AI Agent for Offboarding Management

Offboarding Assistance is a conversational specialized AI agent that helps managers initiate employee offboarding processes. Use this agent to create offboarding requests for departing employees and capture administrative details to trigger the offboarding workflow. This agent handles the primary intake for employee departures.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

Service Catalog Items

This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

Offboard Employee

Agent Actions

These actions run automatically during your conversation with the specialized agent.

Example

Initiating offboarding for a departing employee

Scenario: Manager Catherine needs to start the offboarding process for a team member who resigned.

Catherine: I need to start the offboarding process for Thomas Anderson. His last day is April 30th.
AI Agent: I can create that offboarding request. To confirm before I proceed, what is Thomas's employee ID, and is this a resignation or termination?
Catherine: His employee ID is EMP-4829, and this is a resignation.
AI Agent: The offboarding request has been created for Thomas Anderson (EMP-4829) with a separation date of April 30, 2026. The workflow has been initiated and will coordinate asset recovery, access revocation, and exit procedures. You'll receive a checklist of manager responsibilities via email within 1 hour.