1.Detects task moved to section
Integrate Asana and task routing workflows to detect offboarding section moves for eligible termination records.
Start offboarding flows when offboard task moves section
Automatically monitor offboarding task moves to a configured section across Asana, Formatter by Zapier, and Webhooks by Zapier. Automatically route when offboard stage reached, termination date is today, or termination date is earlier—so you can deactivate ATS access, move personnel records, and alert People Ops without manual reporting.
How this automation accelerates offboarding deactivation
When offboarding tasks move but termination details are handled manually, deactivation can slip and records can stay scattered. This automation formats and filters dates, fetches task details, parses custom fields, and routes deactivation and personnel file actions—so your team can reduce delays.
Asanaor swap with your favorite app
2.Computes termination comparison date
Integrate Formatter by Zapier and date transformation tools to convert the termination date into a comparison-ready value.
Formatter by Zapieror swap with your favorite app
3.Continues only for qualifying dates
Integrate Filter by Zapier and date logic tools to continue only when termination is today or earlier.
Filter by Zapieror swap with your favorite app
4.Gets full task details and fields
Integrate Webhooks by Zapier and API retrieval tools to fetch task details and attached custom fields.
Webhooks by Zapieror swap with your favorite app
5.Parses custom fields into lookup
Integrate Code by Zapier and parsing tools to map the response into a lookup for email, worker class, name, and termination date.
Code by Zapieror swap with your favorite app
6.Routes employee or contractor outcomes
Integrate Paths by Zapier and Webhooks by Zapier to branch by worker class and post payloads for downstream deactivation and file moves.
Paths by Zapieror swap with your favorite app
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Explore all employee offboarding automations
Simplify employee exits with automated task routing, account deactivation, and records updates
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