Exit Route

Offboarding Intake

Dedicated exit form for departures, transfers, deprovisioning, and lead handoff work.

Best for keeping departure work out of the onboarding surface.

Exit Route

Offboarding Intake

Use this for all departures so transfer, shutdown, and branch-specific tasks begin from a dedicated route.

Normalized intake review

Draft workflow

Type: Offboarding Entry: Zillow Preferred Team and Core Team Owner: TBD Office: TBD

Boarder will normalize this submission into a workflow record, package, and readiness path.

Launch package preview
Workflow type Zillow Preferred Team and Core Team
Launch state Ready for ClickUp execution
Launch timing Immediately after departure intake
Next queue lane Provisioning
Next task Disable FUB, SiSu, and RealScout access
Task count 12

Included modules

  1. All-team offboarding
  2. Core-only offboarding + Flex-only offboarding

Excluded modules

  1. Workspace account setup
  2. Training sequence
  3. Brand / website extras
State transitions
  1. Departure intake captured · Operations
  2. Deprovisioning staged · Boarder + Zapier
  3. Keeper leads exported and reassigned · Operations
  4. Offboarding package ready for archive · Broker Support

Owners: Operations, Broker Support, Onboardee

Trigger

Offboarding request received

This is the event Boarder will use to move from intake to active workflow execution.

Automated actions

0

Provisioning and baseline setup will be planned before human task execution begins.

Human task load

9

Boarder will generate admin and agent task tracks from the same normalized record.

Readiness path
  • Ready Keeper lead export
  • In progress System access disabled
  • Planned Branch-specific removals
Workflow event map

Event sequence

Intake Received Operations 2026-04-17T13:57:06.004Z

Captured from Offboarding request.

Intake Mapped Boarder 2026-04-17T13:57:06.004Z

Mapped to Zillow Preferred Team and Core Team as offboarding-flex-and-core.

Exit In Progress Operations 2026-04-17T13:57:06.004Z

Offboarding tasks and transfers are staged for execution.

Provisioning Staged Boarder + Zapier 2026-04-17T13:57:06.004Z

Exit jobs are queued for deprovisioning.

Task Package Composed Boarder 2026-04-17T13:57:06.004Z

Parallel ClickUp tracks are assembled from canonical modules.

Clickup Package Ready Boarder 2026-04-17T13:57:06.004Z

Offboarding package is ready for human execution.

What this route does

Direct-link intake instead of nested forms

  • DirectEach intake path now has its own permanent URL for demos and admin use.
  • CleanerThe main dashboard stays focused on orchestration rather than embedding long forms.
  • NextThese routes can later be split further into shorter, role-specific steps if needed.