The three moments

Leavers from HR: returning laptop and badge, handing over customers and cancelling

A leaver integration passes the last working day from the HR system to everything outside the account: an offboarding ticket to collect laptop and badge in TOPdesk or ServiceNow, a handover of customers in Salesforce or HubSpot and a cancellation with Shuttel. KoppelHet builds this from HR2day, Workday, HiBob, AFAS and Nmbrs, among others.

What it is

A departure is not just about the account. The laptop and badge have to come back, customers and deals have to go to a colleague, and the employer does not want to pay for travel after the last day.

Without an integration nobody creates a ticket. The laptop does not come back, the mobility card stays active and the CRM has customers in the name of someone who has left.

How the integration handles it

  • A week before the last working day an offboarding ticket arrives to collect badge and laptop, with the operator group of the location.
  • Workday has a last day of work besides the end date. The offboarding request in ServiceNow targets the last day of work, because that is when the laptop has to come back.
  • In HubSpot the manager from AFAS gets a list of customers and deals still in the leaver's name before the termination date.
  • Salesforce refuses to deactivate a user who is still default owner of leads or cases. KoppelHet then freezes the account immediately and tells the administrator what still needs to be handed over.
  • With Shuttel KoppelHet cancels the employee on the last working day in Nmbrs, not when HR enters the departure, so they can travel until the last day.
  • In Simplicate KoppelHet closes the schedule when the last contract ends. In the service desk the person is archived, so the history stays.

Edge cases we handle

  • Garden leave counts as a departure in HiBob as soon as it starts. The offboarding request then arrives on the first day of the leave, so laptop and access do not stay until the formal end date.
  • If HR chooses to revoke access immediately in HiBob, KoppelHet creates an offboarding request with high priority right away.
  • If the end date moves, a ticket follows for the new date. The same date never produces two tickets.
  • A temporary contract followed by a new contract produces no offboarding ticket. Only when no employment continues after the end date does the call arrive.

What KoppelHet does

KoppelHet passes the departure to every system at the moment that fits there: the service desk a week ahead, Shuttel on the last working day, the CRM with time to hand over. The account in Entra ID and Active Directory falls under IAM. Expect two to four weeks to go-live.

Common integrations

Customer case

Gemeente Geertruidenberg logo

Gemeente Geertruidenberg

Public sector

Gemeente Geertruidenberg has Visma Raet YouForce create calls in TOPdesk automatically. Four weeks before a start date there is an onboarding call, a week before a departure an offboarding call, and a change call when someone gets a new role or department.

Read the customer story

Frequently asked questions

What happens to a leaver's customers and opportunities in Salesforce?

They stay in the name of the deactivated user; Salesforce does not delete users. The sales manager or administrator does the handover. KoppelHet reports who is leaving, so that can happen in time.

What happens to the mobility card of someone who leaves?

The integration cancels the employee in Shuttel on the last working day. What happens to the card after that follows the process you agreed with Shuttel.

How is this different from offboarding in IAM?

IAM disables the account and releases licences. This integration handles what has to happen outside it: equipment back, customers handed over, subscriptions and schemes cancelled.

More on Joiner, mover, leaver

Joiner, mover, leaver: the overview

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