1.Request approval after form submit
Integrate Tally and approval workflows to request internal approval for offboarding details from each submission.
Schedule offboarding task and notify IT team members
Automatically monitor new offboarding submissions across Tally and IT service apps. Create and schedule deprovisioning updates when exit form submitted, departure date set, or hardware recovery options addedβso you can request approvals, notify ticketing, and schedule calendar events without manual coordination.
How this automation schedules offboarding coordination
When an offboarding request is submitted but approvals and notifications are handled manually, deprovisioning can slip. This automation requests review, sends ticketing and process emails, and creates a calendar eventβso your IT team coordinates deprovisioning faster.
Tallyor swap with your favorite app
2.Request reviewer approval
Integrate Human in the Loop and reviewer workflows to request approval and start a 7-day timeout with reminders.
Human in the Loopor swap with your favorite app
3.Send ticketing email to inbox
Integrate Microsoft Outlook and email notifications to send a formatted ticketing message with exit details and references.
Microsoft Outlookor swap with your favorite app
4.Send process notification email
Integrate Microsoft Outlook and operations inboxes to send core exit details to the configured process address.
5.Create all-day calendar event
Integrate Microsoft Outlook and calendar scheduling to create an all-day event using the departure date and approver attendees.
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Explore all IT onboarding & offboarding automations
Simplify employee access changes with automated account provisioning, ticket routing, and deprovisioning tasks
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