Automating the Entire Employee Lifecycle From Exit Workflows to Implementation Roadmap.
For complete employee lifecycle automation process, read our Part 1 of this article here:
Automating the Entire Employee Lifecycle: A Practical Guide for Manufacturing HR Teams and Continuing.,
Stage 6: Exit & Offboarding Automation
Offboarding is often the most neglected part of the HR lifecycle—but it’s also the most sensitive. Mishandling an exit can lead to security breaches, compliance issues, and negative exit experiences.
With automation, offboarding becomes structured, secure, and seamless.
✅ What Can Be Automated?
| Step | Action |
|---|---|
| 🔔 Exit Trigger | Digital resignation submission auto-notifies reporting manager and HR |
| 📋 Clearance Checklist | System-generated checklist (IT, Admin, Payroll, Security) |
| 💻 IT Deprovisioning | Auto-revoke access to email, ERP, tools |
| 🎯 Asset Recovery | Notify Admin for ID cards, uniforms, and company property |
| 📜 Final Dues & FnF | Auto-calculate full & final settlement with input from finance |
| 🗣️ Exit Interview | Schedule and collect insights via automated forms |
| 📁 Document Archival | Archive all employee documents with exit date tagging in DMS |
Tools & Technologies to Use
To implement automation, you need a cohesive tech stack that integrates HR, IT, and compliance.
Recommended Tools:
| Need | Tool Type | Example |
|---|---|---|
| HRMS | Employee core database | SAP SuccessFactors, Zoho People |
| Document Management | Employee file & record system | fluidTrail, Docusign, BambooHR |
| Workflow Automation | Low-code orchestration | fluidTrail, Workato, Kissflow |
| Identity Access Mgmt | IT provisioning/deprovisioning | Azure AD, Okta |
| LMS | Training automation | iSpring, TalentLMS |
| Analytics | Lifecycle performance data | Power BI, Tableau |
Why fluidTrail?
Because unlike rigid legacy systems, fluidTrail is,
- No-code/Low-code: Anyone in HR can design workflows
- DMS-Integrated: All employee records stored, tagged, and searchable
- Audit-Friendly: Every action is time-stamped and digitally recorded
- Cross-Functional: Notifies Admin, IT, Payroll automatically
Real-World Use Cases
Company: MRF Tyres Ltd.
Challenge:
The company was struggling with manual onboarding and clearance workflows across its 5 plant locations. HR was overwhelmed with document collection, transfer letters, and F&F settlements.
Solution:
They implemented fluidTrail to automate the full employee lifecycle:
- Digital onboarding across all locations
- Auto-issued EHS training reminders
- Confirmation forms triggered at 90/180 days
- Seamless transfer workflow across units
- Automated exit process with asset tracking
Results in 6 Months:
- ⏱️ Time-to-productivity reduced by 32%
- 📉 70% reduction in follow-ups for document collection
- ✅ 100% of exit clearances completed within 48 hours
Step-by-Step Implementation Roadmap
Transitioning to automated lifecycle management doesn’t happen overnight. Here’s a phased approach:
Phase 1: Discovery & Planning
- Map current manual processes
- Identify repetitive, error-prone tasks
- Align stakeholders (HR, IT, Finance)
Phase 2: Tool Selection
- Choose platforms that support:
- Workflow orchestration
- Integration with HRMS
- Document storage
- Cross-functional alerts
Phase 3: Workflow Design
- Build onboarding, transfer, and exit workflows
- Set rule-based triggers and approval paths
- Design document templates and checklists
Phase 4: Pilot & Iterate
- Test automation with one plant/location
- Monitor compliance and turnaround times
- Collect feedback and refine
Phase 5: Scale Up
- Roll out to all departments/plants
- Conduct stakeholder training
- Track lifecycle KPIs (TAT, audit readiness, etc.)
🔁 Reinventing HR Processes for the Industrial Era
The manufacturing sector thrives on efficiency—but many HR teams are stuck in the slow lane.
Automating the entire employee lifecycle—from onboarding to offboarding—isn’t just about reducing paperwork. It’s about elevating the HR function to a strategic, experience-driven, and compliance-proof layer in your organization.
Automate HR, Automate with fluidTrail!
fluidTrail, a no-code HR workflow platform by Wepsol, is purpose-built for manufacturing HR leaders who want:
✅ Paperless onboarding
✅ Auto-trackable internal transfers
✅ Audit-ready exits
✅ End-to-end employee records management
📧 Talk to our experts: marcom@wepsol.com
💬Schedule a demo: https://wepsol.com/contact-us/
🔗 Visit: https://wepsol.com/solutions/employee-records-management-system/