Employee offboarding automation

that starts the moment an employee leaves.

Voluntary terminations allow a notice period access revocation is scheduled for the last working day, with payroll, communications, and file management coordinated through the notice period. Involuntary terminations require immediate action Workativ's AI Co-Worker triggers simultaneous access revocation across all systems the moment the termination is confirmed, without waiting for a manual IT coordination step. Workativ handles both paths from the same HRIS trigger, branching automatically based on termination type.

Termination validation, documentation review, payroll alignment, IT access coordination across Okta and Azure AD, payback obligation review, approval monitoring, separation communications, state-specific unemployment form preparation, COBRA notification, provider notifications, NDA and IP documentation, file and I-9 record finalization, and ticket closure with full audit trail approximately 10 steps across 7 connected systems per departure.

Workativ's AI Co-Worker coordinates access removal across all connected systems simultaneously Okta, Azure AD, Office 365, SaaS applications the moment a termination is confirmed. Unlike manual IT coordination where access removal depends on timing and who responds to the IT ticket, Workativ's access revocation is always automatic, always simultaneous, and always logged with a timestamped record per system.

Workativ's AI Co-Worker triggers COBRA notification automatically as part of the separation communications step. The notification is generated from your templates and delivered within the legally mandated 14-day window from the qualifying event. The delivery is timestamped for compliance documentation no HR manually tracking the 14-day clock per departing employee.

COBRA notification within 14 days, state-specific final pay laws (same day in California, 72 hours in Colorado, next scheduled payday in most other states), GDPR data deletion or archival per your retention policy, NDA re-acknowledgement and IP assignment confirmation, I-9 record retention requirements, and SOC 2 and HIPAA-compliant audit trail documentation for every action taken during the offboarding sequence.

Workativ's AI Co-Worker escalates exceptions to the right HR person with full context which steps have completed, what blocked the workflow, and what decision is required. Dependent steps pause until the exception is resolved. The workflow resumes automatically after resolution without HR restarting from the beginning.

Workativ's AI Co-Worker reads the employee's work state from the HRIS record and applies the correct compliance requirements automatically final pay timing, state-specific unemployment form preparation, and any state-mandated notification requirements. HR does not manually look up which rules apply per state for each departure.

No. Workativ eliminates repetitive coordination manually tracking approval status in UKG, chasing IT for access confirmation, preparing unemployment forms state by state, re-entering data across PeopleHub, SharePoint, and Outlook for every departure. HR retains control over adverse decisions, severance exceptions, sensitive termination conversations, and all steps requiring human judgment.

UKG, BambooHR, Workday, ADP, Rippling, HiBob, Personio, SAP SuccessFactors, and Oracle HCM as offboarding triggers. Plus Okta, Azure AD, Office 365, ServiceNow, Jira Service Management, Freshservice, SharePoint, Slack, Teams, and 100+ other systems for offboarding execution.

Workativ's offboarding automation deploys in 5 to 7 days. Pre-built connectors for UKG, BambooHR, Workday, Okta, Azure AD, and ServiceNow require no custom integration work. Pre-built offboarding AI Co-Worker templates are configurable without developer involvement.

Yes. Workativ is SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliant. Every automated action in the offboarding sequence is logged to an immutable audit trail every access revocation, every document sent, every approval, every file moved timestamped and exportable. PII data redacted from logs where required.