Assess.one Employee Offboarding Workflow
- 1Runs onWeb
- 2CostsFree plan · paid from $49/mo
- 3Exit checklistsYes
- 4Approval workflowsYes
- 5Asset recoveryYes
- 6Access removalYes
- 7Final documentationYes
- 8Knowledge transferYes
Overview
Assess.one Employee Offboarding Workflow is a web template for managing employee departures after resignation or termination. It covers intake, approvals, handover, final payroll inputs, property return, access removal, exit interviews, notifications, and completion checks. The route depends on the case: resignations go to manager approval, while terminations go directly to employee notification; some resignation cases can involve HR review and legal escalation. Roles are assigned to HR, line managers, payroll, IT, and legal stakeholders. Case records include status tracking, timelines, and dashboard views. A mandatory access-removal task asks IT to confirm removal of accounts, software licences, and physical site access. Steps, routing, role assignments, and notification triggers can be customised without code. The Free plan allows 100 operations per month and one team member. Starter costs 49.00 USD per month, billed $588 per year; one operation means one record created against a workflow, regardless of its number of steps.
Who it is for
It suits HR and operations teams that need a structured process for resignation and termination cases. The workflow assigns tasks across HR, managers, payroll, IT, and legal roles.
What is good
- Covers resignation and termination workflows.
- Tracks cases with status and timelines.
- Includes a required IT access-removal task.
- Workflow logic can be changed without code.
- Free plan includes unlimited workflows.
What to know first
- Free plan allows 100 operations per month.
- Free plan is limited to one team member.
- Starter is billed $588 per year.
Verdict
The template maps departure steps to named roles and includes case tracking and access-removal confirmation. Check the operation and team-member limits against the expected workload.
Assess.one Employee Offboarding Workflow plans and pricing
All plansCompared on employee offboarding software
- Free plan
- Yesassess.one
- Exit checklists
- Yesassess.one
- Approval workflows
- Yesassess.one
- Asset recovery
- Yesassess.one
- Access removal
- Yesassess.one
- Final documentation
- Yesassess.one
- Knowledge transfer
- Yesassess.one
Facts
- Product type
- Assess.one builds workflows, forms, approvals, and automation from a description of a process.assess.one · 30 Sept 2026
- Routing
- The template routes resignations to manager approval and terminations directly to employee notification, with HR review and legal escalation paths for some resignation cases.assess.one · 30 Sept 2026
- Roles
- The workflow assigns roles to HR, line managers, payroll, IT, and legal stakeholders.assess.one · 30 Sept 2026
- Tracking
- The template provides offboarding case records, status tracking, a timeline, and dashboard widgets for cases by status, type, and pipeline.assess.one · 30 Sept 2026
- Customisation
- The workflow page states that steps, routing logic, role assignments, and notification triggers can be customised without code.assess.one · 30 Sept 2026
- Integrations
- The offboarding page lists email via AWS SES as a recommended integration and says email and collaboration integrations such as Slack can be configured in the platform.assess.one · 30 Sept 2026
- Security and audit
- The offboarding page says actions are recorded in a tamper-evident audit log and that role-based permissions can restrict access to records and steps.assess.one · 30 Sept 2026
- Privacy and encryption
- The privacy policy says integration credentials are encrypted, data is encrypted in transit, and workflow or AI prompt content is not used to train third-party foundation models.assess.one · 30 Sept 2026
- Data residency
- The contact page states that data residency is available in the European Union, the USA, and Australia.assess.one · 30 Sept 2026
- Support
- The pricing page includes priority support on Growth and Scale, dedicated support on Enterprise, and an SLA guarantee on Enterprise.assess.one · 30 Sept 2026
- Usage limit
- The pricing page defines one operation as one record created against a workflow, regardless of the number of steps in that workflow.assess.one · 30 Sept 2026
- Company
- The privacy policy identifies the company as Assess.one Technologies Pty Ltd and gives its address as 715/2B Defries Avenue, Sydney, NSW, Australia.assess.one · 30 Sept 2026
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Sources
- assess.one· checked 30 Sept 2026
- assess.one/templates/employee-offboarding-workflow· checked 30 Sept 2026
- assess.one/privacy· checked 30 Sept 2026
- assess.one/contact-us· checked 30 Sept 2026
- assess.one/pricing· checked 30 Sept 2026