> For the complete documentation index, see [llms.txt](https://helpdesk.augmentt.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.augmentt.com/stonly-import-engage/offboard-schedule.md). # Offboard Schedule Offboarding rarely happens the moment you are told about it. A departure is usually known days in advance, and the account must stay live until a specific date and time — the end of the notice period, the end of the last shift, or the moment HR confirms the exit. The Offboard Schedule page is where those future offboards live. You set the offboard up once, with all its options, and Augmentt runs it at the time you chose. Find it at **Engage > Offboard Schedule**. **Access.** You need the Manage permission on Engage to create, edit or cancel a scheduled offboard. Read-only users can view the schedule. **Microsoft 365 only.** Scheduled offboarding requires a Microsoft 365 integration. It is not available for Google Workspace tenants — for those, run the offboard interactively from Engage > User Management at the time it is needed. ## Scheduling an offboard You schedule from the user, not from the schedule page: 1. Navigate to **Engage > User Management**. 2. Select the company and find the employee. 3. Choose **Offboard user**. 4. Configure the offboard exactly as you would for an immediate run — the security actions, mailbox handling, group removals, forwarding and OneDrive access. See the User Management guide for what each option does. 5. Instead of running it now, choose **Schedule offboarding**. 6. Set the date and time the offboard should run. 7. Choose your notification options: Create alert on successful completion, Create alert on failure. 8. Confirm. Augmentt reports **Task scheduled**. **Scheduled tasks run on every full hour.** Augmentt executes scheduled offboards on the hour, so the effective run time is the top of the hour you select. If a departure must happen at 17:30 exactly, schedule 17:00 or 18:00 and pick the side that matches the customer's expectation. **Always enable the failure alert.** A scheduled offboard that fails silently leaves an active account behind, which is the exact risk you were trying to close. Create alert on failure is the control that tells you it did not run. ## What the schedule page shows The Offboard Schedule page lists every pending scheduled action for the selected company, with: * The employee the action applies to * The action to be performed * **Scheduled for** — the date and time it will run * Status * **Last edited by** — which system user last changed the schedule Review this page as part of your weekly rhythm. A scheduled offboard is a promise to change a customer's tenant at a future date. Someone should be checking the list, particularly for departures that were later cancelled or brought forward. ## Editing a scheduled offboard 1. Navigate to **Engage > Offboard Schedule**. 2. Select the company and find the scheduled action. 3. Choose **Edit schedule**. 4. Change the date and time, then confirm. Augmentt shows the context as "Edit the schedule of the {action} of {employee}", so you can confirm you are editing the right person before saving. ## Cancelling a scheduled offboard 1. Navigate to **Engage > Offboard Schedule**. 2. Find the scheduled action. 3. Choose **Cancel schedule**. 4. Confirm. Augmentt asks: "Are you sure you want to cancel the scheduled {action} of {employee}?" Cancelling removes the pending action. Nothing is applied to the tenant, and the user is left exactly as they are. **Cancel, do not let it run.** If a departure falls through, cancel the schedule immediately. There is no undo once the offboard has executed — the mailbox conversion, licence removal and group removals all have to be reversed by hand. ## One scheduled action per user Augmentt prevents duplicate schedules. If you try to schedule an offboard for someone who already has one pending, you will see: > "{action} is already scheduled for {employee}. You can update scheduled tasks in the Offboard Schedule page" Go to Engage > Offboard Schedule and edit the existing entry rather than creating a second one. ## What the offboard actually does The scheduled action runs the same offboard workflow as an immediate offboard. Depending on the options you chose, that can include: * Converting the mailbox to a shared mailbox, keeping the email * Forwarding email to another user * Removing delegate access from the mailbox * Making the user's email aliases available immediately * Granting another user access to the departing user's OneDrive files for 30 days after deletion * Removing the user from Microsoft 365 groups, security groups and distribution groups * Hiding the user from the Global Address List * Setting an automatic reply * Removing licences * Deleting the user For a full description of each option, see the User Management guide. **Confirm licence expectations with the customer.** Removing licences at offboard is what stops the customer paying for a departed employee, but if the mailbox is converted to a shared mailbox the timing matters. Set the schedule so the conversion completes before the licence is reclaimed. ## Troubleshooting **"Task failed to be scheduled"** — the schedule was not created. Confirm the Microsoft 365 integration is healthy and that your system user has Manage on Engage, then retry. **The offboard did not run at the time I set** — scheduled tasks run on the full hour. Check the Scheduled for value and remember it executes at the top of that hour. **The offboard ran but some steps failed** — Augmentt raises per-step warnings, for example "Failed to remove one or more licenses" or "Failed to convert user mailbox to a shared mailbox". These usually mean a Microsoft-side permission or licensing condition. Review the warnings and complete the failed steps manually. **A scheduled offboard is missing from the list** — it may already have run. Check the employee's state in Engage > User Management. **"Schedule offboarding" is not offered** — the tenant is Google Workspace, or the integration does not support it. Run the offboard interactively instead. ## Related guides * User Management — the full Engage action set, including immediate offboarding * Distribution Lists — managing distribution group membership * How Alerts Work — how the success and failure alerts surface --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://helpdesk.augmentt.com/stonly-import-engage/offboard-schedule.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.