Offboarding

Runs the exit across HR, IT and finance in parallel — accounts revoked, assets returned, dues settled — and confirms every item is done before the exit closes. No lingering logins, no loose ends.

01 · Problem

Exits leave live logins
and unsettled dues behind.

The ghost accounts

Ex-employees who can still log in

Weeks after an exit, a forgotten seat on the CRM or the store admin still works. Every one is a security finding waiting for an audit.

The three-team relay

HR, IT and finance wait on each other

The checklist lives in an email chain. IT waits for HR's date, finance waits for IT's asset list, and the leaver waits for everyone.

The proof

'Done' with nothing behind it

The offboarding doc says complete, but nobody can show which accounts were closed when. When the auditor asks, the answer is a shrug.

The exit was announced two weeks early. The laptop came back a month late.

02 · Solution

One exit date in. Three teams' checklists out — at once.

Day 0 · Exit confirmed
SignalSlack
HR confirms the exit date — the checklist fans out
Memory
  • Exit: March 29 — two weeks' notice on record
  • 27 items generated across HR, IT and finance
Clarwiz· Run record

Builds the checklist from role and systems: 9 HR items, 12 IT revocations, 6 finance settlements.

Clarwiz· Slack

Opens a thread per team — each owner sees their items, deadlines and dependencies.

Day 0–14 · Parallel run
SignalRun record
Three teams work at once — nothing waits on the email chain
Memory
  • IT: 9 of 12 revoked — store, CRM and helpdesk seats queued for last day
  • Finance: advances settled — final payroll calculated
  • HR: exit interview unscheduled — nudged twice
Clarwiz· Systems

Revokes non-critical seats early; last-day items — email, store admin — are queued, not forgotten.

Clarwiz· Slack

Chases the quiet items: the unbooked exit interview, the return label not yet sent.

Last day · Close
SignalSystems
Final sweep at 5 PM — every access dies, every due settles
Memory
  • 12 of 12 revoked — timestamped, per system
  • Assets returned: laptop scanned in, label archived
Clarwiz· Systems

Runs the last-day sweep: email, SSO, store admin, payroll — each revocation logged with a timestamp.

Clarwiz· Run record

The exit closes only when all 27 items show proof. 27 of 27 — closed at 5:14 PM.

Day after · Audit
SignalCockpit
The exit file: who revoked what, when — one page
Memory
  • Audit file built: every item, owner, timestamp, proof
  • 0 live accounts — verified against every connected system
You· One glance

The exit file reads in a minute — and the next auditor gets evidence, not recollections.

Outcome· Run record

No ghost logins, no unpaid dues, no month-late laptop. Exits become routine.

All three team checklists above run in parallel — every item chased, timestamped and proved.
03 · What changed

Same exit. Nothing left behind.

MomentBefore ClarwizOn Clarwiz
The checklistAn email chain with three teams cc'd.27 items fanned out to owners, at once.
Access revocationWhenever IT gets to it.Queued to the last day; swept and timestamped.
The laptopComes back a month late, or never.Return label sent day one; chased till scanned in.
Final duesReconciled after the person is gone.Settled in parallel, closed with payroll.
The auditRecollections.One file: item, owner, timestamp, proof.
04 · Outcome
27
exit items across three teams, run in parallel — none waiting on an email chain.
100%
of access revoked by end of last day, verified per system.
0
ghost accounts, unpaid dues or unreturned assets left open when the exit closed.
Numbers from one pilot, counted to the unit. Your log will differ — that's why it's a log.
05 · FAQs
Which systems can it actually revoke access on?
The ones you connect — SSO, email, your store, CRM, helpdesk and payroll cover most seats. Systems without an integration get a checklist item with an owner instead, so nothing silently falls outside the sweep.
What about sensitive exits, where timing matters?
The same checklist runs on a compressed clock: you set the moment, and the revocation sweep executes at it — not spread over a day. HR controls who sees the exit before it happens.
Does the leaver see any of this?
Only their side: the return label, the final-pay timeline and handover items, delivered politely. The internal checklist and audit trail are yours.
Can it run onboarding too, in reverse?
Yes — same engine, opposite direction: accounts provisioned by role template, equipment shipped, day-one checklist done before the person walks in. Offboarding is just the exit half.
What do we need to integrate before a demo?
Nothing. The demo builds the full checklist for a sample role from your real tool list, read-only. Going live connects your systems — payroll, CRM, helpdesk and about 3,000 others.

See this run on your own data.
Thirty minutes, nothing connected.

We take this process, connect nothing, and show you the run end to end on your real conversations and orders. When you're ready, go live at the autonomy level you choose.

30 minutes · One process · SOC 1 · SOC 2 · ISO 27001 · PCI DSS · GDPR