Autom Mate Team · Practical example
Offboarding is more than disabling an account. Use Autom Mate to track access removal, equipment return and ownership changes separately.
Put the steps in the right order
- Start from an authorised leaver record. Capture the employee ID, effective time, manager and systems in scope.
- Confirm the plan. Identify access to remove, equipment to recover and records that need a new owner. Follow your organisation’s retention decisions.
- Remove access at the agreed time. Call the configured identity and application actions. Keep each system’s response against the request.
- Create the handover tasks. Route device return, mailbox ownership or unfinished work to the responsible team.
- Check the result. Read the target systems again and produce a short completed/pending/failed summary.
Example checklist: sign-in disabled; relevant sessions handled where supported; application access checked; laptop return assigned; business records transferred.
Do not turn a failed access-removal step into a successful overall result, or delete records just to close the task.
Completion check: access changes are confirmed in scope; any remaining handover has a named owner and due date.
See how services separate execution from proof
Which offboarding step still needs manual chasing? Share the systems and the blocker in a comment, without personal data or secrets.