🔎 Offboarding Form

When you submit an offboarding form, you define what should happen to the accounts and data of a departing employee. The form includes the following sections:

• 📅 Schedule Offboarding
• 📧 Email & Data
• ⚙️ Software Access
• 📩 Submit Offboarding Form

Learn more about the offboarding process here.

📅 Schedule Offboarding

Select the employee's last working day, this determines when the offboarding will take place. You can schedule an offboarding

• on the same day (after 14:00), or
• on the next working day (until 18:00).

Select the option you prefer and click “Continue” (lower right).

⚠️ Important: This does not update or change any data in your HRIS (if you use one).

📧 Email & Data

Decide what should happen to the employee’s email account and data. You can either:

• do nothing (leave the account untouched), or
• delete the account.

If you choose to delete the account, you may also choose:

• Give someone access to the employee’s emails (optional) 
  If enabled, select the employee who should receive access.

  💡 Depending on your workspace, deeploi supports:

  • Google Workspace: redirecting future emails (more info here)
  • Microsoft 365: granting access to the mailbox (more details here)

• Transfer data and files to someone (optional) 
  If enabled, select the employee who should receive the data.

  💡 Depending on your workspace, deeploi supports:

  • Google Workspace: transferring Google Drive, Docs, and Calendar data (more details here)
  • Microsoft 365: transferring OneDrive data for 30 days (more details here)

⚙️ Software Access

By default, deeploi removes access to all software that is managed by deeploi. If a tool is managed by an internal owner in your company, deeploi will send reminders to ensure access is removed.

You can also:

• keep access for specific tools by deselecting them, and/or
• choose an employee to transfer software account data to (where supported).

📩 Submit offboarding form

Before submitting, you’ll see a summary of all selected options.

• If something isn’t correct, click “Back” (lower left) to make changes.
• If everything looks good, click “Submit” (lower right) to start the offboarding.

📹 Video of the whole flow

Watch this video for a detailed walkthrough of the offboarding process.

🤔 Questions about the process?

For the full end-to-end process, please refer to the main offboarding page. If anything is still unclear, contact us at hello@deeploi.io.