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Work Management use case

Employee offboarding automation software

Employee offboarding automation starts from the termination in your HR system and removes access in identity, email, VPN and business applications at the same time, then tracks equipment return and final pay steps until each one is done. Every action is logged by system and time, so security can prove access ended.

Removes access in Active Directory, Microsoft 365, Okta, Salesforce and AWS at the same time, with each removal logged.

What happens when HR enters a termination

  1. Experience layer

    A departure view for the manager and HR showing which access is already removed, which equipment is still out, and what is waiting on them.

  2. Workflow layer

    Starts from the HR termination or a manager request, removes access across identity and applications in parallel, opens equipment recovery tasks and escalates anything still open after its deadline.

  3. Integration layer

    Reads every account the person holds in Active Directory, Microsoft 365, Okta, Salesforce and AWS, removes access through their APIs, and sends asset and final-pay tasks to the owning teams.

    • Workday
    • SAP SuccessFactors
    • Okta
    • Active Directory
    • Microsoft 365
    • Salesforce
    • AWS

AI in employee offboarding

AI reviews the account list and flags anything unusual. It never decides when access ends or who inherits a mailbox; HR, security and the manager do.

What AI does

  • Reviews the departing employee's access and flags accounts outside the standard role
  • Flags exceptions such as unreturned equipment or shared mailboxes
  • Summarizes the finished offboarding record for the manager

Decided by people, not by AI

  • Immediate access removal for involuntary departures
  • Transfer of mailboxes, files and data ownership
  • Exceptions such as delayed access removal or a legal hold

Friday, 4:40 p.m.

An account manager resigns and works out the afternoon. HR records it in Workday. IT gets an email and opens a ticket for Monday. Over the weekend she still has an Okta session, VPN credentials, edit rights in Salesforce, an IAM role in the AWS account her team uses, and a badge that opens the office. Her laptop is in her bag.

Most of that gets cleaned up eventually. The part nobody can say with confidence is when, or whether all of it was, because each system belongs to a different team and the only shared record is a ticket that says “closed.”

What runs when HR enters the termination

Kinetic picks up the termination from Workday or SuccessFactors, or a manager starts it from a form. It reads her actual accounts from each connected system, then works through this list at the same time, not one team after another:

SystemWhat happens
Active Directory and Microsoft 365Account disabled, sessions revoked, mailbox converted or forwarded per the manager’s choice
Okta or Entra IDUser deactivated, active sessions ended
VPN and remote accessCredentials and tokens revoked
Salesforce, AWS and other applicationsLicenses reclaimed, roles and IAM access removed
Badge systemPhysical access deactivated at every site
Asset trackingReturn tasks for laptop, phone and peripherals, assigned to the right local team
Payroll and benefitsFinal pay and benefits end dates sent to the owning team

Each row reports back. The manager and HR see which are done, which failed and which are waiting on a person. Anything still open after its deadline escalates to the owning team’s lead.

Involuntary departures

These follow a separate path. When HR or security confirms one, access removal runs right away, ahead of the conversation or during it, and the rest of the list follows on its usual schedule. Who can trigger that path, and who is told, is set by you.

What the audit record shows

For each departure: the trigger, every account found, every action taken with its system and timestamp, and every exception a person approved, such as a mailbox kept for 30 days or a legal hold. When an auditor asks whether a former employee still had access on a given date, you can answer from the record without asking five teams.

GreenState Credit Union runs its employee lifecycle on Kinetic across HR, IT and security; the GreenState case study covers the onboarding side, which uses the same connections offboarding does. For the access that changes while people are still employed, see role change automation.

Questions about employee offboarding

Answered by Kinetic Data. Last updated .

  • Can offboarding handle an urgent, same-day departure?

    Yes. An involuntary or urgent departure follows a separate path that removes access across identity and applications as soon as HR or security confirms it. Equipment recovery and data transfer then continue on their normal schedule.

  • How do we find access that isn't in our role templates?

    Before it removes anything, the workflow reads the person's actual accounts and group memberships from each connected system, not just what their role should have. Anything outside the standard set is listed separately so someone can confirm it was removed, or decide who should take it over.

  • What about shared mailboxes and files the employee owned?

    The manager gets a task to name a new owner before the account is deleted. Mailbox forwarding, OneDrive transfer and similar steps then run through Microsoft 365 or your file platform, and their end dates are recorded.

  • Which systems can offboarding reach?

    Anything with an API that holds an account: Active Directory, Microsoft 365, Okta or Entra ID, VPN, Salesforce, AWS and your internal applications, plus badge and asset systems. Systems without an API get a task for their owner, and the departure stays open until it is confirmed.

Bring one process. Leave with a plan to build it.

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