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Staff exit and archiving

Preview what a staff exit affects, revoke access, and archive the required evidence with receipts.

At a glance

Who uses itHR and administrator
AreaStaff · Leaving
PriceIncluded in your membership

What goes in

  • Verified exit event and date
  • Active grants and assignments
  • Record retention and hold classification

Steps

  1. Step 1Preview impact
  2. Step 2Revoke FY Force access and schedules
  3. Step 3Coordinate external account tasks within authority
  4. Step 4Preserve required evidence
  5. Step 5Export and archive with receipts

Results

  • Exit checklist
  • Access-revocation evidence
  • Archive index
  • Unfinished obligation handoff

Where it stops

Coordinates offboarding rather than calculating final payroll or erasing regulated history.

Builds on

Official sources

See it with your own recordsA 30 minute call about your office and the work it follows up on.

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