Offboarding

Structured employee exit process with automated tasks.

MangoApps

Overview

Offboarding provides a comprehensive exit management system with customizable checklists, asset recovery tracking, access revocation, exit interviews, and knowledge transfer workflows. Features include automated notifications and compliance documentation.

Hr Operations

Highlights

Process employee resignations with multi-level approval workflows and policy-based notice periods.

Create offboarding plans with customizable task checklists, assignees, and due dates.

Conduct structured exit interviews using configurable question templates.

Manage knowledge transfer with section-based templates and supervisor verification.

Generate separation agreements through a guided wizard covering severance, restrictions, and release terms.

Handle group terminations, WARN notices, and severance packages with compliance tracking.

Capabilities

Resignation Workflow

Employee self-service resignation submission
Configurable approval levels (manager-only, manager+HR, manager+dept-head+HR)
Notice period calculation from role/tenure policy
Cascade approval — admins can approve all levels in one step
Resignation withdrawal with reason
Resignation types: voluntary, retirement, relocation, career change, other
Custom resignation types and reasons per business
Email notifications at each approval stage In-app notifications only; mailer disabled

Offboarding Plans

Plan types: voluntary, involuntary, retirement, end-of-contract, layoff
Auto-create plan on resignation approval
Draft → active → completed lifecycle with status guards
Task grouping by department (IT, HR, Facilities, Payroll, Legal, Finance)
Task priorities: critical, high, medium, low
Completion-percentage tracking with progress dashboard
Employee self-service portal with task list and document view
Former Employee Portal with time-limited post-separation access

Task Templates

System and custom offboarding templates
Template types: voluntary, involuntary, retirement, layoff, end-of-contract, custom
Role-level variants: entry, mid, senior, executive
Department-specific task templates
Task types: access revocation, equipment return, documentation, knowledge transfer, exit interview, compliance, final paperwork, benefits termination
Forms app integration — attach a form to any task
AI-generated task templates Planned feature

Asset & Access Revocation

One-click MangoApps account deactivation on last working day
Automated daily access revocation job (runs at last working day)
Access audit report with systems, physical items, and equipment
Asset Pro integration — view and track assigned assets in plan
Personal email and phone verification for post-separation portal
Third-party system integrations (Okta, AD, HRMS) MangoApps system only; external via task workflow

Exit Interviews

Default question set (reason for leaving, NPS, manager rating, culture)
Custom exit interview templates per business
Question types: select, textarea, rating (1-5), NPS (1-10)
Exit interview required flag with plan-completion gate
Aggregated analytics dashboard for HR review

Knowledge Transfer

Section-based knowledge transfer document (8 default sections)
Sections: key responsibilities, critical processes, systems & tools, key contacts, ongoing projects, tribal knowledge, documentation locations, recommendations
Successor assignment with supervisor verification
Custom knowledge transfer templates per business
Knowledge transfer required flag with plan-completion gate

Compliance & Documentation

Separation agreement wizard (6 sections: info, terms, severance, restrictions, release, reference)
ADEA / OWBPA compliance for employees 40+ and group layoffs
State-specific content (e.g., California non-compete prohibition)
E-signature integration for separation agreements
WARN Act notices — employee, union, and state agency variants
WARN Act 60-day compliance tracking with overdue flags
Age-demographics report for OWBPA group termination compliance
Rehire-eligibility flag stored on offboarding plan

Group Terminations

Group termination event with planning / active / completed lifecycle
WARN notice generation per event (employee, union, state)
Bulk separation agreement creation for affected employees
WARN compliance dashboard (applicable, required days, latest notice, overdue)

Reporting & Export

Dashboard metrics: total, active, terminating-soon, needs-attention
Plan export as PDF with business branding
Plan export as CSV (plan details, tasks, documents)
Search and filter plans by status, type, manager
Real-time analytics export (Power BI / Looker connector) Use CSV export for BI tools

Limits & Specs

Max template duration: 365 days
Max approval levels: 3 (manager, dept head, HR)
Knowledge transfer sections (default): 8
Exit interview default questions: 10
Plans per page (paginated list): 25
Pricing: Included with MangoApps Workforce

Use cases

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.

Group layoff management

HR initiates a group termination, generates required WARN notices, prepares severance packages, and tracks completion of all offboarding tasks across affected employees.

Exit interview analysis

HR conducts exit interviews using standardized templates and reviews aggregated responses on the analytics dashboard to identify retention improvement areas.

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.