HR & Internal
Offboarding & Access Closure Agent
Human-approved · Starter · High severity
Works with: SharePoint, Planner, Outlook, Teams
The problem
Exits are riskier than hires: accounts left active, devices unreturned, customer handoffs dropped, final payroll fumbled. Every missed step is a security exposure or a compliance finding, and the checklist usually lives in someone's memory.
What the agent does
- Trigger: exit record created (termination/resignation logged).
- Generates the offboarding plan by role: access-revocation task list for IT, device return, final payroll/PTO items, customer/vendor handoffs, knowledge transfer.
- Assigns tasks with deadlines keyed to the last day; chases owners; escalates anything open past deadline.
- Produces a closure report: every item verified done, with dates and owners — filed to SharePoint.
- Human approval on the plan at kickoff (HR confirms scope and sensitivities).
You need this if
- An ex-employee's account was found active weeks later
- Offboarding steps differ by who runs them
- Cyber insurance or audit requirements for access reviews
Who uses it
HR, IT, managers, owner (risk visibility).
What goes in, what comes out
In: exit record, role/access templates. Out: assigned closure plan, escalations, verified closure report.
Why it pays
Priced against a single security incident or audit finding, it's trivially cheap. Sells especially well alongside a security/MSP conversation.
Built to be trusted
- Never disables accounts itself — verifies IT confirmed it
- Sensitive exits (terminations) get a restricted-visibility plan
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.