A structured exit case
Capture the employee, last working date and reason in one record, with contextual information available to authorised users.
People & lifecycle · Offboarding
Close the employment journey with clarity.
Organise exits, clearance tasks and employment-status changes around a visible offboarding case.
Inside Offboarding
What your team can do
- A structured exit case
- Clearance tracking
- Lifecycle status
- Related operational records
The purpose
Offboarding, in context.
An employee departure needs a coordinated handover across several teams. UmiHR records the last working date and reason, then gives HR a place to track the clearance work around the exit. The case keeps the timeline and remaining tasks visible as employment status changes.
Clearance tracking
Create clearance tasks and review their progress so handover, equipment and administrative responsibilities are explicit.
Lifecycle status
Update employment status to notice or terminated as the offboarding process moves forward.
Related operational records
Use the employee’s asset assignments, access requests and documents to support a considered exit review.
A connected workflow
From the first action to a clear outcome.
Open the offboarding case and record the last working date.
Assign clearance responsibilities.
Review task completion and outstanding items.
Close the process and update employment status.
Access & scope
Clear responsibilities. Informed expectations.
HR coordinates the case. Managers and IT contribute to handover and clearance within their authorised responsibilities.
Scope to consider
Third-party account revocation, automated final settlement and country-specific exit calculations require separate arrangements.
A closer look
Does an offboarding case automatically deactivate external software accounts?
No. UmiHR supports access and clearance coordination; external identity provisioning and deprovisioning are not integrated in this release.
Can this module be included in our package?
Module access is configured through the subscription plan and then checked against each user’s role. Discuss the combination of modules and employee capacity you need with the UmiHR team.
Connected by design
Continue the workflow.
Assets & access
Track equipment assignments and employee access requests across the lifecycle.
Explore Assets & accessDocument management
Organise private files around employees, candidates and authorised owners.
Explore Document managementCore HR & organisation
Bring employee records, reporting relationships, departments and locations together in one organised workspace.
Explore Core HR & organisationSee offboarding in your team’s context.
Tell us about your team, your current processes and the workflows you want to improve.