Employee Offboarding Software – Retire Agent
Automate Exits with a Complete Offboarding Workflow
Streamline employee exits with automated clearances, access removal, final settlement, and alumni handover—all in one online HR software.
Live demo
Retire at work
Last working day confirmed · 30-day notice served · Employee
Structured questionnaire · summary to HR · HR
Accounts and building access scheduled for 18:00 on the last day · Automated
Owned projects reassigned · runbooks transferred · Manager
Restated and countersigned · Legal
Laptop, 14-inch PIL-4471
Wiped and re-imaged
External display PIL-4472
Checked into stock
Access badge PIL-BD-219
Deactivated
Hardware security key PIL-SK-118
Courier collected · due Thu
Mobile handset PIL-4473
Reminder sent · recoverable from F&F
Full & final settlement
With the next payroll run
Lifecycle phase
Retire
Offboarding SLA
< 48 hours
Exit interview
Structured, summarised to HR
Alumni
Profile created at exit
What it does
What Retire does
- 01
Exit policies
Runs the exit checklist: notice acknowledged, exit interview, knowledge handover, and the non-compete and confidentiality terms restated and countersigned.
- 02
Access revocation
Schedules accounts and building access to close at the end of the last working day, so nothing is left open by accident.
- 03
Asset collection
Tracks every laptop, badge and key that was issued, chases what is outstanding, and records what comes back.
- 04
Full and final settlement
Works out the final payment — salary to the last day, unused leave and a pro-rated bonus, less any outstanding assets — and releases it with the next payroll run.
- 05
Alumni handoff
Creates an alumni profile and logs the knowledge transfer, so the relationship and the know-how outlast the contract.
How it works
How Retire works
- 01
Input
A confirmed exit — a resignation, a termination or the end of a contract — from the HRIS record.
- 02
Processing
Runs the exit checklist, revokes access on schedule, collects assets and calculates the settlement.
- 03
Output
A closed record: access removed, assets returned, the final payment ready and an alumni profile created.
- 04
Human approval
HR and Finance approve the settlement, and the manager signs off the handover.
Inputs and outputs
What goes in, what comes out
Takes in
- The exit confirmation from the HRIS
- The assets that were issued
- Leave balances and payroll data
Produces
- Revoked access
- An asset return record
- The full and final settlement
- An alumni profile
Receives from
Human control
Where a person decides
A person approves
- The full and final settlement
- The knowledge handover
- The non-compete and confidentiality terms, by Legal
Runs on its own
- Access revocation on the last day
- The exit survey
- Reminders for assets still outstanding
Works with
What Retire connects to
HRIS
Reads the confirmed exit from the employee record and closes it when the run is done.
Payroll
Calculates the settlement and releases it with the next payroll run.
Accounts and building access
Revoked on a schedule set for the last working day.
FAQ
Retire: frequently asked questions
What is the Retire Agent?
The Retire Agent is PilatusOS’s employee offboarding software that automates the complete exit process, including clearances, access removal, final settlement, and alumni handover, within a single HR automated workflow.
What does the Retire Agent do?
It streamlines employee exits by managing resignation or termination workflows, collecting clearances from relevant departments, revoking system access, processing final settlements, and ensuring a smooth knowledge and asset handover.
How does the Retire Agent help HR teams?
It reduces manual follow-ups, minimizes compliance risks, shortens the offboarding cycle, and ensures consistency across every exit — so HR teams can handle separations efficiently and professionally.
What processes does the Retire Agent automate?
The agent automates exit initiation, multi-department clearances, IT and system access removal, final settlement calculation, document collection, and alumni communication or knowledge transfer.
Can the Retire Agent integrate with existing HR systems?
Yes. The Retire Agent works as part of the broader PilatusOS suite and can integrate with HRIS, payroll, IT systems, and other tools to create a seamless end-to-end offboarding experience.
Is the Retire Agent suitable for both voluntary and involuntary exits?
Yes. It supports structured workflows for resignations, terminations, and other separation types, with configurable steps and approval paths based on your organization’s policies.
How does the Retire Agent ensure compliance during offboarding?
It enforces required clearance checklists, maintains audit trails, ensures timely access revocation, and standardizes documentation so organizations meet internal policies and regulatory requirements.
What does getting started with the Retire Agent look like?
Teams typically begin with a short discovery discussion to map current exit processes, followed by configuration of workflows, integration setup if needed, testing, and go-live. Ongoing support includes optimization and updates as policies evolve.
How much does the Retire Agent cost?
Pricing depends on the number of users or employees and the volume of offboarding processes. After reviewing your needs, we share a clear and customized estimate.
How long does it take to implement the Retire Agent?
The Retire Agent is designed as a ready-to-use solution and can be deployed quickly. When integrated with existing HRIS or access management systems, the timeline may extend based on configuration requirements.
See Retire in your own workflow
Tell us about your hiring volume and HRIS stack. We will tailor a walkthrough of PilatusOS to your workflow.