> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 3-2. Configure a Workflow for Employee Offboarding

> Learn how to set up a workflow that automatically deprovisions SaaS accounts when an employee leaves, and sends notifications via Slack or email.

<Info>
  **Permission for this service:** This feature requires **Admin** or **Automation Manager** permission.

  **SaaS status:** The target SaaS must already be connected. The connection must use administrator privileges (including API permissions) that allow account creation and deletion.
</Info>

This guide explains how to configure a workflow that automatically deprovisions SaaS accounts when an employee leaves. The workflow also sends notifications via Slack or email.

#### Configuration flow

After completing the [prerequisites](/en/it-management/workflows/90k8f1lee0-workflows), configure the workflow in three main steps.

1. [**Pre-configure automation (mapping)**](/en/it-management/workflows/ms4wo45v27-admina-automation-wic): Set up the mapping with the connected services.
2. [**Create and publish the workflow**](#offboarding-steps): Define the workflow conditions and activate it.
3. **Notifications**: Verify that notifications arrive via the selected method ([Slack](#slack-notifications) or Email).

<h4 id="offboarding-steps">
  Steps to configure employee offboarding
</h4>

1. Go to Automation > \[Create automation] > click "Employee offboarding."

   <img src="https://mintcdn.com/moneyforwardi/cotg4nQV_vLb-rZK/images/it-management/clsb6alwrc/2026-07-07-5-30-04.png?fit=max&auto=format&n=cotg4nQV_vLb-rZK&q=85&s=58c501bfa0f5080e3257c8aab2d44007" alt="Automation template picker with &#x22;Employee offboarding&#x22; highlighted" width="866" height="1168" data-path="images/it-management/clsb6alwrc/2026-07-07-5-30-04.png" />

2. On the "deprovision" builder screen, click "1. A terminated employee was removed."

   <img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/clsb6alwrc/2026-02-12-18-56-49.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=9d9833e333a8db065e47510a3c3eacec" alt="The &#x22;deprovision&#x22; builder screen with &#x22;1. A terminated employee was removed&#x22; selected" width="1596" height="950" data-path="images/it-management/clsb6alwrc/2026-02-12-18-56-49.png" />

3. Set the automation trigger condition (contract end date) and execution schedule.

   Example: Target the work end date of February 1, 2026, and run indefinitely. To execute one day after the work end date (employment type: full-time employee):

   Set contract end date: > After, 2026/02/01 | Employment type: Full-time | Execution schedule: > After, 1, day.

   <img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/clsb6alwrc/2026-02-12-19-09-00.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=606ad871654d89d844136487f6ec2337" alt="Screen for setting the contract end date and execution schedule conditions" width="1800" height="942" data-path="images/it-management/clsb6alwrc/2026-02-12-19-09-00.png" />

   | Item                           | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
   | ------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | **Contract end date**          | Select \[Any date / Custom date] and choose a date from the calendar. A custom date excludes the specified date itself. The dropdown options are "Within / \< Before / > After." "Within" specifies a date range.                                                                                                                                                                                                                                                                         |
   | **\[+ Add another condition]** | You can add conditions for employee type / employee status / department. You can also add conditions for job title / work location / manager ID. You can also add conditions for company name / alternative email / display name / first name / last name. You can also add conditions for email address / employee number / notes / number of services / number of devices. You can also add conditions for [`custom fields`](/en/it-management/workflows/rdeflerejh-automation-custom). |
   | **Execution schedule**         | Select \[1 (number)] \[day/week] \[> After / On (date)] from the dropdowns. This is relative to the contract end date.                                                                                                                                                                                                                                                                                                                                                                    |

4. Click "Parallel execution" to add the services to include in the workflow.

   Select enabled services from \[+ Add another service].

<img src="https://mintcdn.com/moneyforwardi/oE6Jq0B-9AqpDR6g/images/it-management/clsb6alwrc/2026-01-14-10-21-39.png?fit=max&auto=format&n=oE6Jq0B-9AqpDR6g&q=85&s=f21881e9c06a41d433865bf73b8dda86" alt="Screen for adding services to &#x22;Parallel execution&#x22;" width="580" height="212" data-path="images/it-management/clsb6alwrc/2026-01-14-10-21-39.png" />

5. Select the service displayed under "Deprovisioning (deprovision)."

   To add multiple services to the workflow, turn on "Multiple selection."

   The services listed under "Deprovisioning" are those you configured during [pre-setup (mapping)](/en/it-management/workflows/ms4wo45v27-admina-automation-wic).

   <img src="https://mintcdn.com/moneyforwardi/oE6Jq0B-9AqpDR6g/images/it-management/clsb6alwrc/2026-01-14-10-24-56.png?fit=max&auto=format&n=oE6Jq0B-9AqpDR6g&q=85&s=4e4d6e26a31f1809b6d03a853ba935ae" alt="Screen for selecting the service displayed under &#x22;Deprovisioning&#x22;" width="576" height="452" data-path="images/it-management/clsb6alwrc/2026-01-14-10-24-56.png" />

6. Click the service you selected on the "Parallel execution" screen to display the "Settings" panel on the right.

   Select the workspace name from the "Service settings - Workspace name" dropdown.

   To configure multiple services, use \[+ Add another service].

   <img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/clsb6alwrc/2026-02-12-19-12-41.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=01da7eea2d5aa7587b4f36de1afef690" alt="Screen for selecting the workspace for each service" width="1788" height="1110" data-path="images/it-management/clsb6alwrc/2026-02-12-19-12-41.png" />

7. Click "Notifications."

   1. Click \[+ Add another notification].

      <img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/clsb6alwrc/2026-01-14-10-31-52.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=c2639cd71adeeb41b64c3ee8d6b738f1" alt="Screen for adding another notification" width="580" height="208" data-path="images/it-management/clsb6alwrc/2026-01-14-10-31-52.png" />

   2. On the "Message" screen, select the notification method: "Slack / Email."

      To configure multiple notifications, turn on "Multiple selection."

      For Slack setup steps, see [Slack notification setup](#slack) below.

      <img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/clsb6alwrc/2026-01-14-10-32-01.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=5d99151511eda95f70e49155b1daf41e" alt="Screen for selecting the notification method on the &#x22;Message&#x22; screen" width="578" height="372" data-path="images/it-management/clsb6alwrc/2026-01-14-10-32-01.png" />

   3. Click the message you selected on the "Notifications" screen to display the "Settings" panel on the right.

      <img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/clsb6alwrc/2026-01-14-10-44-51.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=243f1c56b61ea75f1f26c4af51b1652b" alt="Settings panel for the selected message" width="1624" height="932" data-path="images/it-management/clsb6alwrc/2026-01-14-10-44-51.png" />

8. Once all checks in the builder turn green, click \[Publish] or \[Dry Run].

   <img src="https://mintcdn.com/moneyforwardi/cotg4nQV_vLb-rZK/images/it-management/clsb6alwrc/1783637866578-automatio.png?fit=max&auto=format&n=cotg4nQV_vLb-rZK&q=85&s=35bad9250e883c0647d8fc5bb16e4d63" alt="Builder screen with all checks turned green and the publish button visible" width="1520" height="1338" data-path="images/it-management/clsb6alwrc/1783637866578-automatio.png" />

9. On the "Confirm workflow automation settings" screen, enter a name for the automation and click \[Publish].

   Note: You cannot use a name that is already registered.

   <img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/clsb6alwrc/2026-02-12-19-15-20.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=503392e702427543af3d45f1d729f763" alt="Screen for entering the automation name on the confirmation screen" width="816" height="1006" data-path="images/it-management/clsb6alwrc/2026-02-12-19-15-20.png" />

10. When "Workflow has been published" appears, click \[OK].

    <img src="https://mintcdn.com/moneyforwardi/oE6Jq0B-9AqpDR6g/images/it-management/clsb6alwrc/2025-07-14-14-33-50.png?fit=max&auto=format&n=oE6Jq0B-9AqpDR6g&q=85&s=abfeb31256518d5f9697a86423b57dd0" alt="Screen showing the &#x22;Workflow has been published&#x22; message" width="652" height="590" data-path="images/it-management/clsb6alwrc/2025-07-14-14-33-50.png" />

<h4 id="slack">
  Steps to set up Slack notifications
</h4>

1. On the screen at step ⑤-(C) of the [new employee onboarding setup](/en/it-management/workflows/ygzni03g1c-admina-automation-wic-ggx#new-employee-onboarding-steps), the "Connect notification bot" screen appears. Click \[Connect bot].

   <img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/clsb6alwrc/2026-01-14-12-47-33.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=d8c419474a0583c4ca54a7819a4cf2bb" alt="The &#x22;Connect notification bot&#x22; screen with the connect button visible" width="910" height="906" data-path="images/it-management/clsb6alwrc/2026-01-14-12-47-33.png" />

2. The "Requesting permission to access your Slack workspace" screen appears. Review the details and click \[Allow].

   <img src="https://mintcdn.com/moneyforwardi/cotg4nQV_vLb-rZK/images/it-management/clsb6alwrc/2026-06-12-7-03-28.png?fit=max&auto=format&n=cotg4nQV_vLb-rZK&q=85&s=7727d4a17437a80404cf7f9cdfc86a55" alt="Screen requesting permission to access the Slack workspace" width="1920" height="1019" data-path="images/it-management/clsb6alwrc/2026-06-12-7-03-28.png" />

3. The "Notification channel" screen appears. Click \[+ Add channel].

   <img src="https://mintcdn.com/moneyforwardi/0FfE6EsyXirDkNvw/images/it-management/clsb6alwrc/2026-01-14-12-48-04.png?fit=max&auto=format&n=0FfE6EsyXirDkNvw&q=85&s=bc2f155dfadfbd5c578adc733acb8cbd" alt="The &#x22;Notification channel&#x22; screen with the add channel button visible" width="910" height="264" data-path="images/it-management/clsb6alwrc/2026-01-14-12-48-04.png" />

4. On the "Select a Slack channel" screen, specify the destination and click \[Select].

   <img src="https://mintcdn.com/moneyforwardi/oE6Jq0B-9AqpDR6g/images/it-management/clsb6alwrc/2025-07-14-8-52-08.png?fit=max&auto=format&n=oE6Jq0B-9AqpDR6g&q=85&s=039c61d30e3597c85bbcfe52bb2aa57a" alt="Screen for selecting a Slack channel destination" width="652" height="444" data-path="images/it-management/clsb6alwrc/2025-07-14-8-52-08.png" />

5. Confirm the "Notification channel" screen and click \[Save].

   <img src="https://mintcdn.com/moneyforwardi/oE6Jq0B-9AqpDR6g/images/it-management/clsb6alwrc/2025-07-14-8-53-01.png?fit=max&auto=format&n=oE6Jq0B-9AqpDR6g&q=85&s=6a9c5856a0290ea9395959616c310dc9" alt="The &#x22;Notification channel&#x22; screen with the save button visible" width="862" height="498" data-path="images/it-management/clsb6alwrc/2025-07-14-8-53-01.png" />

#### Notification content

When setup is complete, the workflow runs on the specified date and sends notifications. For details on when workflows execute, see [**Workflow execution timing**](/en/it-management/workflows/n2msl3q9um-admina-automation).

<h4 id="slack-notifications">
  Slack notifications
</h4>

* **First-time connection notification:** A channel-add notification is sent to the specified Slack channel.

<img src="https://mintcdn.com/moneyforwardi/cotg4nQV_vLb-rZK/images/it-management/clsb6alwrc/2026-06-12-7-03-49.png?fit=max&auto=format&n=cotg4nQV_vLb-rZK&q=85&s=37d72c52e167b750ccbe21a9615362c7" alt="Channel-added notification sent to a Slack channel on first connection" width="1920" height="157" data-path="images/it-management/clsb6alwrc/2026-06-12-7-03-49.png" />

* **Execution result notification:** On the scheduled date, a notification is sent to the specified Slack channel.

<img src="https://mintcdn.com/moneyforwardi/cotg4nQV_vLb-rZK/images/it-management/clsb6alwrc/2026-06-12-7-03-56.png?fit=max&auto=format&n=cotg4nQV_vLb-rZK&q=85&s=b93aaad69536a90a7103b66bec85d222" alt="Execution result notification message sent to a Slack channel" width="1630" height="360" data-path="images/it-management/clsb6alwrc/2026-06-12-7-03-56.png" />

For the full setup flow, see [Getting started with Automations](/en/it-management/workflows/90k8f1lee0-workflows).
