Clean Exits, Every Time
Offboarding turns the last-week scramble into one checklist HR, IT, and the manager share — assets returned, access revoked, knowledge handed off, and the paperwork done by the last day.
See Offboarding In Action
Run every departure end-to-end — self-service resignations with policy-based approvals, auto-built department task plans, scheduled account deprovisioning, exit interviews, and compliance documents.
What Offboarding Helps You Do
Six everyday actions for HR, IT, managers, and the departing employee.
Build Exit Plans
Build reusable plan templates by exit type, with tasks assigned to IT, HR, Facilities, Payroll and the manager. Voluntary, involuntary, retirement, end-of-contract and layoff exits each start from their own checklist.
Recover Assets
Laptops, badges, keys, parking passes, company phones — each item recorded with its condition, who received it and the return date, pulled from Asset Pro when it is enabled.
Revoke Access
Systems, physical access and equipment on one checklist IT checks off item by item — and the account deactivated automatically once the last working day has ended.
Run Exit Interviews
Exit interviews from your own question templates, with NPS and exit-reason trends in Analytics — plus an optional anonymous exit survey through Surveys.
Transfer Knowledge
The departing employee documents responsibilities, systems, contacts and ongoing work section by section, and the manager and named successor are notified when it's handed over.
Document For Compliance
Separation agreements with ADEA/OWBPA and state clauses, WARN notices for layoffs, an event log on every plan, and every plan exportable as PDF or CSV.
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, end-of-contract, layoff.
- Exit interview management — your own question templates, NPS and exit-reason trends.
- Compliance documentation — separation agreements, severance breakdowns, WARN notices, COBRA handed to Benefits Management.
- Last-day automation — deactivate the account and hand team passwords, contracts and workspaces to a surviving owner; HRIS-triggered exits also disable the identity.
For IT
A clear queue of access-revocation tasks tied to the exit timeline.
- Access revocation checklist — MangoApps, email, SSO, VPN, file shares and business tools, each list confirmed before revocation is recorded.
- Equipment return tracking — condition, received-by and return date for each item; from the leaver's Asset Pro assets when it's on.
- Identity-provider deprovisioning — Okta, Entra ID or Google Workspace accounts disabled for plans your HRIS starts, with files handed to the manager where Google Workspace or Entra ID is connected.
- Last-day sweep — access revoked and sessions ended once the last working day has ended, with missed runs caught up; workspaces, sites and team passwords handed to a new owner.
For Managers
Manager checklist and knowledge-transfer workflow so the team isn't surprised on Monday.
- Resignation approvals — approve or reject a report's resignation at the manager level, with skip-level cover when the manager is on leave or has left.
- Manager tasks — the plan's Manager checklist items, such as the knowledge-transfer session, each with a due date set from the termination date and reminders as it comes due.
- Knowledge transfer — the departing employee's handover; the manager and named successor are notified when it's submitted.
- Rehire eligibility — recorded on the plan and written to the employee record for future HR reference.
For Departing Employees
A clear, respectful exit experience that closes the loop on everything.
- My Transition — their own tasks, documents to upload, the knowledge-transfer handover, days remaining and their separation agreement once it's sent, on the web and the phone.
- Final leave settlement — accrued, unused leave recorded for payout, with hours and amount, once HR records it in Leave Management.
- Exit interview — read by HR and administrators with their name on it; a manager outside HR sees only that it's done.
- Former Employee Portal — pay stubs, tax forms, HR documents and experience letters after the last day, when you turn the portal on.
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 for HR to start.
IT access revocation
The plan's IT tasks cover system access and equipment, and once the employee's last working day has ended the daily sweep deactivates the account and closes the access-revocation tasks.
Knowledge transfer
A departing senior engineer documents their responsibilities, ongoing projects, and key contacts in the structured knowledge-transfer sections, and their manager and named successor are notified when it's submitted.
Connected To The Rest Of MangoApps
→ Employee Data
The plan works from the same employee record — manager, country, region and employee type set the notice period, and the exit's termination date and rehire eligibility are written back to the record.
→ HR Files
When the leaver's account is deactivated, HR Files withdraws their open document requests and access grants and, if you switch it on, archives their non-compliance files — compliance documents and files under legal hold stay as they are.
→ Asset Pro
The equipment checklist lists the assets assigned to the leaver in Asset Pro, so returns are confirmed against what they actually hold.
→ Payroll Connect
After the last day, the Former Employee Portal serves Payroll Connect pay stubs — and, where you allow it, W-2 and 1099 forms from a connected ADP or Gusto account.
→ Benefits
Completing a plan ends the leaver's enrollments, voids future payroll deductions, and opens a COBRA record Benefits tracks to the election notice and deadline.
→ Forms
Attach a Forms app form to any offboarding task, so the details the task needs are collected with it.
→ Surveys
Send leavers an anonymous exit survey, pooled and read in Surveys only once enough people have answered — separate from the attributed exit interview.
→ Portals
After the last day, the Former Employee Portal lets ex-employees retrieve pay stubs, tax forms, HR documents and experience letters with an access token sent to their personal email or phone.
REPLACES 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
- Equipment returns recorded per item — condition, received-by, return date — against the leaver's Asset Pro assignments, not a column in a spreadsheet
- Priced per processed exit — 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
- After the last day, former employees retrieve their own pay stubs, tax forms and experience letters in the Former Employee Portal — no internal account left open
Talkpush exit experience
Standalone exit-experience tools
- Exit interview answers, NPS and summary stay on the leaver's plan and feed exit-reason trends — not a survey vendor that exports CSVs to a folder no one reads
- Revoking access hands the leaver's workspaces, sites, contracts and team passwords to a surviving owner
- Every plan exports as a PDF or CSV for the file, 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
- Every task has an owner, a due date and reminders, and a started plan whose required tasks are still open a business day after the termination date escalates manager → HR → executive — not a reminder someone has to set
- Separation agreements, WARN notices, the access-revocation record and a log of who did what kept on the plan — not pieced together months later
PLATFORM ADVANTAGE
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
Revoking access deactivates the MangoApps account and ends sessions; for plans your HRIS starts, connected Okta, Entra ID or Google Workspace accounts are disabled and a connected Slack seat is reclaimed — no separate IT ticket to chase.
HRIS-driven exit workflows
A termination in your connected HRIS creates the offboarding plan, with its exit type's checklist and the leaver's manager, through a signed Merge.dev webhook — no re-keying the departure.
Pages in the employee's language
Where your organization turns on interface translation, the offboarding pages show in each person's chosen language from the platform's translated catalog, and an AI exit-interview conversation is held in that language too.
Audit history
Every plan keeps an event log — start, SLA checks, revocation results, completion — plan changes appear in the platform's admin audit log, and the termination shows in the person's Audit History.
Mobile app & secure handoff
Departing employees see My Transition, finish their tasks, upload documents and complete the exit interview on the phone; after they leave, the Former Employee Portal signs them in with a one-time access token sent to their personal email or phone.
Workflow & automation
An approved resignation creates the plan, the last-day sweep revokes access, and completing the plan ends benefit enrollments, opens the COBRA record in Benefits, queues any banked-time payout and sends portal access — across HR and 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 — uniform and key returns, store access switched off after the last day, the final paycheck on payroll's task list, all from a single workflow.
Healthcare
Clinical exit templates track badge return and system access as tasks with owners and due dates, and patient-caseload handoffs run through knowledge transfer.
Manufacturing
Plant-floor exit templates track the return of PPE, badges and lockout keys, with each item's condition recorded, beside documents to sign such as safety acknowledgements.
Financial Services
Regulated-role exits held to a termination SLA with tiered escalation, same-day deprovisioning for HRIS-triggered departures, separation agreements with ADEA/OWBPA clauses, and an event log on each plan.
Technology
Engineering exits with laptop return, a section-by-section knowledge transfer to a named successor, workspaces handed to a surviving owner, and identity-provider and Slack shutoff for HRIS-triggered exits.
Public Sector
Layoffs with WARN notices to employees, unions and the state agency, equipment return records, and a plan export for the file.
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
Priced per exit from your platform credits, and it replaces an IT access checklist, an exit-interview form and an asset return tracker.
More secure
Account deactivation, session sign-out, identity-provider deprovisioning for HRIS-triggered exits and the handover of team passwords and contracts run from one place — no orphan accounts left behind in a side system.
Easier to deploy
Runs on the employee record MangoApps already holds — enable it, load the starter templates, 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 app for exit templates, notice-period policies, resignation approvals and deprovisioning settings — not three queues across HR, IT, and IT Asset Mgmt.
Easier to extend
One exit reaches Benefits, HR Files, Password Manager and Contracts where they're on, and opens Former Employee Portal access — no separate integration to build.
AI is actually better
Ask AI answers "what's left on this exit?" and "is Dana's offboarding within its SLA?" from the plans you may see, and completes, skips or reopens tasks after you confirm — governed by the same permission model.
Customer Success
How Customers Use It
Customer Case Studies
Customer Case Studies
Customer Case Studies
Customer Case Studies
Video Case Studies
Video 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
An approved resignation creates the plan automatically, and a termination in a connected HRIS creates one through the Merge.dev webhook — an admin can turn either off in Settings. HR can also start a plan from New Plan or import several from a CSV.
Yes. Plan templates support voluntary resignation, involuntary termination, retirement, end of contract and layoff — each with its own checklist of tasks and documents.
The access-revocation checklist lists the leaver's equipment — laptop, badge, keys, phone and the rest, or their Asset Pro assignments when Asset Pro is enabled — and records each item's condition, who received it and the date it came back; with Asset Pro on, each is marked returned there when you record its return. Managers see their own reports' plans; HR and admins see every plan.
A revocation checklist covers IT systems, physical access and equipment. Recording it — by hand, or by the daily sweep once the last working day has ended — deactivates the MangoApps account, ends sessions and hands team passwords, contracts and workspaces to a surviving owner. For a termination that arrives from your HRIS, your connected identity provider (Okta, Entra ID or Google Workspace) is disabled on a same-day SLA and a connected Slack workspace gets the seat back; with Google Workspace or Entra ID the leaver's files also go to the manager, and Microsoft 365 sets an out-of-office reply. For other plans, the checklist lists those systems for IT to switch off.
Yes. Exit interviews use your own question templates or a built-in set, and answers roll up into NPS and exit-reason trends. Individual answers reach HR and administrators with the person's name on them; a manager outside HR sees only that the interview is done. For anonymous feedback, add an anonymous exit survey from Surveys.
Final pay is a Payroll task on the plan's checklist. Separation agreements are drafted with ADEA/OWBPA and state clauses, and a severance calculator gives the gross-to-net breakdown. Completing a plan ends benefit enrollments and opens COBRA eligibility in Benefits, where COBRA notices are run. WARN notices are generated in Offboarding, and every plan exports as a PDF or CSV.
The employee's membership is deactivated, not deleted, and the termination date, exit type and rehire eligibility are written to the record. When you turn on the Former Employee Portal, ex-employees sign in with a one-time access token sent to their personal email or phone to retrieve pay stubs, tax forms, HR documents and experience letters, for as many years as you allow.
Let's Talk
Every team. Every employee. Every workflow. One AI platform — built for the frontline. Since 2008, trusted by 2 million+ users with an NPS of 78.
Why Choose Us?
- Frontline AI: Governed AI for every employee and workflow.
- Top Security: HITRUST, ISO & SOC 2 certified.
- Exceptional UX: Delightful on mobile and desktop.
- Proven Results: 98% customer retention rate.
Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.
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