Employee Offboarding Checklist
Turn a departure into a complete offboarding checklist — deprovision accounts, recover assets, transfer knowledge — and notify IT and People Ops.
The full canvas, before you import it
Click any node to see its config.
Click a node to select it — same as the Heym editor; the panel shows its settings.
4 nodes · Free & source-available
Employee Offboarding Checklist
Make exits clean and secure. Enter the departing employee details and this template generates a full offboarding checklist covering account deprovisioning, access revocation, asset recovery, and knowledge transfer, then posts it to IT and People Ops.
What this workflow does
- departureIntake captures employee, role, department, last day, and systems
- buildOffboardingPlan drafts a checklist for deprovisioning, asset return, knowledge transfer, and exit tasks
- notifyOffboardingTeam posts the plan to IT and People Ops
- offboardingResult returns the checklist for your HRIS or ticketing tool
Use cases
- Secure, consistent departures across teams
- Closing access on the last day to reduce risk
- Capturing knowledge transfer before someone leaves
Setup
Connect an LLM credential in buildOffboardingPlan and a Slack credential for the offboarding channel. Replace the sample fields with your HRIS payload. Keep an owner accountable for access revocation and final approvals.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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