IT
Sees the departing employees assigned to them.
- Pages
- Home, Leaving tasks, Equipment, Last days, Offboarding runbook
Leaving tasks
Leaving tasks
1 of 6 done- Add a task
Employee offboarding checklist portal
An offboarding portal is where IT and managers work through each departing employee's checklist — revoking access, wiping laptops, handing over accounts — and every piece of company equipment stays on a list until it's back.
Pattern: ChecklistsDescribe it to Pory
“When someone leaves, IT and their manager each have tasks to finish, like revoking access and collecting the laptop. We need a checklist per departing employee and a list of the equipment still to come back.”
Viewing as
In plain English
How Pory sets it up
Pory gives every IT, people team and departing employee a sign-in of their own. Each departing employee sees only their own departing employees. It covers asset return & access revocation. Departing employees, leaving tasks, equipment, final pay, key dates and who to ask live in Pory's own database, so there's no spreadsheet to keep in sync.
What it does
IT checks off each departing employee's access removals from one list
Offboarding lived in an email chain that opened with "Sofia's last day is Friday" and ended with her still in Salesforce a month later. In Pory each departing employee gets their own copy of the leaving checklist, and IT sees the tasks assigned to them, from revoking access to wiping the laptop, and checks each one off as it's done. Nobody finds a former colleague still signed in to the CRM.
ChecklistsDone by: IT
Each departing employee's laptop and phone stays on the list until it's back
Getting equipment back from departing employees relied on someone remembering what was issued two years ago. In Pory each item sits against the employee with its asset tag, a return-by date and a status (Due back, Returned, Wiped or Lost), and IT updates it as the courier bag arrives. The phone that walked out the door is spotted before the farewell drinks.
Tables to manage recordsDone by: IT
Who sees what in an offboarding portal
Every person signs in to their own view. This is what each role in the demo gets.
People team
Sees every departing employee in the portal.
- Pages
- Home, Departing employees, Last days, All leaving tasks, Final pay, Offboarding runbook
Departing employee
Sees only their own departing employees.
- Pages
- Home, My leaving tasks, My equipment, Final pay, Leaving guide
What’s in the offboarding portal template
The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.
Departing employees
- Employee (text)
- Team (choice: Sales, Engineering, Operations, Marketing)
- Manager (link)
- Last day (date)
- Status (choice: Notice given, Handing over, Closed out)
- What happens next (text)
Leaving tasks
- Task (text)
- Due (date)
- Employee (link)
- Assigned to (link)
- Done (yes/no)
Equipment
- Item (text)
- Employee (link)
- Asset tag (text)
- Return by (date)
- Status (choice: Due back, Returned, Wiped, Lost)
Final pay
- Item (text)
- Amount ($) (number)
- Pay date (date)
- Status (choice: To confirm, Confirmed, Paid)
- Employee (link)
Key dates
- What (text)
- Date (date)
- Kind (choice: Meeting, Last day, Payday, Paperwork)
- Employee (link)
Who to ask
- Name (text)
- Role (text)
The parts behind this portal
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Decide
1 partChecklists
A task list on each record, ticked off in its detail view, with progress shown. Use it for onboarding, inspections or opening duties.
Share
1 partTables
Search, filters, sorting, inline add and edit. The spreadsheet, minus the sharing accident.
Control
3 partsWho sees which records
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
Passwordless sign-in
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colors, your logo. Members see you.
Frequently asked questions
A departing employee signs in with a link sent to their email and lands on Home. They see Home, My leaving tasks, My equipment, Final pay and Leaving guide, and only the departing employees that are theirs.
You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.
More workplace portals
All workplace portalsEmployee onboarding portalTasks, documents, equipmentPTO & leave requests portalSubmit → manager approvalExpense reimbursement portalClaim → finance approvalIT help desk portalTicket submit & resolvePerformance reviews portalSelf + manager review cycleApplicant tracking portalApplications & interview stagesTimesheet approval portalSubmit hours → approvePolicy acknowledgment portalPublish policies & see who hasn't read themVisitor management portalPre-registration & today's visitor list
Build your offboarding portal with Pory
Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited employees.