Help IT admins deliver named takeout folders to ex-employees

IT admins mark users as ex-employees, causing takeout handoffs to stall and offboarding records to be incomplete. The workflow ensures HR and IT deliver departing users' data and preserve offboarding records.

Overview

Offboarding handoffs often stall, creating audit gaps and compliance risk. This workflow gives HR and IT a predictable, named takeout process so departing users receive their data and offboarding records are preserved, with clear audit entries and fewer missed handoffs.

Notable Features

Create named takeout folders
Share folder to user email
Log folder links in spreadsheet