Small IT teams use Word docs to offboard employees. Steps get missed. Access doesn't get revoked. Ex-employees linger in your systems for weeks. OffboardKit is role-based offboarding you can actually trust.
Small IT teams are one missed step away from a data breach. And it happens all the time.
Your offboarding list lives in a Word doc or Google Sheet that nobody updates. Every role has different apps. You cross your fingers and hope nothing's missed.
IT handles Microsoft 365. HR is supposed to remove them from BambooHR. Sales ops owns Salesforce. Nobody knows who's responsible for what. Steps fall through.
When your auditor asks "can you prove this employee's access was revoked on their last day?" — the answer is a shrug and a prayer the Word doc was followed.
"Onboarding/offboarding checklists are a nightmare when they're not dynamic — totally feel the pain with role-based permissions."
— r/sysadmin, Nov 2025 (1.2k upvotes)
OffboardKit replaces your Word doc checklist with smart, role-based playbooks that assign tasks, send reminders, and create an airtight audit trail.
Define a checklist template for each role in your company — Developer, Sales Rep, Finance, Marketing. OffboardKit ships with pre-built templates for 100+ common SaaS apps: Slack, GitHub, Salesforce, Notion, Zoom, HubSpot, and more. Customize to match your stack.
HR triggers an offboarding. You select the employee's role, click launch, and OffboardKit instantly generates a task list — pre-assigned to the right people, with deadlines. Everyone gets notified via email or Slack.
When steps are overdue, OffboardKit automatically sends reminders to the responsible teammate. You get a single "security alert" summary if critical access hasn't been revoked within 24 hours of the last day.
2 critical steps overdue for Sarah Chen's offboarding (Sales Manager).
Every completed runbook is archived with timestamps, team member names, and completion dates. Export a PDF in one click for SOC 2, ISO 27001, or just your own peace of mind. Finally, proof that offboarding actually happened.
One playbook per role. Launch instantly when someone joins or leaves — no manual setup each time.
Assign each app to the right person — IT, HR, Sales Ops. Everyone knows their responsibility.
Overdue steps trigger automatic Slack or email nudges. Escalates to you if a critical step is missed.
See every open runbook at a glance. Spot security gaps before they become incidents.
Pre-built step templates for Slack, GitHub, Salesforce, Zoom, HubSpot, Notion, AWS, and many more.
One-click audit log per employee. Timestamped, named. Ready for SOC 2, ISO 27001, or compliance review.
"Onboarding for us is a very annoying, labor-intensive process, all because there is very little automation... I've been gathering requirements from each department for a year and I'm just blind to my options."
"We maintain a Word doc with all the different roles listed and what they need access to. This kinda sucks because it's easy to check off the task as completed and have missed something on the Word doc."
"HR's onboard and offboarding processes are completely manual and they have to input the same data multiple times since nothing is interconnected."
Be the first to try OffboardKit when we launch. Early access members get a free onboarding session, lifetime discount, and input on the features we build first.
We'll be in touch as soon as early access opens. Meanwhile, we'll ask for your feedback as we build.
No spam. No sales calls. Just a heads-up when we're ready.