Onboarding and Offboarding

Hi @steve.calder-macphee, just made an account to make this very request. Well said.

Was a little surprised that the onboarding module was so well designed only for there to be no offboarding module. 

@sanofar.allahpichai adding to the cheerful clamour!

Since the Onboarding module is really just one individual or group that you designate to select what you are going to take action on, in the “onboard” instance it is select the role, then it alerts the department and is set up however you may have with whatever service items you may have attached depending on what role you may have selected, Is there any reason it can’t just be a second instance of it, just with the same being “off-board” and the service items be marked as “remove” in front of the service items listed in the list?  

This is my attempt at trying to gain a way to accomplish the same thing, because we need the breakdown by role of what items/services they need to be removed from as well, and the listing is by role in Onboarding, but there is no way to duplicate at all through any other process in Freshworks.  I looked through all of the automation items, and unless you want to set up sub tasks when a role is mentioned, which is not how we manage our system, there is no way to add additional items through the automation route.

Such an extensive system, and this seems like such a basic need.