Offboard Task

Offboard Employee Overview

Electric’s Offboard Employee workflow helps organizations securely and efficiently manage employee offboarding by coordinating application access removal, device retrieval, and security actions in a single guided experience.

When an employee is terminated in your connected HR system, Electric automatically generates an Offboard Employee task for your designated IT administrators or offboarding champions. This workflow helps ensure former employees no longer have access to company systems while simplifying hardware recovery and tracking.

The Offboard Employee workflow helps organizations:

• Reduce security risks during employee departures

• Revoke application access faster

• Coordinate remote device retrieval

• Lock or wipe managed devices

• Track outstanding offboarding tasks

• Standardize offboarding processes across the organization

How Offboard Employee Works

Step 1: Employee Termination Syncs into Electric

When an employee is terminated in your connected HR system, the employee status syncs into Electric automatically.

Once synced, Electric generates an Offboard Employee task.

The task is assigned to your designated offboarding champion or IT administrator.

Step 2: Revoke Application Access

The first step in the Offboard Employee workflow is removing employee access to company applications.

For supported applications connected to Electric, access revocation can occur automatically once the step is completed.

This may include:

• Microsoft 365

• Google Workspace

• Slack

• Zoom

• Salesforce

• GitHub

• Other connected applications

Electric can also update or remove:

• Okta group memberships

• Microsoft Entra group memberships

• Slack channel access

• Other connected permissions and resources

Applications Without Automation

If an application is not connected to Electric or is not configured for automation, Electric automatically generates manual offboarding tasks for the appropriate internal application owner or champion.

This helps ensure all offboarding work is tracked, even for systems that are not directly integrated.

Device Retrieval & Hardware Management

Step 3: Choose a Device Return Method

If the employee has company hardware assigned, Electric guides administrators through selecting a device retrieval method.

Organizations can choose to:

• Ship the device to company headquarters

• Ship the device to an Electric warehouse

• Allow the employee to return the device in person

• Allow the employee to keep the device after employment

This flexibility helps support remote, hybrid, and in-office work environments.

Step 4: QR Code Device Returns

For organizations choosing a shipment-based return process, Electric can automatically generate a QR code return workflow.

Once the Offboard Employee task is completed:

• The employee receives a QR code by email

• The employee brings the laptop and charging cable to a UPS Store

• UPS handles:

  • Packaging

  • Shipping

  • Insurance

This removes the burden of packaging and shipping from the employee while simplifying logistics for your organization.

Device Security Actions

Step 5: Secure Managed Devices

Organizations using Electric’s Pro plan with supported MDM solutions can perform additional security actions during offboarding.

Available actions may include:

• Remotely wiping the device

• Locking the device

• Leaving the device unchanged

These actions help organizations secure company data during employee departures, especially for remote employees or lost devices.

Electric strongly recommends securing devices during offboarding to reduce the risk of unauthorized access.

Review & Tracking

Step 6: Review Offboarding Status

Once the workflow is completed, administrators can review the employee profile to view:

• Revoked application access

• Pending manual tasks

• Assigned hardware

• Device return status

• Device security actions

Devices remain assigned to the former employee until the hardware is physically received and reassigned or moved back into inventory.

This provides visibility into the full offboarding lifecycle and helps organizations track outstanding work.

Benefits of Offboard Employee

Organizations use Offboard Employee to:

• Improve offboarding security

• Reduce the risk of lingering access

• Standardize employee departure workflows

• Simplify hardware retrieval

• Improve visibility into offboarding progress

• Reduce manual coordination between HR and IT teams

• Better support remote employee offboarding

By connecting HR and IT workflows, Electric helps organizations create a more secure, efficient, and consistent offboarding experience.