Plan an offboarding
When someone leaves, every account, device and handover is covered.
People and HR · When you ask · Updated
Slack
Linear
Asana
ClickUp
Jira
TrelloHow do you plan an offboarding?
To plan an offboarding, tell Maito who is leaving and the last day in Slack. It creates the tasks in your tracker for IT, the manager, finance and the leaver, with due dates and owners, flags open work that needs reassigning, and can email the leaver a handover request.
How it's done today
Access stays open months after someone leaves.
What Maito does
- Read the leaver's role and last day
- Create tasks for IT, manager and finance
- Track until all are done
Example
@Maito Alex leaves this Friday, Oct 23. Set up offboarding.
Created 11 tasks in Linear, due dates set. • Ben: disable accounts at 5 PM Friday, collect laptop and badge, forward email for 30 days • Leo (manager): reassign Alex's 14 open tickets by Wed Oct 21, handover meeting Thursday • Omar: final expenses and last payroll check • Alex: handover doc, sent to him from maito@northstar.example Catch: Alex is the only owner of the Payments runbook and the on-call rotation for next week. Both are in Leo's list so they aren't lost. I'll remind owners on Wednesday and Friday morning and post the status here. You mark the offboarding complete once every task is checked.
@Maito Add Priya for the customer intro emails.
Added a task for Priya: intro emails to Alex's 6 accounts, due Thursday.
Rosa (1:05 PM):
Alex leaves this Friday, Oct 23. Set up offboarding.
Maito (1:07 PM):
Created 11 tasks in Linear, due dates set.
• Ben: disable accounts at 5 PM Friday, collect laptop and badge, forward email for 30 days
• Leo (manager): reassign Alex's 14 open tickets by Wed Oct 21, handover meeting Thursday
• Omar: final expenses and last payroll check
• Alex: handover doc, sent to him from maito@northstar.example
Catch: Alex is the only owner of the Payments runbook and the on-call rotation for next week. Both are in Leo's list so they aren't lost.
I'll remind owners on Wednesday and Friday morning and post the status here. You mark the offboarding complete once every task is checked.
Rosa (1:12 PM):
Add Priya for the customer intro emails.
Maito (1:13 PM):
Added a task for Priya: intro emails to Alex's 6 accounts, due Thursday.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect task tracker
- Linear
- Asana
- ClickUp
- Jira
- Trello
Not connected yet? Your agent sends you a link to sign in.
What it won't do
Maito plans and tracks the work. It does not change access, collect devices or handle legal or final pay decisions.
Questions
Linear, Asana, ClickUp, Jira or Trello, whichever you connect.
No. It assigns that to IT with a time. A person revokes access.
It lists the leaver's open items and asks the manager who takes each one, then tracks the answers.
