> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# IT Offboarding

> IT offboarding queue for managing IT deprovisioning workflows for departing employees — overdue alerting, priority filtering, and instance detail view.

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.

## 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`.

## Who it's for

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

## Before you start

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

## Steps

<Steps>
  <Step title="Open the IT Offboarding queue">
    Navigate to `/it/offboarding`.
  </Step>

  <Step title="Check for overdue items">
    If an orange/red banner appears at the top, there are overdue offboarding workflows requiring immediate attention.
  </Step>

  <Step title="Filter the queue">
    Use the search box, Status dropdown, and Priority dropdown to find specific offboarding instances.
  </Step>

  <Step title="Open an offboarding instance">
    Click the eye icon on a row to navigate to `/it/offboarding/:id` for full workflow details.
  </Step>

  <Step title="Manage templates">
    Click **Manage Templates** to navigate to `/it/jml/templates` for provisioning template configuration.
  </Step>
</Steps>

## Key concepts

| Concept                  | Description                                                                                                  |
| ------------------------ | ------------------------------------------------------------------------------------------------------------ |
| Overdue                  | An instance is overdue when `target_date < today` and status is neither completed nor cancelled              |
| Deprovisioning           | The process of revoking system access, retrieving assets, and de-assigning licenses for a departing employee |
| `OnboardingSLAIndicator` | Visual indicator of on-track vs. overdue status relative to the target date                                  |

## 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.

## Related

<Columns cols={2}>
  <Card title="IT Service Management" icon="headset" href="/it/overview">
    IT Service Management overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>