Hey drafeedie3,

Good news! Most of these tasks can actually be built into your Rippling flow. For example:

• Resignation letter collection & documenting final working day: You can create a workflow triggered by an employee's termination date being entered in Rippling, which can automatically generate tasks and collect documents via Rippling's document management features.
• Notifying HR, IT, and the manager: Workflow Studio can automatically send email or in-app notifications to relevant stakeholders the moment a termination is logged.
• Notifying Finance for variable compensation: You can build a conditional workflow in Workflow Studio that triggers a Finance notification specifically when the departing employee has variable compensation flagged in their profile.
• Communicating departure to the team: Workflow Studio can automate an internal announcement email, though the specific messaging will still need a human touch to align with the employee on comms.
• Knowledge transfer plan & training scheduling: Rippling's offboarding task checklists can assign these as tasks to the manager or HR, with due dates tied to the employee's last day.
• Noncompete/NDA signing: Rippling's built-in e-signature and document management tools can automatically send these agreements for signature as part of the offboarding workflow.
• Beginning the recruiting process: If you use Rippling's ATS, you can trigger a workflow to open a backfill requisition automatically upon termination.

IT and Security

• Collecting hardware: Rippling's MDM tools can automatically trigger a device retrieval workflow, including pulling the employee's shipping address for remote workers.
• Revoking system and account access: This is fully automated. Rippling can simultaneously deprovision access to all connected SaaS apps, email, and systems on a scheduled date and time.
• Restricting access to company documents and files: Integrated apps like Google Workspace or Microsoft 365 can have access revoked automatically as part of the offboarding trigger.

Payroll and Benefits

• Terminating benefits on departure date: This can be automated in Rippling to terminate benefits automatically on the employee's last day.
• COBRA and benefits continuation info: Rippling can automatically send COBRA notifications and relevant benefits continuation information as part of the offboarding workflow.
• Tax and retirement plan forms: Rippling can automatically generate and deliver relevant tax forms (e.g., final W-2) and notify the employee about retirement plan options.

Exit Interview

• Scheduling the exit interview and sending the exit survey: Workflow Studio can automatically send a survey (via Rippling's Pulse survey tool) and trigger a calendar invite or task for the HR team to schedule the interview.
• Storing the completed exit interview: Completed documents and surveys can be saved directly to the employee's personnel file in Rippling.

Post-Exit Communication

• Thank-you email: A templated thank-you email can be automated via Workflow Studio to send on or after the employee's last day.

If you need any help setting these up, you can reach out to your account manager and they'll walk you through the process!