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The IT Offboarding page (/it/offboarding) is the IT department’s queue for managing offboarding deprovisioning instances for departing employees. It includes an overdue alert banner and supports filtering by status and priority.

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Overview

The page queries useOnboardingInstances with workflow_type: 'offboarding'. Overdue count is computed client-side: instances where target_date < today and status is not completed or cancelled. An alert banner appears when overdueCount > 0. Each row shows employee name, template, status badge, priority badge, target date (red if overdue), OnboardingSLAIndicator, and compact OnboardingProgressCard. Status options: pending, in_progress, completed, cancelled.
Priority options: low, normal, high, urgent.

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Who it’s for

No explicit secondary permission gate beyond the outer ITViewGuard (it.view). Managing offboarding requires it.offboarding.manage.

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Before you start

  • IT offboarding workflows require provisioning templates at /it/jml/templates.
  • Overdue workflows should be addressed promptly to ensure timely access revocation.

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Steps

1

Open the IT Offboarding queue

Navigate to /it/offboarding.
2

Check for overdue items

If an orange/red banner appears at the top, there are overdue offboarding workflows requiring immediate attention.
3

Filter the queue

Use the search box, Status dropdown, and Priority dropdown to find specific offboarding instances.
4

Open an offboarding instance

Click the eye icon on a row to navigate to /it/offboarding/:id for full workflow details.
5

Manage templates

Click Manage Templates to navigate to /it/jml/templates for provisioning template configuration.

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Key concepts

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Viewing an offboarding instance

The Offboarding Details page (/it/offboarding/:id) shows employee information, a prioritized access revocation section (marked as high priority), asset return tasks, license reclaim tasks, an all-tasks checklist, and a notes textarea. A sidebar shows overall progress and SLA status. Task groups are categorized as access, security, equipment, and software. The employee’s IT profile and assigned assets are linked from the sidebar. Permission required: IT_PERMISSIONS.VIEW (it.view) via the module-level ITViewGuard. No additional per-route gate. Before you start: the offboarding instance must already exist (created from the Offboarding dashboard); the target last-day date should be set on the instance.
  1. Navigate to IT > Offboarding and click an employee’s offboarding row, or navigate directly to /it/offboarding/:id.
  2. Review the Employee Information card to confirm the correct employee.
  3. Complete tasks in the Access Revocation section first (highest priority).
  4. Work through Asset Return and License Reclaim task sections.
  5. Use the All Offboarding Tasks checklist for a complete view.
  6. Add or update Notes and click Save Notes.
  7. When all required tasks are done, click Mark Complete.
Key concepts:
  • Access revocation — tasks with category === 'access'; displayed with a destructive border to indicate priority.
  • Asset return — tasks with category === 'equipment'.
  • License reclaim — tasks with category === 'software'.
  • SLA status — the OnboardingSLAIndicator component compares the current date against target_date.
  • target_date — the employee’s last working day.

IT Service Management

IT Service Management overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/it.tsx
  • src/cores/it/pages/onboarding/OffboardingDashboardPage.tsx
  • src/cores/it/pages/onboarding/OffboardingInstanceDetailPage.tsx
  • src/cores/it/hooks/useOnboardingInstances.ts
  • src/cores/it/hooks/useOnboardingTaskInstances.ts
  • src/cores/it/types/onboarding.ts