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Employee Offboarding Agent

Detects employee termination events in the HRM system and automates key offboarding actions including exit interview scheduling and final payroll processing.

About the Agent

Employee Offboarding Agent is a solution developed by ZBrain to streamline and standardize the employee exit process. Offboarding often involves fragmented coordination across HR, IT, payroll, and compliance teams, leading to delays, access control risks, and missed regulatory steps.

This agent mitigates those challenges by automating exit workflows, ensuring every departure, whether voluntary or involuntary, is handled consistently and in full compliance with organizational policies.

The agent is triggered by a termination event in the HR system and initiates a structured offboarding workflow. This includes notifying payroll, scheduling exit interviews, initiating final documentation, and generating task assignments for asset recovery and access revocation. Through secure APIs, it integrates seamlessly with enterprise systems such as identity management platforms, IT service management (ITSM) tools, and human capital management (HCM) software, enabling real-time coordination and status tracking across all involved departments.

By automating these processes, the Employee Offboarding Agent reduces manual workload, closes security gaps, and ensures timely, auditable handoffs. This results in a secure, compliant, and efficient offboarding lifecycle that scales across teams and regions.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Employee Offboarding Agent:

Employee ID: EMP-78901

Employee Name: David Miller

Employee Email: david.miller@example.com

Department: Sales

Job Title: Regional Sales Manager

Manager ID: MGR-5432

Manager Name: Emily White

Termination Type: Voluntary Resignation

Last Day of Employment: 2025-07-25

Reason for Termination: Relocation to another state

Deliverable Example

Sample output delivered by the Employee Offboarding Agent:

Offboarding Process ID: OFF-2025-06-001-PROC

Termination ID: TO-2025-06-001

Status: In Progress

Initiated Timestamp: 2025-06-02T17:33:20Z

Tasks Generated:

Task ID Task Type Assignee Due Date Status Details
TASK-EXIT-INT-DM-001 Schedule Exit Interview HR Business Partner (Emily White's team) 2025-07-18 Pending Scheduled a 45-minute exit interview with David Miller. Notification sent to all via Mail.
TASK-NOTIFY-PAYROLL-DM-001 Notify Payroll Payroll Department 2025-06-02 Completed Notified Payroll for final pay, unused PTO, and benefits continuation for David Miller.
TASK-NOTIFY-IT-ACCESS-DM-001 Notify IT - Access Revocation & Asset Collection IT Operations 2025-07-25 Pending Sent notification for revoking access and collecting assets on 2025-07-25.
TASK-HANDOVER-CLIENTS-DM-001 Client Account & Pipeline Handover Emily White (Manager) 2025-07-20 Pending Ensuring handover of David Miller’s client accounts and sales pipeline.
TASK-BENEFITS-INFO-DM-001 Provide Benefits Continuation Information Benefits Specialist 2025-07-10 Pending Send COBRA, 401k, and other benefits information to David Miller.

Notifications Sent:

Recipient Type Content
HR Business Partner New Offboarding Case New offboarding case for David Miller (EMP-78901), voluntary resignation. Schedule exit interview.
Payroll Department Offboarding Notification David Miller (EMP-78901) last day is 2025-07-25. Process final pay and benefits.
IT Operations Offboarding Notification Revoke access and collect assets for David Miller (EMP-78901) on 2025-07-25.
Emily White (Manager) Offboarding Task Reminder David Miller (EMP-78901) is offboarding. Complete handover by 2025-07-20.

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