Send Offboarding Complete Email for Halo PSA

Overview

Staff offboarding procedures can vary significantly across clients. While some clients rely on engineers to handle all offboarding tasks independently, others require detailed documentation of every step taken. So how do you ensure clients are getting all the information they need when the offboarding process is fully automated?

To meet this need, we’ve implemented an automation that sends a completion email to the designated client once the offboarding process is finalized. Additionally, the system automatically adds a public note to the corresponding ticket in the Halo ticketing platform. This note includes:

• A concise summary of the automation results
• A copy of the email sent to the client
• Key details about the offboarded user

This ensures that anyone reviewing the ticket later has full visibility into the actions taken.

Please note: this extension is specifically designed for staff offboarding automation and is compatible only with the Halo ticketing system.

Flow

Your engineer will run the Staff Offboarding automation which is configured to use this extension at the end of the automation, and the Send Offboarding Complete Email extension will begin processing.

1. Pia will retrieve the details of the Halo ticket from the parent automation.
2. Pia will create a public note in the ticket.