# Offboarding Checklist Built for Each Leaver

Source: https://maito.app/workflows/plan-an-offboarding

Tell Maito who is leaving and when. It creates the offboarding tasks for accounts, devices, handover and payroll, assigns owners and sets due dates.

When someone leaves, every account, device and handover is covered.

[People and HR](https://maito.app/workflows/team/people-and-hr) · When you ask · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [Linear](https://maito.app/workflows/tool/linear)
-   [Asana](https://maito.app/workflows/tool/asana)
-   [ClickUp](https://maito.app/workflows/tool/clickup)
-   [Jira](https://maito.app/workflows/tool/jira)
-   [Trello](https://maito.app/workflows/tool/trello)

## How 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

1.  Read the leaver's role and last day
2.  Create tasks for IT, manager and finance
3.  Track until all are done

## Example

**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

When you ask Plan an offboarding

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

### Which tracker does it create tasks in?

Linear, Asana, ClickUp, Jira or Trello, whichever you connect.

### Does it disable accounts?

No. It assigns that to IT with a time. A person revokes access.

### Can it handle open tickets or projects?

It lists the leaver's open items and asks the manager who takes each one, then tracks the answers.

## More people and hr workflows

-   [Answer policy questions Employees ask about leave, expenses and benefits and get the answer from your handbook. People and HR · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-policy-questions)
-   [Run a new hire's first weeks New hires get the right accounts, tasks and introductions on the right day. People and HR · When you ask Works with Linear, Asana, Gmail, Microsoft 365.](https://maito.app/workflows/run-a-new-hires-first-weeks)
-   [Write a job description Get a clear job post from a few notes and similar past roles. People and HR · When you ask Works with Slack, Email.](https://maito.app/workflows/write-a-job-description)
-   [Screen applications against the role Get a short summary of each applicant against what the role needs. People and HR · When something happens Works with Slack, Email.](https://maito.app/workflows/screen-applications-against-the-role)
-   [Prepare interview kits Interviewers get the CV summary, questions and scorecard before the interview. People and HR · When something happens Works with Google Calendar, Microsoft 365.](https://maito.app/workflows/prepare-interview-kits)
-   [Collect interview feedback Chase interviewers for scorecards and summarize them for the debrief. People and HR · On a schedule Works with Slack, Email.](https://maito.app/workflows/collect-interview-feedback)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fplan-an-offboarding)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)