1.Monitors updated offboarding entry
Integrate Cognito Forms and form submission tools to capture the updated offboarding entry and submission ID values.
Update employee offboarding records from form updates automatically
Automatically detect updated offboarding entries across Cognito Forms and Airtable. Create and update central offboarding details and handset forwarding records when offboarding entry updates, submission fields change, or approval selections change—so you can keep records current, route based on decisions, and avoid manual reconciliation paperwork.
How this automation updates your offboarding records
When offboarding entries are updated, delays can leave HR with mismatched or stale offboarding records. This automation monitors updated form entries and looks up, routes, and updates Airtable offboarding details and handset forwarding records—so your team can act on accurate status.
Cognito Formsor swap with your favorite app
2.Finds central offboarding record
Integrate Airtable and data matching tools to find the central offboarding record by matching submission ID to Entry ID.
Airtableor swap with your favorite app
3.Filters by approval and status
Integrate Zapier and approval routing rules to continue only for qualifying approval and submission status combinations.
Filter by Zapieror swap with your favorite app
4.Updates central offboarding details
Integrate Airtable and HR data mapping tools to update employee, asset, offboard date, manager, and internal link fields.
5.Creates or updates handset forwarding
Integrate Airtable and handset offboarding tables to create or update forwarding records and set handset status.
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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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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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