Offboarding Hub App Overview
Manage employee transitions with dignity and compliance—from voluntary resignations to layoffs, ensuring knowledge transfer, legal compliance, and a positive last impression.
What is the Offboarding Hub?
The Offboarding Hub is a comprehensive employee separation management platform that handles the entire offboarding process. It supports all termination types—voluntary, involuntary, retirement, end of contract, and layoffs—while ensuring compliance with WARN Act, ADEA/OWBPA requirements, and state-specific regulations.
Core Value Proposition:
- 🎯 Ensure Compliance — Automated WARN notices, separation agreements, and ADEA compliance for employees 40+
- 📋 Capture Knowledge — Structured knowledge transfer before departing employees leave
- 🤝 Maintain Relationships — Professional exit experience with former employee portal access
- 📊 Gain Insights — Exit interview analytics reveal retention improvement opportunities
At a Glance
| 📊 Active Users | ⏱️ Setup Time | 🔗 Integrations | 📱 Mobile Ready |
|---|---|---|---|
| [X]+ companies | 15 minutes | 6+ apps | ✅ Yes |
Perfect For:
- 🏢 HR Teams — Automate compliance and streamline separation processes
- 👥 Managers — Track knowledge transfer and equipment return for departing team members
- ⚖️ Legal/Compliance — Generate compliant separation agreements and WARN notices
How It Works
The Offboarding Journey
┌─────────────────────────────────────────────────────────────────────────────────┐
│ COMPLETE OFFBOARDING JOURNEY │
├─────────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ ┌────────────┐ │
│ │ RESIGNATION │────▶│ ACTIVE │────▶│ KNOWLEDGE │────▶│ FINAL │ │
│ │ REQUEST │ │ OFFBOARDING │ │ TRANSFER │ │ STEPS │ │
│ └──────────────┘ └──────────────┘ └──────────────┘ └────────────┘ │
│ │ │ │ │ │
│ ▼ ▼ ▼ ▼ │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ ┌────────────┐ │
│ │ Manager │ │ Tasks & │ │ Exit │ │ Access │ │
│ │ Approval │ │ Documents │ │ Interview │ │ Revoked │ │
│ └──────────────┘ └──────────────┘ └──────────────┘ └────────────┘ │
│ │
│ ┌──────────────┐ │
│ │ COMPLETED │ │
│ │ Former │ │
│ │ Employee │ │
│ │ Portal │ │
│ └──────────────┘ │
└─────────────────────────────────────────────────────────────────────────────────┘
Integration Ecosystem
┌─────────────────┐
│ OFFBOARDING │
│ HUB │
└────────┬────────┘
│
┌─────────────┬───────────────┼───────────────┬─────────────┐
│ │ │ │ │
▼ ▼ ▼ ▼ ▼
┌───────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐
│ FORMS │ │E-SIGNATURE│ │ ASSET │ │ FORMER │ │ ASK AI │
│ APP │ │ APP │ │ PRO │ │ EMPLOYEE │ │ (Agent) │
│ │ │ │ │ │ │ PORTAL │ │ │
└─────┬─────┘ └─────┬─────┘ └─────┬─────┘ └─────┬─────┘ └─────┬─────┘
│ │ │ │ │
▼ ▼ ▼ ▼ ▼
┌───────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐
│Exit forms │ │Separation │ │ Equipment │ │Post-work │ │Check │
│& surveys │ │agreements │ │ returns │ │documents │ │progress │
└───────────┘ └───────────┘ └───────────┘ └───────────┘ └───────────┘
Key Features
🏠 Dashboard
A manager-friendly dashboard focused on people transitions.
| Metric | Description |
|---|---|
| Terminating Soon | Employees with last working day in next 14 days |
| Active Offboarding | Plans currently in progress |
| Needs Attention | Plans with overdue tasks |
| Pending Resignations | Employee resignations awaiting approval |
Quick Actions:
- Create new offboarding plan
- View all plans
- Review pending resignations
- Access settings
📝 Resignation Workflow
Enable employees to submit resignations digitally with manager approval workflow.
| Feature | Description |
|---|---|
| Self-Service Submission | Employees submit resignation directly from portal |
| Notice Period Policies | Auto-calculate last day based on role/tenure policies |
| Manager Approval | Multi-level approval (Manager → Department Head → HR) |
| Withdrawal Option | Employees can withdraw before final approval |
| Date Negotiation | Request different last day with reason |
Workflow States:
- Pending → Manager Approved → HR Approved → Active Offboarding
- Pending → Withdrawn
- Pending → Rejected
📋 Offboarding Plan Types
Support for all separation scenarios with type-specific task generation.
| Plan Type | Description | Default Tasks |
|---|---|---|
| Voluntary | Employee-initiated resignation | Exit interview, knowledge transfer, equipment return, access revocation |
| Involuntary | Employer-initiated termination | Immediate access revocation, documentation, legal review |
| Retirement | Age-based departure | Extended knowledge transfer, retirement benefits, celebration planning |
| End of Contract | Contract completion | Contract review, final payment, equipment return |
| Layoff | Workforce reduction | WARN notices, severance, outplacement services |
Plan Features:
- Auto-generated tasks by termination type
- Configurable duration (notice period)
- Successor assignment for knowledge handoff
- Manager and HR assignment
📄 Document Management
Comprehensive document collection with e-signature integration.
| Feature | Description |
|---|---|
| Document Library | Reusable templates for common documents |
| E-Signature Integration | Send documents for electronic signature |
| Document Packages | Bundle multiple documents into single signing |
| Upload Tracking | Monitor document submission status |
| Verification Workflow | HR review and approval of uploaded documents |
Document Types:
- Separation agreements
- Non-disclosure reminders
- Benefits continuation notices
- Final paycheck acknowledgments
- Reference release forms
📊 Exit Interview System
Capture valuable feedback before employees leave.
| Feature | Description |
|---|---|
| Custom Templates | Create role/department-specific interview templates |
| Default Questions | Pre-built questions covering key areas |
| NPS Score | “Would you recommend” scoring for benchmarking |
| Rating Scales | 5-point satisfaction ratings for manager, career, environment |
| Confidential Responses | Optionally anonymize feedback |
Default Interview Topics:
- Primary reason for leaving
- Job satisfaction
- Manager satisfaction
- Career development opportunities
- Work environment rating
- Compensation satisfaction
- What we did well / could improve
- Would consider returning
Use Case: HR aggregates exit interview data to identify patterns—discovering that 40% of departures cite “lack of career development” enables targeted retention programs.
📚 Knowledge Transfer
Structured process to capture institutional knowledge.
| Feature | Description |
|---|---|
| Custom Templates | Role-specific knowledge transfer templates |
| Default Sections | Pre-built sections covering critical areas |
| Successor Assignment | Link to employee taking over responsibilities |
| Documentation Export | Generate knowledge transfer document for successor |
Default Transfer Sections:
- Key Responsibilities
- Critical Processes
- Systems & Tools
- Key Contacts (internal/external)
- Ongoing Projects
- Tribal Knowledge (tips, tricks)
- Documentation & File Locations
- Recommendations for Successor
⚖️ Compliance Management
Ensure legal compliance across all separation scenarios.
Separation Agreements:
| Feature | Description |
|———|————-|
| ADEA Compliance | Age Discrimination in Employment Act for employees 40+ |
| OWBPA Compliance | Older Workers Benefit Protection Act for group terminations |
| State Requirements | Auto-detect state-specific rules (CA non-compete prohibition) |
| Wizard Interface | Step-by-step agreement generation |
| E-Signature Integration | Send for legally binding signature |
Agreement Wizard Steps:
- Employee Information
- Termination Details
- Severance Package
- Release Terms
- Restrictions (non-compete, non-solicitation)
- Reference Policy
- Review & Sign
WARN Act Notices:
| Feature | Description |
|———|————-|
| Notice Types | Plant closing, mass layoff |
| Multi-Recipient | Employee, union, state agency notices |
| 60-Day Tracking | Ensure compliance with advance notice requirements |
| Template Generation | Auto-generate compliant notice text |
Group Terminations:
| Feature | Description |
|———|————-|
| Bulk Planning | Create offboarding plans for multiple employees |
| WARN Integration | Auto-link to WARN notices |
| Age Demographics | Track for OWBPA compliance |
| Severance Calculator | Apply consistent severance formulas |
🔐 Access Revocation
Automated IT deprovisioning on last working day.
| Feature | Description |
|---|---|
| Auto-Revocation Job | Daily job revokes access on last working day |
| IT Task Generation | Creates tasks for manual deprovisioning |
| Notification Workflow | Alerts HR, manager, IT when access revoked |
| Audit Trail | Records who revoked access and when |
Integration Points:
- Triggers IT tasks for system access removal
- Updates user status to inactive
- Records revocation timestamp
💼 Asset Return (AssetPro Integration)
Track and manage equipment returns.
| Feature | Description |
|---|---|
| Asset Tracking | View all assets assigned to departing employee |
| Return Tasks | Auto-create tasks for equipment collection |
| Condition Notes | Document asset condition on return |
| Audit Trail | Track return status and responsible party |
Tracked Equipment:
- Laptops and computers
- Mobile devices
- Access badges/keys
- Company credit cards
- Vehicles
🌐 Former Employee Portal
Post-separation document access for former employees.
| Feature | Description |
|---|---|
| Personal Email Verification | Verify non-work email before termination |
| Portal Access Email | Send portal access on offboarding completion |
| Document Archive | Access pay stubs, W-2s, benefits docs |
| Configurable Duration | Set access period (default: 7 years) |
Personal Email Verification Workflow:
- HR verifies personal email during offboarding
- On completion, portal access email sent to personal email
- Former employee logs in with personal credentials
- Access documents for configured duration
📊 Analytics & Reporting
Offboarding Analytics:
- Total plans by status (active, completed)
- Plans by termination type (voluntary, involuntary, etc.)
- Average time to complete offboarding
- Task completion rates
- Exit interview NPS trends
Export Options:
- PDF plan summary
- CSV data export
- Compliance audit reports
🤖 AI Agent
The Offboarding Agent helps managers and HR track separation processes.
Capabilities:
| Tool | Function |
|——|———-|
| get_offboarding_status | View status for employee |
| get_pending_tasks | See pending offboarding tasks |
| get_asset_returns | View assets to be returned |
| get_exit_checklist | View exit checklist items |
| get_my_offboarding_tasks | View tasks assigned to user |
| complete_offboarding_task | Mark task complete (confirmation required) |
Example Questions:
- “What offboarding tasks are pending?”
- “Show me the exit checklist”
- “What equipment do I need to return?”
🔔 Notifications
Comprehensive email communications throughout the process.
| Category | Notifications |
|---|---|
| Plan Lifecycle | Created, Started, Completed |
| Tasks | Reminder, Overdue |
| Exit Interview | Reminder, Completed |
| Knowledge Transfer | Reminder, Completed |
| Access | Access Revoked |
| Resignation | Submitted, Approved, Rejected, Pending Dept Head, Pending HR, Withdrawn |
User Roles & Permissions
| Role | Capabilities |
|---|---|
| Employee | Submit resignation, view own portal, complete assigned tasks, fill exit interview/knowledge transfer |
| Manager | Create plans for team, approve resignations, assign tasks, view progress, receive notifications |
| HR/Admin | Full access: all plans, templates, compliance tools, analytics, settings, separation agreements |
How We Compare
See how MangoApps Workforce stacks up against leading HR solutions:
| Feature | MangoApps Workforce | BambooHR | Rippling |
|---|---|---|---|
| Resignation Workflow | ✅ | ✅ | ✅ |
| Exit Interview Templates | ✅ | ✅ | ✅ |
| Knowledge Transfer System | ✅ | ❌ | ❌ |
| Separation Agreement Wizard | ✅ | ❌ | ❌ |
| WARN Act Compliance | ✅ | ❌ | 💰 |
| ADEA/OWBPA Compliance | ✅ | ❌ | ❌ |
| Group Termination Management | ✅ | ❌ | ✅ |
| Asset Return Tracking | ✅ | ❌ | ✅ |
| Former Employee Portal | ✅ | ❌ | ❌ |
| AI Agent | ✅ | ❌ | ❌ |
| Legend: ✅ Included | ❌ Not Available | 💰 Paid Add-on |
Why MangoApps Workforce?
- 🔗 Unified Platform — Offboarding connects seamlessly with Onboarding, Forms, E-Signature, and AssetPro
- ⚖️ Built-in Compliance — WARN, ADEA, OWBPA, and state-specific requirements included
- 🤖 AI-Native — Built-in AI agent for process assistance
Getting Started
For HR Administrators
- Configure Settings — Set up notice periods, auto-revocation, notification preferences
- Create Templates — Build offboarding templates for different roles/scenarios
- Set Up Exit Interview — Create custom exit interview templates
- Configure Knowledge Transfer — Define knowledge transfer sections
- Enable Compliance — Configure separation agreement and WARN notice settings
For Managers
- Review Resignations — Approve or request changes to submitted resignations
- Create Plans — Initiate offboarding for team members
- Assign Tasks — Delegate and track task completion
- Conduct Exit Interview — Schedule and complete exit meetings
- Ensure Knowledge Transfer — Verify documentation before last day
For Employees
- Submit Resignation — Use self-service resignation form
- Complete Tasks — Work through assigned offboarding items
- Fill Exit Interview — Provide candid feedback
- Document Knowledge — Complete knowledge transfer sections
- Verify Personal Email — Ensure post-employment portal access
Best Practices
- ✅ Start early — Initiate offboarding plans immediately upon resignation notice
- ✅ Use templates — Create templates for each termination type to ensure consistency
- ✅ Schedule knowledge transfer — Allow adequate time before last day
- ✅ Verify personal email — Critical for former employee portal access
- ✅ Review exit interviews — Aggregate data quarterly to identify retention issues
- ✅ Document compliance — Ensure WARN and ADEA requirements are met for applicable terminations
- ✅ Involve successor early — Include successor in knowledge transfer sessions
Frequently Asked Questions
Q: How do employees submit resignations?
A: Employees access the Offboarding Hub, navigate to Resignations → My Resignation, and complete the self-service resignation form. The system calculates their last day based on notice period policies and routes the request through the approval workflow.
Q: What happens on the last working day?
A: If auto-revocation is enabled, a daily job automatically revokes system access, notifies HR and the manager, and creates an audit trail. This ensures security without manual intervention.
Q: How does the Former Employee Portal work?
A: During offboarding, HR verifies the employee’s personal email. Upon completion, the system sends a portal access email to that personal address. Former employees can then access documents (pay stubs, W-2s, benefits info) for the configured retention period (default 7 years).
Q: Can we handle group terminations/layoffs?
A: Yes, the Group Terminations feature supports bulk offboarding with WARN Act compliance, age demographics tracking for OWBPA, and consistent severance application across affected employees.
Related Resources
- Onboarding Hub Overview — New hire onboarding
- Forms App Overview — Exit surveys and forms
- E-Signature App Overview — Separation agreement signing
- AssetPro Overview — Equipment tracking
Handle every departure professionally—protect your company, respect your people, and learn from every transition.