Every time an employee left the business, the People Ops team worked through over 100 individual steps to manage the offboarding process. These steps spanned access revocation, equipment returns, system deprovisioning, payroll adjustments, exit interviews, knowledge transfer, and compliance documentation. The process was entirely manual, took significant time per departing employee, and was prone to steps being missed, especially when multiple offboardings happened in the same period.
The team mapped the entire 100+ step offboarding process and identified which steps could be automated. Using a combination of Google Apps Script, Claude Cowork, and n8n (a workflow automation tool connected to Rokt's HR systems), they built automated workflows that handle the repetitive, rules-based steps without human intervention. The remaining steps that require judgment (like knowledge transfer planning) stay manual but are triggered and tracked by the automation so nothing falls through the cracks.
The automated offboarding process saves approximately two hours per departing employee. For a company processing regular departures, this represents a significant productivity win for the People Ops team. More importantly, the automation ensures consistency: every offboarding follows the same process regardless of volume or timing. Steps that were previously missed during busy periods are now handled automatically, reducing compliance risk and improving the experience for departing employees and their managers.