Self-Service Portal

The Self-Service Portal gives departing employees a secure link where they can handle their own offboarding tasks - checking off their checklist items, scheduling equipment pickup, reviewing benefits information, requesting a reference letter, opting into the alumni network, and messaging HR directly - without ever needing a PurpletGo account.

This is a Team and Enterprise feature. On Free, Starter, and Growth plans the send-link action is unavailable.

How it works

1. From the offboarding record, an admin, manager, or HR user clicks Send Portal Link
2. PurpletGo emails the employee a link (and, if SMS notifications are configured for the org and a phone number is on file, a companion text - useful since a departing employee often loses corporate email access first)
3. The employee opens the link - no login required
4. They work through the tasks assigned to them, and everything they submit shows up immediately in the admin view

What employees see

The portal shows:

• A countdown to their last working day, plus a status timeline (Initiated → Notice Period → IT Offboarding → Asset Return → Complete)
• My Tasks - the checklist items assigned to "employee" / "self" / "you", which they can tick off themselves. Tasks assigned to HR or IT show up read-only in a separate "Team Checklist" section so the employee can see progress without being able to mark someone else's work done
• Equipment Return - schedule a courier pickup by picking a date (the next 14 working days) and a morning or afternoon slot, plus a pickup address and optional notes for the courier
• Benefits & COBRA - a summary of health coverage end date, the 60-day COBRA election window, and other standard exit benefits info, with a yes/no acknowledgment of COBRA intent
• Reference Letter Request - request a general, technical, character, or combined reference; HR gets notified by email and the employee can submit more than one request
• Alumni Network - opt in with an optional LinkedIn URL; this also gets highlighted once the offboarding is marked complete
• Message HR - a simple two-way chat thread with the HR team, polled every 20 seconds
• Documents - any compliance or e-signature documents tied to the offboarding, with their current status

Resending the portal link

If an employee loses their link, or their access needs to be reset:

1. Open the offboarding record
2. Click Send Portal Link again

Sending again replaces the previous link - the old one stops working immediately.

Portal security

• Portal links are signed JWTs, not guessable or forgeable, and are checked against a matching row in the database before anything loads
• Links expire 7 days after being sent (not currently configurable)
• Employee actions inside the portal (checklist completions, pickup scheduling, benefits ack, reference requests, alumni opt-in, messages) are all written to the offboarding's interaction history, so admins can see exactly what the employee did and when
• Mutating requests from the portal are rate-limited per link (60 requests/minute, 20/minute for chat messages) to prevent abuse if a link were ever leaked