For the employee
Know what is still expected of you.
Find the agreements about handovers, returning company property and contact after departure. See which step is still open and who to contact.
Offboarding with ArchieA smooth departure.
A smooth departure.
Through the final step.
What do I hand over? Where do I return my laptop? Archie helps employees complete their departure carefully and makes it clear who takes the next step.
Your agreementsClear ownersHR in control
Leaver Agent · Archie for HR
A departure affects more than one team.
AI for offboarding helps employees find and follow the practical steps involved in leaving the organization. Archie's Leaver Agent makes your instructions accessible and, with the right integrations, can show task statuses or create a follow-up task. HR, the manager and IT each remain in control of their own part of the departure process.
For HR, managers and IT
Make it clear who completes each step.
Bring together the instructions and available task statuses. A handover or return is only complete once the responsible colleague confirms it.
How Archie helps with departures
The last working day. The right next step.
Follow Sam through the final preparations, a return appointment and a task that is still open. See how Archie helps without pre-empting confirmation.
In conversation with Archie
ArchieAnswer & next step
ExampleSam · EmployeeFriday is my last working day. What do I still need to arrange?
Archie
The handover in your departure checklist has been confirmed. Returning your laptop is still open. According to your instructions, you need to schedule an appointment with IT for this.
Departure checklist + company property return instructionsSam · EmployeeSo I only need to return my laptop now?
Archie
That is the open task I can see in this checklist. I cannot confirm that this means your entire departure is complete. Your manager and HR are checking their own parts. Coordinate with them to find out whether anything else is needed from you.
Visible tasks · Completion by responsible teamsWhat happens behind the conversation
Know what is complete. And what still needs attention.
- Use the right checklistShow only the tasks and statuses the employee has access to.
- Make the next step concreteExplain what still needs to happen and which colleague or department is responsible.
- Preserve the distinctionA completed task is not confirmation that the entire departure process is complete.
ArchieAnswer & next step
ExampleSam · EmployeeI want to return my laptop and charger on Friday. Can you arrange that with IT?
Archie
I can send a return request to IT for Friday at the office. It concerns your laptop and charger. Would you like me to create this request? IT will then confirm the time and location.
Configured workflow · Request to ITSam · EmployeeYes, create that request for Friday.
Archie
Your request has been received by IT's ticketing system. The time and location have not yet been confirmed. You will receive them via your agreed contact route. The return task remains open until IT registers receipt.
System confirmation · Request receivedWhat happens behind the conversation
An appointment starts with a clear request.
- Check the requestClearly specify which items, day and location the employee provides.
- Create the task after confirmationUse a supported integration and only report receipt after the system response.
- Have IT confirm receiptA requested return time does not mean that the items have already been returned.
ArchieAnswer & next step
ExampleSam · EmployeeI returned my laptop to IT yesterday, but the task is still open.
Archie
The checklist does not yet show a receipt confirmation from IT. I cannot equate that with the item not being returned. Ask IT to check the registration and provide when and to whom you handed over the laptop.
Departure checklist · Receipt confirmation missingSam · EmployeeCan you check off the task already?
Archie
In your process, IT confirms receipt. I therefore will not close the task based on this conversation alone. Once IT updates the registration and the integration makes that status available, the checklist can show that confirmation.
Completion by task owner · ITWhat happens behind the conversation
Returned does not always mean registered.
- State what the system showsA missing registration does not automatically mean that the employee has not returned anything.
- Provide a specific contact routeHave the employee ask IT to check receipt using the relevant information.
- Respect the task ownerThe responsible department confirms completion before a task is reported as done.
Illustrative conversations with fictional employees, tasks and statuses. Personal data and actions require appropriate access, supported integrations and a configured departure process.
What Archie supports when an employee leaves
From departure question to careful completion.
Start with your instructions and contact routes. Add available task statuses and follow-up actions when the systems and responsibilities are properly configured.
01 · Your instructions
The right guidance for the final steps.
Help employees find the arrangements for handover, company assets and contact persons. Archie uses your managed instructions and makes clear who is the right contact for a personal question.
Needed: up-to-date departure arrangements, work instructions and contact routes.
Practical arrangementsExample
HandoverWith your manager
Return itemsAccording to the IT instructions
Contact after departureYour HR contact route
Aligned with your process and available information.
02 · Permitted data
Visibility into what is still open.
With the right integrations, Archie can show the available departure checklist and task statuses. The employee sees what has been registered, what still requires attention and who completes the task.
Needed: linked task data, access controls and designated owners for each task.
Your departure checklistExample
HandoverConfirmed
Return laptopStill to arrange
HR reviewIn progress
Aligned with your process and available information.
03 · Configured workflow
From an open item to a concrete task.
After the agreed checks and confirmation, have Archie create a follow-up request, for example to return company equipment. The receiving system and task owner determine the subsequent status.
Required: supported write operation, confirmation step and feedback from the system.
Track a return requestExample
Confirm requestEmployee
Schedule appointmentIT
Register receiptTask owner
Aligned with your process and available information.
What’s needed
One offboarding process. Clear tasks.
Document which instructions apply, who may complete a task and what information Archie may display. Your source systems determine the recorded status.
ApplicationWhat do you connect?What do you agree on?
01Agreements & contact routes
Your offboarding instructions, handover agreements and routes for practical questions.
Determine who manages the content and how employees can reach HR after their work account has been closed.
02Checklists & task statuses
The data available from your HR, task or ticketing system.
Define the owner, visibility and meaning of the status for each task. Display only permitted information.
03Follow-up actions & confirmation
A supported integration for the agreed tasks or requests.
Define who may start an action and who confirms its execution. Manage access separately through your authorized IT process.
Also in your familiar work environment.
Archie in TeamsHelp employees with offboarding questions in Microsoft Teams as long as they have access to it. Also document the contact route they can use to reach HR after their departure.
When things go differently
A thoughtful departure remains a human process.
An exceptional arrangement, missing record or personal question sometimes requires consultation. Archie helps clarify the open item. HR, the manager or IT assesses the situation and confirms the outcome.
This is how Archie keeps things clear
“You indicate that your laptop has been returned. IT’s confirmation is still missing from the checklist.”
Identify the difference
Distinguish between what the employee reports and what the system has recorded.
Bring the question to the right owner
IT checks the return. The manager oversees the handover. HR handles personal offboarding arrangements.
Have the completion confirmed
Close an open item only according to your agreed process and with the right confirmation.
Start small. Expand with purpose.
Start with one clear offboarding route.
Choose an initial group of employees and complete the practical offboarding steps. Add task statuses and actions once the sources and responsibilities are clear.
Map the final steps
Gather the instructions for handover, returns and contact after departure. Assign an owner to each step.
Test the loose ends too
Check a missing receipt confirmation, a changed arrangement and an employee who no longer has access to Teams.
Improve together with the teams involved
See where questions keep recurring and tasks remain open. Then expand with the next integration or process step.
Discuss your offboardingOne departure route. Clear owners. A thoughtful beginning.
Good to knowYour questions about offboarding.
Your questions about offboarding.
Clearly answered.
From the first departure question to the last open task. This is what you need to know about agreements, access and responsibilities.
What does the Leaver Agent do?
The Leaver Agent is Archie's HR agent for practical questions and process steps related to leaving employment. It helps employees with your instructions for handover, returning company property and contacting the right people. With suitable integrations, it can show task statuses and create confirmed follow-up requests.
Can we get started without a system integration?
Yes. Archie can answer questions based on your managed offboarding instructions and provide the appropriate contact route. Retrieving personal checklists, showing current task statuses or creating requests requires additional access, a supported integration and configuration.
Can Archie help with returning a laptop?
Archie can explain your return instructions. With a suitable workflow, it can also forward a request to IT after confirmation. Receiving a request is not yet a confirmed appointment or registered return. IT or the designated task owner confirms those next steps.
Does Archie automatically disable accounts and access rights?
That is not a standard function of this application. Terminating access is part of your authorized IT process, with documented planning, authorization and controls. Any automation must be configured separately for this purpose. A notification of departure in a conversation does not close an account.
Who confirms that the departure process has been completed?
The responsible teams confirm their own tasks according to your process. IT can, for example, register receipt of company property, while the manager confirms the handover. HR monitors overall completion. Archie only shows the status that is available and that the user has access to.
What if the checklist does not match what the employee says?
Archie makes the discrepancy explicit and refers the employee to the task owner for verification. A missing record does not automatically mean that something has not been done. The task is not presented as completed based solely on a statement made in the conversation.
Can an employee still use Archie in Teams after leaving?
Only as long as the employee has access to the relevant Teams environment and Archie is available there. Do not assume that access will remain after departure. Therefore, establish an appropriate contact route in advance for questions to HR after the last working day.
Does Archie also answer questions about personal departure arrangements?
Archie can explain the available procedure and contact route. Personal arrangements, a final settlement or an exceptional situation require the appropriate data and assessment by HR or the authorized colleague. Archie does not make decisions about these matters based on general instructions or an incomplete conversation.
From your departure process to your ArchieHandle the departure carefully too.
Handle the departure carefully too.
Through the last open task.
Bring your departure checklist and a frequently asked question. Together, we will look at how Archie helps employees and which steps you can connect with HR, managers and IT.
