Employee Exit Process Automation
Automated the offboarding process using Power Apps. Managers submit exit forms digitally, attach remarks, sign them, and HR receives notifications. Final PDFs are saved in SharePoint for audit readiness.
Client Overview
A UK-based professional services firm ensuring policy-driven and auditable offboarding.
Technical Stack
Industry
Services
Region
United Kingdom (UK)
Project-size
Non-Disclosable
Company size
Mid-scale company
Implementation Highlights
Created digital Exit Form for managers.
Configured automated notifications to HR.
Stored digitally signed forms as PDFs in SharePoint.
Challenges & Solutions
Missing or delayed HR notifications.
Solution: Automated instant email alerts on submission.
Unstructured exit data storage.
Solution: Organized SharePoint libraries by department and exit date.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Reduced HR coordination time by 50%.
- Strengthened compliance for offboarding.
- Provided auditable and searchable records.
- Reduced HR administrative workload by 50% through automated notifications and approvals.
Key Learnings & Achievement
- Automating exit workflows strengthens governance by standardizing processes, reducing manual gaps, and ensuring all exit activities are tracked, auditable, and completed on time.
- The solution has been systematically documented as a structured knowledge repository and reference framework, enabling other organizations to review, adopt, and replicate the implementation approach. This establishes the solution as a proven model, enhances credibility, and motivates prospective organizations to engage with us
