Employee Offboarding Software for HR Teams
People leave. Their knowledge doesn't have to.
OffboardSet is offboarding software that turns every departure into a structured handoff. Capture what's in their head with AI-guided prompts, revoke every access point, and stay connected — all before the last day.
- No credit card
- SOC 2 Type II
- Set up in 10 minutes
Checklists & Workflow Automation
OffboardSet is employee offboarding software that turns every departure into a repeatable workflow. Instead of IT running one list and HR another, one template coordinates everyone, and the automation follows up for you.
Offboarding tasks that assign themselves
Every departure starts from a template for the role, department and exit type. Offboarding tasks are assigned to HR, IT and the manager with deadlines counted back from the last day, so nobody has to chase a spreadsheet to find out what is still open.
Offboarding automation, not another checklist
OffboardSet automates workflows end to end: overdue alerts fire when a task is late and each completed step is time-stamped. Offboarding automation reduces manual work for HR and removes the follow-up emails that slow every exit down.
Offboard Flow Builder
Build drag-and-drop exit workflows by role, tenure and department, then reuse them so every manager runs the exit the same way.
Employee Exit Portal
Leavers get one secure link, no account needed. They complete tasks, upload handoff documents and sign paperwork from any device, including their phone.
Built for the end of the employee lifecycle
Most teams have onboarding and offboarding covered on paper but only onboarding covered in software. OffboardSet gives the exit the same structure a new hire gets on day one, so the employee lifecycle closes as cleanly as it opens. It is not a replacement HR platform: it sits alongside the HRIS you already use and covers the exit process your HR suite only touches lightly. Not sure which tool fits your team? Read our guide to the best employee offboarding software or the 8-step employee offboarding process.
From chaotic exits to a repeatable process
Without a system
- Every manager runs the exit their own way
- Access lingers open for weeks
- Pricing scales per employee
With OffboardSet
- One template-driven flow for HR, IT and managers
- Access tracked with a timestamped audit trail
- One flat monthly fee, regardless of headcount
Four steps from resignation to a dignified goodbye
- 01
Trigger starts the flow
Resignation filed in your HRIS auto-creates an exit plan. Manager, IT and HR are notified in the same minute.
- 02
Knowledge capture kicks in
Leaver is prompted through structured handoff sessions. Every recording, doc, and decision gets tagged and indexed.
- 03
Access revocation by system
Connected tools get revoked on the last day, not days later. Nothing gets missed, nothing gets over-revoked.
- 04
Close the loop with alumni
Exit interview analysed. Leaver added to alumni network. Insights surface in your quarterly retention review.
- Handoff doc — Payments service
- Record architecture walkthrough
- Transfer ownership · 12 GitHub repos
- Return MacBook Pro · Return-kit shippedIT · Overdue
- Exit interview · 30 min with People team
- Final payroll + equity paperwork
Access Revocation & IT Security
A departing employee's logins are the quietest risk in any exit. OffboardSet tracks every access point from the first day of notice to confirmed removal, so security does not depend on someone remembering to file a ticket.
Reducing the risk of lingering access
Access revocation is tracked app by app until it is confirmed, with overdue alerts and a full timestamped audit trail. Connected tools are revoked on the last day, not days later, which protects customer data and closes the gap that most IT offboarding leaves open.
IT offboarding in one list
IT sees the same exit plan as HR and the manager, so access revocation and equipment return are tracked next to every other task. See the IT offboarding checklist for what to cover.
Want the full list? Use the IT offboarding checklist to revoke access without gaps →
Already using an access tool? Compare Lumos alternatives for access management →
Knowledge Transfer for Departing Employees
Senior people walk out with years of context nobody wrote down. OffboardSet captures it before the last day with AI-guided prompts, so the handoff is a record the next hire can use.
AI knowledge gap detection
Compares a leaver's handoff against similar past roles and flags what's missing, such as a repo nobody mentioned or a vendor relationship with no owner, before it becomes the next hire's problem.
AI-summarised handoff briefs
Every recorded walkthrough, tagged doc and Q&A thread gets condensed into one scannable brief. The successor reads a page, not a folder.
Structured handoff sessions
Leavers are prompted through structured sessions, and every recording, doc and decision is tagged and indexed. Start with our knowledge transfer checklist for departing employees.
AI features are included on the Growth plan and above →
Alumni & Boomerang Employee Network
A good exit is the start of a long relationship. OffboardSet gives every leaver a place in your corporate alumni program, so former colleagues stay reachable for referrals, advice and, when the time is right, a return.
A corporate alumni program that runs itself
Leavers move into the alumni portal as part of the exit, with a job board and Knowledge Threads for Q&A with former colleagues. Referrals and boomerang hires start from the people who already know your company.
Boomerang hire pipeline
Track boomerang employees from the day they leave, and on Business, reach alumni with pulse surveys or a consulting and gig requests pool. Learn more in our guide to boomerang employees and alumni rehire programs.
Exit Interviews, Built In
Structured questions and sentiment analysis turn exit interviews into real themes. Starter includes basic exit interviews; the AI layer runs quietly underneath on Growth and above, with nothing to configure.
AI exit sentiment analysis
Every exit interview response is scored for sentiment automatically, so "it's fine" gets checked against how it was actually said, with no manual read-through.
AI theme & risk extraction
Patterns across every departure, such as compensation, management or burnout, surface for HR leadership as they emerge. Need questions to start from? See our exit interview questions.
Comparing tools? Read the exit interview software buyer's guide →
Compliance & Audit Trail
Reducing the risk of missed access removal, unreturned equipment and forgotten paperwork means keeping evidence as you go. OffboardSet records each step as it happens, giving you proof for an auditor or a legal dispute.
A time-stamped record of every step
Each completed task is time-stamped, and Growth adds a full audit trail, so you can show who did what and when instead of reconstructing it from email.
Compliance audit export
The Business plan adds a compliance audit export (PDF). Pair it with a written employee offboarding policy so your process and your evidence match.
Flat, Company-Based Pricing
One monthly fee based on company size, not per seat. A 200-person company on Rippling pays ~$1,600/mo for offboarding tools. On OffboardSet: $79/mo.
Basic
Perfect for tiny teams with occasional exits.
Get started- 3 offboardings per year
- 1 offboarding template
- Checkbox & file upload tasks
- Last working day countdown
- Document upload (knowledge transfer)
- Employee exit portal
- Basic email notifications
- Exit interviews
- Asset management
- Access revocation
- Alumni portal
- Analytics
Starter
Unlimited offboardings for small businesses.
Start trial- Unlimited offboardings
- 5 offboarding templates
- All 6 task types + dependencies
- Basic exit interviews
- All 6 knowledge transfer item types
- Asset tracking (basic)
- Access revocation (10 integrations)
- Email & in-app notifications
- Remove OffboardSet branding
- AI features
- Alumni portal
- Analytics dashboard
- Webhooks
Growth
The complete offboarding platform for growing teams.
Start trial- Everything in Starter
- Unlimited templates + multi-step approvals
- AI exit sentiment analysis
- AI theme & risk extraction
- AI knowledge gap detection
- Knowledge Threads (Q&A with alumni)
- Full alumni portal + job board
- Boomerang hire pipeline
- Slack webhook integration
- Analytics (all time) + CSV / PDF export
- Full audit trail
- Priority email support (24h)
- Pulse surveys
- Consulting pool
- Custom webhooks
- SSO / SAML
Business
Compliance-ready with advanced AI and alumni tools.
Book a demo- Everything in Growth
- Pulse surveys for alumni
- Consulting / gig requests pool
- Custom webhooks (HMAC-SHA256)
- Compliance audit export (PDF)
- Advanced analytics + benchmarking
- Scheduled analytics reports
- Custom branded email templates
- Historical trends dashboard
- Dedicated 90-min onboarding session
- Priority chat support (8h)
- SSO / SAML
- HRIS integrations
- Custom data retention
500+ employees · Unlimited users · White-label portal · SSO / SAML · HRIS integrations (BambooHR, Workday, Rippling, ADP) · Okta / Azure AD · GDPR / HIPAA · SOC 2 Type II · 99.9% SLA · Dedicated account manager
Frequently Asked Questions
What is employee offboarding software?
Employee offboarding software replaces the scattered spreadsheets and tribal memory HR teams rely on when someone leaves. It gives every exit one structured checklist, one place to capture knowledge, one tracked access-revocation list and a time-stamped audit trail. OffboardSet is built only for the exit process, and it works alongside the HRIS you already use.
How does OffboardSet handle access revocation and IT security during offboarding?
OffboardSet tracks access revocation app by app until each removal is confirmed. Overdue alerts fire when a task is late, every step is time-stamped in an audit trail, and equipment returns are tracked, which reduces the risk of lingering logins. Starter includes access revocation across 10 integrations, and Growth adds a Slack webhook integration.
What's included in an employee offboarding checklist?
A complete employee offboarding checklist covers role-based offboarding tasks with owners and deadlines, access revocation, knowledge transfer, equipment return, an exit interview, final paperwork and an audit record. OffboardSet builds it from a template for the role, department and exit type, with deadlines counted back from the last working day.
How does OffboardSet support knowledge transfer when an employee leaves?
Leavers are prompted through structured handoff sessions, and every document, recording and decision is tagged and indexed. On Growth and above, AI-summarised handoff briefs condense it into one page for the successor, and AI knowledge gap detection flags what is missing before the last day. Starter supports all six knowledge transfer item types.
How is OffboardSet priced compared to per-seat offboarding tools?
OffboardSet uses flat, company-based pricing instead of per-seat fees: Basic is $10 per month, Starter $29, Growth $79 and Business $199, with custom Enterprise pricing. Per-seat tools charge for every employee, so cost rises with headcount. Starter and Growth include a 14-day free trial with no credit card required.
Offboarding insights for HR teams
Practical playbooks on knowledge transfer, access revocation, exit interviews and alumni — written by HR operators, not marketers.
Comparing tools? See the Rippling alternatives, BambooHR alternatives, Workday alternatives, and Lumos alternatives guides.
Have a question?
Let's talk.
We read every message. Whether you're evaluating, comparing, or just want to geek out about exit interview design — we're here.
Exit with intention.
The best offboarding is the one your leaver remembers fondly — and the one your company never notices, because nothing breaks.