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Assess.one Employee Offboarding Workflow
What it is
Assess.one Employee Offboarding Workflow is a web template for managing departures after resignation or termination. It covers intake, approvals, handover, final payroll inputs, property return, system and site access removal, exit interviews, notifications and completion verification. The routing varies by departure: resignations go to manager approval, while terminations move directly to employee notification; some resignation cases can include HR review and legal escalation. Work is assigned across HR, line managers, payroll, IT and legal stakeholders. Case records include status tracking, a timeline and dashboard views by status, type and pipeline. A required task asks IT to confirm that accounts, software licences and physical access have been removed. Teams can customise steps, routing, roles and notification triggers without code. The Free plan includes 100 operations per month and one team member. Starter costs $49 a month, billed $588/yr. An operation counts one record created against a workflow, regardless of how many steps it contains.
For and against
For
- Covers handover, payroll inputs, property return and exit interviews.
- Resignations and terminations can follow different routes.
- IT access removal is a required task.
- Case records include status, timeline and dashboard views.
- Steps and routing can be customised without code.
Against
- Free plan allows 100 operations per month.
- Free plan includes one team member.
- Starter is billed $588/yr.
The verdict
The template organizes departure tasks and routes work by departure type, with a required IT access-removal check. Review the operations allowance and team-member limit against expected case volume.
Who it suits
This workflow suits teams that want a structured process for employee departures involving HR, managers, payroll, IT and legal stakeholders. It can fit organizations that need status tracking and configurable routing without code.
Plans and prices
Free
100 operations / month · 1 team member · 10 AI workflow generations · Unlimited workflows
Read 30 Sep 2026 · assess.one
Starter
2,000 operations / month · Unlimited team members · Unlimited AI workflow generations · Unlimited workflows
Read 30 Sep 2026 · assess.one
Growth
10,000 operations / month · Unlimited team members · Unlimited AI workflow generations · Unlimited workflows
Read 30 Sep 2026 · assess.one
Scale
50,000 operations / month · Unlimited team members · Unlimited AI workflow generations · Unlimited workflows & dashboards
Read 30 Sep 2026 · assess.one
Enterprise
Unlimited operations · Unlimited team members · Unlimited AI workflow generations · Unlimited workflows & dashboards
Read 30 Sep 2026 · assess.one
On the record
- Access removal
- The template includes a mandatory System & Site Access Removal task for IT to confirm removal of system accounts, software licences, and physical site access.assess.one · read 30 Sep 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 · read 30 Sep 2026
- Customisation
- The workflow page states that steps, routing logic, role assignments, and notification triggers can be customised without code.assess.one · read 30 Sep 2026
- Data residency
- The contact page states that data residency is available in the European Union, the USA, and Australia.assess.one · read 30 Sep 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 · read 30 Sep 2026
- Offboarding workflow
- The Employee Offboarding Workflow covers resignation or termination intake, manager approval, handover, final payroll inputs, property return, system and site access removal, an exit interview, notifications, and completion verification.assess.one · read 30 Sep 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 · read 30 Sep 2026
- Product type
- Assess.one builds workflows, forms, approvals, and automation from a description of a process.assess.one · read 30 Sep 2026
- Roles
- The workflow assigns roles to HR, line managers, payroll, IT, and legal stakeholders.assess.one · read 30 Sep 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 · read 30 Sep 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 · read 30 Sep 2026
- Support
- The pricing page includes priority support on Growth and Scale, dedicated support on Enterprise, and an SLA guarantee on Enterprise.assess.one · read 30 Sep 2026
- Tracking
- The template provides offboarding case records, status tracking, a timeline, and dashboard widgets for cases by status, type, and pipeline.assess.one · read 30 Sep 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 · read 30 Sep 2026
