Offboarding isn't the end.
It's your last chance to do it right.
A poorly managed departure is a legal risk, a security vulnerability and a reputational cost — all at once. Treegarden's offboarding module gives HR a structured exit checklist, automated access revocation tracking, knowledge transfer workflows and an exit survey — so no departure falls through the cracks.
What unstructured offboarding actually costs
The hidden price of handling departures as one-off exceptions rather than a repeatable process.
Forgotten access revocation
An employee leaves on Friday. Their email account is disabled on Monday. Their Salesforce access is revoked two weeks later, after someone notices they logged in. Their old laptop is still on their desk. These are not edge cases — they are the default when offboarding has no checklist.
No knowledge transfer
A senior developer leaves after four years. Their documentation consists of comments in code and replies to Slack messages that are now archived. Their successor spends three months reverse-engineering decisions that could have been documented in three hours.
Exit interview by email
HR sends a departure survey by email. Half the responses are not submitted. One is "fine, thanks". Nobody analyses the completed ones. The insight that would have helped you understand why a high-performer left is lost entirely.
Compliance gaps in departing employee data
A departed employee submits a GDPR erasure request. HR is not sure which systems hold their data. The ATS definitely has it. Does the performance module? What about the expense system? The investigation takes four days and the response is late.
Every departure managed, every step tracked
Six capabilities that turn offboarding from an exception into a process.
Structured offboarding checklist
Define your offboarding workflow once — notice period tasks, final payroll preparation, access revocation, equipment return, knowledge transfer, exit interview. Every departure follows the same process, executed and documented in the same system.
Access revocation tracking
Offboarding tasks include system access items (email, CRM, code repositories, cloud services) with owner assignment and completion tracking. HR sees which access revocations are complete, pending or overdue — in real time, not retrospectively.
Knowledge transfer workflows
Assign knowledge transfer tasks to the departing employee and their successor. Document critical processes, hand over ongoing projects, transfer file ownership. Every transfer task is tracked to completion with a deadline and an audit trail.
Exit survey
Configured exit surveys are triggered automatically when an offboarding workflow is started. Responses are anonymised, aggregated and surfaced in HR analytics alongside turnover and departure reason data.
Final document pack generation
Treegarden generates the standard departure documentation package — reference letter template, final payslip confirmation, benefits termination notice, non-disclosure reminder — from the employee's HR record, without manual drafting.
Departure reason analytics
Track departure reasons across the organisation over time. Identify patterns — are departures concentrated in specific departments? Managers? Tenure bands? — that help HR address retention risks before they replicate.
Everything in the offboarding module
A complete set of tools to manage every dimension of employee departure — from the first conversation to the final record.
What HR teams say about offboarding
Before Treegarden, every departure was a separate project. We'd send emails back and forth to IT, remind managers to collect laptops, chase people for exit survey responses. With the offboarding module, the workflow runs automatically from day one of the notice period. IT gets their task list, the manager gets theirs, the departing employee gets theirs. We just track and close.
Every departure handled consistently, every time
Most companies treat offboarding as an exception to be managed. Treegarden makes it a process to be run. Configure your departure workflow once, and every subsequent departure — planned or sudden — follows the same documented, auditable process. No special project required for each leaving employee.
Book a demoCommon questions about offboarding
Everything you need to know before configuring your departure process.
When is the offboarding workflow triggered?
The offboarding workflow triggers when an employee's departure is recorded in Treegarden — either a resignation submitted through the self-service portal or a departure recorded directly by HR. The workflow assigns tasks immediately, with deadlines calculated from the departure date.
How does access revocation tracking work?
HR configures the access revocation checklist with each system that needs to be addressed (email, CRM, development tools, finance systems, building access). Each item is assigned to the appropriate owner — typically IT for system access, facilities for physical access. Treegarden tracks completion of each item and alerts HR when items are overdue.
Can we integrate Treegarden's offboarding with our IT systems?
Treegarden manages the task assignment and tracking layer of offboarding, including IT access revocation tasks. The actual system deprovisioning actions are performed by IT in the relevant systems. Treegarden's API is available for integrations with identity management systems that support automated deprovisioning workflows.
Are exit surveys anonymous?
Exit surveys are conducted through Treegarden's survey tool with configurable anonymity settings. For aggregate reporting, responses can be fully anonymised. HR can also configure a non-anonymous format where individual responses are visible — appropriate for structured exit interviews rather than departure sentiment surveys. The anonymity setting is configured when the survey template is created.
What happens to a departed employee's data after offboarding?
Treegarden applies your configured data retention policy to departed employee records. Active HR data (personal information, performance records, leave history) is retained for the period required by your legal obligations, then flagged for deletion. GDPR-compliant erasure can be executed for individual records on request. Payroll and legal compliance records are retained separately according to statutory requirements.
Can departed employees be flagged as eligible for rehire?
Yes. During the offboarding process, HR can classify the departure as eligible or ineligible for rehire. Eligible departures are flagged in the system, and if the former employee applies for a future role through the ATS, the recruiter is notified of their prior employment and rehire status automatically.
The way you handle departures says as much about your company as the way you handle arrivals.
Treegarden's offboarding module ensures every departure is professional, compliant and completely documented — so the last impression you make is as good as the first.