PEOPLE & OPERATIONS
Offboarding
Handle secure employee exits with asset returns, access removal and final compliance checks.
Smooth, compliant exits that protect your business with asset returns, data removal, exit interviews and final pay all managed in one checklist.
PEOPLE & OPERATIONS
A calm, organised process from start to finish.
No consultants. No six month rollout. Live in days.
Manage offboarding with structured workflows that keep every exit secure, organised and compliant. Asset returns, access removal, exit interviews and final pay steps are all tracked in one place, while automated checklists and reminders help teams complete every task on time without manual follow ups.
Trigger the exit
Managers or HR can start the process instantly, with the full checklist assigned automatically.
Return assets
Track laptops, passes and company equipment until everything is returned.
Remove access
Revoke access across connected systems at the right time with no manual chasing.
Complete the process
Finish exit interviews, final pay exports and record archiving in one smooth workflow.
A DAY IN THE FLOW
How Offboarding feels on a live Tuesday
Forget the feature lists for a moment. Here’s what offboarding actually looks like from “we should start this” to fully completed on mobile or desktop, all in under an hour.
Exit started
A manager or HR team member starts the offboarding process, and the full checklist appears instantly for everyone involved.
Tasks assigned automatically
Root HR applies the right policies, approvals and timelines automatically, so nothing is missed or delayed.
Assets and access handled
Laptops, passes and system access are tracked and removed at the right time, even when managers approve tasks on mobile.
Everything recorded
Exit interviews, audit trails, final pay exports and compliance records are all captured automatically with no spreadsheets or manual chasing.
THE WHOLE FLOW
End-to-end, with nothing lost in the middle.
From first task to final approval, every step stays connected, tracked and easy to manage.
Trigger the exit
Managers or HR can start the offboarding process instantly, with the full checklist assigned automatically.
Return assets
Track laptops, passes and company equipment until every item is returned.
Remove access
Revoke access across connected systems at the right time with no manual follow up.
Complete the process
Finish exit interviews, final pay exports and record archiving in one smooth workflow.
WHAT YOU GET
Built to make offboarding effortless.
Exit checklists
Every step of the offboarding process is tracked and clearly assigned ownership.
Asset return
Log laptops, access passes and equipment, and see exactly what’s still outstanding.
Access revocation
System access is securely removed across all connected tools at the right time.
Exit interview
Structured questionnaires with clear reporting to identify trends and insights.
A DEEPER LOOK
Every screen, purpose-built.
Offboarding brings together dashboards, records and workflows that feel natural on any device.
WHO IT'S FOR
Built for the people who get it done.
HR
Clean exits with nothing missed even at scale consistently managed.
IT
Access is removed at exactly the right moment never early never late.
Finance
Final pay is calculated correctly first time with no clawbacks.
INTEGRATIONS
Works seamlessly with your stack
Onboarding connects seamlessly with the full Root HR suite and the tools your team already uses.
SSO
IT asset tools
Payroll
HR Core
SECURITY & COMPLIANCE
Secure. UK-hosted. Audit-defensible.
Compliance Radar is protected by the same bank-
grade security that runs the rest of Root HR.
UK GDPR
ISO 27001
UKVI Compliant
eIDAS Valid
SSO Ready
AES-256 at rest
All data encrypted at rest on UK- hosted infrastructure.
TLS 1.3 in transit
Every request secured end-to-end with modern TLS.
ISO 27001 aligned
Processes aligned with ISO 27001 best practice.
UK GDPR ready
Built for UK data residency and subject rights.
Role-based access
Granular permissions down to individual fields.
Full audit trail
Every action, every change — logged and exportable.
QUESTIONS
Frequently asked questions
Does Root HR handle final pay?
Yes. Root HR sends your payroll system accurate final pay figures, including unused leave and any notice period calculations.
How does the offboarding process start in Root HR?
It starts when a manager or HR raises an exit request in the system. From there, Root HR automatically creates the full offboarding checklist and assigns tasks across HR, IT, and Finance based on the employee’s role and exit details.
PEOPLE & OPERATIONS
More in this category
HR Core
Manage staff profiles, roles, employment details and full history in one place.
Onboarding
Onboarding starts the moment a new joiner is added in Root HR.
Tasks & Workflows
Assign tasks, approvals and reminders across teams with clear ownership.
Ready to try Offboarding?
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