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A departure announced.
Access to review.

Find the accounts linked to a person, prepare tasks for each application and track what remains to be done.

Discuss your offboardingExplore the checklist

Find the person. Review their access.

The profile brings together accounts, applications and OAuth permissions. Review their presence and usage in context.

Léa Bernard

lea.bernard@sorvek.com

Digital operations lead
Active account
Customer relationsMicrosoft 365
Fictional example. Léa’s profile remains active; the 44 accounts and access entries include two licence-estimated entries.

A departure announced in Dayforce can also be matched to a still-active Microsoft 365 account to prepare its review.

Understand the HR connection

Prepare the next steps.
Application by application.

Open the departure case and review the planned action for each access item. Progress shows which tasks remain outstanding.

Departure case

Quentin Duval

quentin.duval@sorvek.com

Simulation
0 / 11 tasks processed4 applications shown
  • Microsoft 365Access to review
    To do
  • SlackAccess to review
    To do
  • NotionAccess to review
    To do
  • FigmaAccess to review
    To do
Fictional example. Four applications shown, eleven tasks to prepare. No action executed or integration guaranteed.

Tasks to review

The checklist distinguishes access linked to account deactivation from access that needs to be removed at the provider.

Simulation mode stays visible

In this example, planned Microsoft calls are logged without being executed. Transfers, sharing and seats remain guided tasks.

Keep the status.
And a record of the work.

The case brings together the action, status and actor. This example report shows how to collect tasks, owners and the items still open.

A prepared or simulated task remains distinct from an action that was actually executed.

Explore playbooks

Demonstration example — fictional data

Camille Martin

demo@sorvek.com · Horizon Studio

In progress

Departure: 16 October 2026 · 17:00 UTC

3/6 tasks completed4 applications
  • Microsoft 365Revoke sessionsLina MoreauCompleted
  • Microsoft 365Disable accountLina MoreauCompleted
  • SlackDeactivate memberLina MoreauCompleted
  • NotionTransfer pagesNoé VidalIn progress
  • FigmaReassign filesNoé VidalIn progress
  • Microsoft 365Remove licenseLina MoreauException

Open exceptionMicrosoft 365 license: retention decision pending. Due October 20.

Example report cover: Camille Martin, 4 applications, 6 tasks with 3 completed. Fictional data. Page 1 of 3.View the example report(new tab)

PDF · 3 pages · proposed format

Demonstration example. The report presents a proposed format, not a verified product export.

Your next departure,
prepared with context.

Let’s review the accounts, applications and steps that matter in your environment.

Discuss your offboarding