Offboarding Bot: Solving the Challenge of Employee Departures and Data Loss

In today’s dynamic business environment, employee turnover poses significant challenges that organizations must manage effectively to mitigate potential risks of significant loss of company information, resulting in substantial damage. This blog offers insights into the current situation and explores how an offboarding bot can address these challenges.

The current situation

Traditionally, offboarding has been a manual and time-consuming process. HR departments and IT teams typically handle these tasks, involving numerous repetitive actions across different systems and departments. The manual nature of these processes consumes valuable human resources and increases the risk of errors and delays. Moreover, ensuring compliance with data protection regulations adds another layer of complexity to the process.

On the other hand, employee turnover, whether voluntary or involuntary, can lead to data loss and operational disruptions. According to a study by the Ponemon Institute, insider threats, which include departing employees, account for a significant portion of data breaches. The report highlights that 60% of organizations experience data loss or theft caused by ex-employees. This alarming trend highlights the urgent need for robust offboarding processes to mitigate risks associated with departing employees.

How to Create the Perfect Offboarding Checklist With Wrike | Wrike
By implementing robust offboarding practices, companies can significantly reduce the risk of data loss or theft by departing employees (Source:

The solution: Introducing the offboarding bot

An offboarding bot is a technological solution designed to streamline and secure the offboarding process, thereby reducing the risks of data loss and ensuring a smooth transition for departing employees and their teams. Here’s how an offboarding bot can address the challenges:

Automated access management

  • Role-based access: The bot can automatically revoke access to sensitive systems and data based on the departing employee’s role and responsibilities.
  • Centralized control: It provides centralized control over access permissions, ensuring that ex-employees cannot access critical information post-departure.

Knowledge transfer and documentation

  • Capture knowledge: The bot facilitates the documentation and transfer of critical knowledge and processes before an employee leaves.
  • Knowledge repository: It can create a centralized knowledge repository where departing employees can contribute insights and documentation that benefit their successors.
Documentation Images – Browse 176,735 Stock Photos, Vectors, and Video |  Adobe Stock
An offboarding bot can be a game-changer for knowledge transfer and documentation (Source:

Compliance and security

  • Data compliance: Ensures compliance with data protection regulations by securely managing access and handling of sensitive information.
  • Auditing and monitoring: Provides audit trails and monitoring capabilities to track access and activities related to departing employees.

Enhanced employee experience

  • Smooth transition: Improves the offboarding experience for employees by guiding them through necessary steps and ensuring they complete required tasks.
  • Feedback mechanism: Allows employees to provide feedback on their departure process, enabling continuous improvement.

Cost efficiency

  • Reduced costs: By automating offboarding tasks, companies can reduce administrative costs associated with manual processes and mitigate financial losses from data breaches.

Best practices

To effectively implement an offboarding bot, consider the following best practices:

  • Collaboration: Involve IT, HR, and legal departments to ensure comprehensive offboarding procedures that comply with regulations.
  • Training: Provide training to employees and managers on using the offboarding bot effectively.
  • Continuous improvement: Regularly update and refine offboarding processes based on feedback and evolving security threats.
  • Integration: Integrate the bot with existing HR systems and security frameworks to maximize efficiency and effectiveness.
Top Risks and Best Practices for Securely Offboarding Employees
By following these best practices, organizations can leverage offboarding bots to their full potential (Source:

Case study: Implementing an offboarding bot to prevent data loss and ensure business continuity

As a leading digital bank in Vietnam, the organization has implemented an offboarding bot solution to minimize data loss and security risks during employee offboarding.

The implementation process involved several key steps:

  • The bot reads resignation emails from the HR email inbox.
  • The bot checks if the resignation date is greater than the current date. If so, the bot saves the employee’s resignation information into the database and waits until the resignation date to proceed.
  • The bot checks if the resignation date is equal to the current date. If so, the bot performs the following steps:
  •    Disable the account of the resigning employee.
  •    Remove internet access for the resigning employee.
  •    Remove the user from all groups they belong to and revoke access to folders on the shared drive.
  •    Close any applications the user is currently using.
  •    Block sending internal and external emails.
  •    Remove the computer name.
  •    Disable the resigning employee’s email in the mail exchange system.

Once completed, the bot compiles the information and sends a detailed report via email.

The offboarding bot implementation had significant results:

  • 100% of the offboarding process automated
  • Number of emails processed daily: 3-5 emails per day. 
  • Number of personnel processing daily: 5-10 personnel. 
  • From 5-7 minutes/case of manual processing to 2 minutes per case by bot
  • 70% of processing time saved


Empowering an offboarding bot represents a proactive approach to addressing the challenges associated with employee departures and organization data loss. Hence, companies can significantly mitigate risks and maintain operational continuity by automating access management, facilitating knowledge transfer, ensuring compliance, and enhancing the overall offboarding experience. As businesses navigate the complexities of workforce management in the digital age, investing in technologies like offboarding bots becomes crucial not only for data security but also for fostering a resilient and efficient organizational culture.

Incorporating an offboarding bot into your company’s IT and HR strategy can pave the way for smoother transitions, stronger security measures, and improved employee retention efforts. Embrace the future of offboarding with technology that not only protects your data but also enhances your organizational agility and competitive edge in today’s fast-paced business environment.

akaBot (FPT) is the operation optimization solution for enterprises based on the RPA (Robotic Process Automation) platform combined with Artificial Intelligence, Process Mining, OCR, Intelligent Document Processing, Machine Learning, Conversational AI, etc. Serving clients in 21+ countries, across 08 domains such as Banking & Finances, Retail, IT Services, Manufacturing, and Logistics…, akaBot is featured in “Voice of the Customer” for Robotics Process Automation” by Gartner Peer Insights, G2, and ranked as Top 6 Global RPA Platform by Software Reviews. akaBot also won the prestigious Stevie Award, The Asian Banker Award 2021, Everest Group’s RPA Products PEAK Matrix® 2023, etc.

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