Employee offboarding software
Transform exits into positive experiences with modern HR software that puts people first.
Modern, fast-growing, global businesses love Bob
Keep the focus on your people with automated offboarding software
Departures are inevitable, but a well-structured offboarding process can provide valuable insights while leaving a lasting positive impression. Bob's offboarding software automates offboarding tasks so HR leaders can focus on what’s important: supporting team members during transitions.
Maintain positive relationships during offboarding
Bob’s offboarding tools help preserve relationships with leavers through structured, considerate exit processes.
- Schedule automated farewell communications that provide clear information on final pay, benefits, and other next steps
- Ensure consistent experiences across departments and teams with standardized workflows
- Outline final responsibilities, knowledge transfer, and exit timelines to keep the process transparent
If we look at the time spent pre-Bob and post-Bob on tasks and put it together and times out by the number of people on the HR team, it would be quite frightening to see how much time was spent before.
Glyn BlaizeChief Operations Officer at AmdarisRead more
Build a sustainable offboarding process
Standardize your offboarding with customizable workflows that scale with your business while supporting compliance and security.
- Store offboarding documentation, including handover documents, exit interview questionnaires, and role-specific checklists for HR, IT, and managers
- Set up recurring tasks for common offboarding scenarios, like benefits termination notices, final payments, and system access removal
- Use templates for resignations, terminations, and retirements to maintain consistency
Simplify transitions with dedicated offboarding features
Support compliance with clear exit processes
Without a clear onboarding process, missing steps might result in compliance concerns and data vulnerabilities. Protect your organization with Bob’s automated compliance tracking and documentation.
- Ensure consistent offboarding policy application across teams
- Maintain audit trails of completed tasks and legal requirements and store exit documentation securely
- Store signed agreements, exit interviews, and compliance records in one centralized system
My role is unique in that I’m 100 percent remote, and my team sits overseas. I also do a lot of coaching with our leadership team around performance. So for me, having Bob with that visual data around performance conversations and exit survey feedback is super important and something I'm living and breathing as part of my role.
Anthony TsoukasDirector of People and Culture at The Brand Power CompanyRead more
Manage asset recovery and access control seamlessly
Recovering company assets and removing access requires coordination across multiple teams. Simplify access control and streamline the collection of company property, technology, and documents with Bob.
- Create asset recovery checklists and automate reminders to collect everything before a team member’s last day
- Instantly remove access across internal systems and third-party apps with automated user lifecycle management
- Maintain an updated record of assigned devices, access cards, and equipment
Support leavers while protecting your business
Understand turnover with in-depth reporting and analytics
Make data-driven decisions with Bob’s comprehensive People Analytics to help reduce voluntary turnover.
- Track key metrics like headcount, growth, retention, and absenteeism on customizable dashboards with drag-and-drop functionality
- Filter results by site, department, or other factors to gain actionable insights and identify trends or blind spots
- Access data on your current workforce—such as hiring execution, growth, internal mobility, and backfill—to plan for future growth
Bob’s reporting tool is great, and I love that I can download all the fields. I always want to look at data in different ways—division, department, site, length of service, by manager...I look at turnover in many different ways. Without Bob, it would be very difficult. Relying on the accuracy of the data is the core.
Inbar DayanGlobal VP People at BigIDread more
Learn from the exit process
Offboarding offers valuable insights into why people leave and how to improve retention. With Bob, you can transform departures into opportunities for organizational growth.
- Gather valuable feedback through standardized exit interviews and surveys that make sure leavers feel heard
- Identify patterns in exit reasons and determine which of your people are at the highest risk of attrition
- Start new retention efforts by building a company culture that prioritizes engagement, collaboration, and connection
Meet Bob, an employee offboarding software that leaves a lasting positive impression
Bob's intuitive platform helps HR leaders create positive offboarding experiences while maintaining security and compliance. From automated workflows to insightful analytics, Bob supports smooth transitions for everyone involved.
Learn more about Bob
Learn more about offboarding software
What is employee offboarding software?
Offboarding software automates the process of managing departures. It standardizes exit tasks, including access removal, asset collection, final payroll processing, and compliance tracking. HR teams use it to ensure every step is completed on time, limiting data vulnerabilities and lightening admin workloads.
How does offboarding software improve compliance?
Offboarding software keeps exit processes aligned with legal and company policies. It automates the creation and management of documentation, tracks offboarding processes, and ensures that organizations maintain compliance with relevant regulations and internal policies. It helps by:
- Generating and storing final pay statements, tax documents, and benefits notifications
- Logging completed tasks, signed agreements, and exit interviews for HR compliance reviews
- Automating account deactivation and data security protocols
- Ensuring organizations meet notice periods, severance agreements, and other legal requirements
What steps are included in offboarding software?
Offboarding software helps organizations follow a structured workflow to manage each departure efficiently. The offboarding process generally includes these steps:
- Initiating departure: Trigger exit workflows based on resignation, retirement, or termination
- Assigning tasks: Notify HR, IT, payroll, and managers of their responsibilities
- Transferring knowledge: Document key processes and responsibilities before departures
- Revoking access: Remove permissions, deactivate accounts, and secure company data
- Recovering assets: Track and collect company devices, ID cards, and other equipment
- Processing final payroll: Automate last payments, bonuses, and benefits adjustments
- Conducting exit interviews: Gather feedback through structured surveys and discussions
Download this free employee onboarding template for more details.
What is the difference between onboarding and offboarding?
Onboarding and offboarding serve different purposes, but both require structured processes. Onboarding integrates new hires by assigning tasks, granting access, and introducing company culture. Offboarding manages departures by completing exit tasks, revoking access, and ensuring a smooth transition.
How can offboarding software reduce turnover risks?
Exit interviews and data tracking during offboarding can reveal trends in voluntary departures, guiding HR leaders in making informed decisions. HR teams can use offboarding software to:
- Differentiate voluntary resignations from company-driven departures
- Track turnover patterns by department, tenure, or role to determine which areas of the company are experiencing the highest rates of attrition
- Conduct structured exit interviews to collect insights for new retention initiatives
- Keep former team members engaged for potential rehire
Why is offboarding software essential for businesses?
Offboarding software ensures every step is completed efficiently by automating account deactivation and data protection to prevent security risks, tracking legal requirements and storing necessary records to support compliance, and reducing manual work for HR teams to save time.
It also improves workforce planning by providing data on turnover trends and exit reasons, while strengthening the employer brand through a positive exit experience.
Optimize your offboarding with modern HR tools
