SLA tracks primary access revocation, with tiered escalation (manager → HR → executive) if it slips.
Yes. Group terminations let HR plan a layoff event, generate employee, union, and state WARN notices, bulk-create separation agreements, and track 60-day WARN compliance with overdue flags and an OWBPA age-demographics report.
Yes. An inbound Merge.dev HRIS webhook creates an offboarding plan when an employee is terminated in the connected HR system, with HMAC signature verification and a polling fallback that sweeps for any missed terminations.
From the Ask AI sidebar, managers and HR can check offboarding status for an employee, list active or stalled plans and pending tasks, and complete, start, skip, or cancel tasks — write actions always ask for confirmation first.
