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For PEOs, ASOs & HR outsourcing firms

Get terminated worksite employees offboarded correctly

As soon as a termination is recorded in PrismHR, WebRun reads the employee's last day, final pay details, and benefits continuation eligibility, prepares the offboarding packet in DocuSign, leaves it ready for your HR team to send, and pings your team on Telegram with what still needs to happen.

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14,115 templates Safe automation No code
In real time, as soon as a termination is recorded in PrismHR WebRun
1 PrismHR find the termination record
2 DocuSign prepare the offboarding packet
3 Telegram alert your HR team
Run a sample
In short

How do I get terminated worksite employees offboarded correctly and on time?

As soon as a termination is recorded in PrismHR, WebRun reads the employee's last day, final pay, and benefits continuation eligibility, then prepares a prefilled offboarding envelope in DocuSign and leaves it unsent for your HR team to review. It pings your team on Telegram with the details the same day, so paperwork never falls behind a departure.

  • Final pay and continuation paperwork is ready the same day as the termination
  • HR teams review every packet before it reaches a former employee
  • No termination sits unprocessed because every PrismHR record triggers an alert

Built for PEOs · ASOs · HR outsourcing firms · HR offboarding teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.prismhr.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    PrismHR - find the termination record
    prismhr.com How to Automate PrismHR
    WebRun in PrismHR: find the termination record
    WebRun opens PrismHR to find the termination record.
    • Open PrismHR and read the terminated employee's client, last day, final pay amount, and termination reason
    • Check whether the employee is eligible for benefits continuation
    • Note any client specific offboarding steps still required

    Done when The termination's details and required next steps are captured.

  3. 2
    DocuSign - prepare the offboarding packet
    docusign.com How to Automate DocuSign
    WebRun in DocuSign: prepare the offboarding packet
    WebRun opens DocuSign to prepare the offboarding packet.
    • Prepare an envelope with the final pay statement and, if eligible, the benefits continuation election form, prefilled with the employee's details
    • Add the former employee as the signer
    • Leave the envelope as a draft, unsent, for your HR team to review and send

    Done when A ready to send offboarding envelope sits in DocuSign for the terminated employee.

  4. 3
    Telegram - alert your HR team
    telegram.org How to Automate Telegram
    WebRun in Telegram: alert your HR team
    WebRun opens Telegram to alert your HR team.
    • Ping your HR team with the employee's name, client, last day, and final pay amount
    • Note whether a benefits continuation packet is included
    • Note that the DocuSign envelope is ready for your team to send

    Done when Your HR team has the offboarding alert on Telegram the same day.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.prismhr.com
ScheduleRuns automatically on this cadence
In real time, as soon as a termination is recorded in PrismHR
DeliveryHow each run's result reaches you
Offboarding alert · Telegram
OutputWhat each run produces - A DocuSign offboarding envelope ready to send plus a Telegram alert with the employee's last day and final pay amount.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the final pay or benefits packet without me?

No. WebRun only prepares the DocuSign envelope and leaves it unsent. Your HR team reviews the prefilled packet and sends it themselves, so no benefits or pay detail reaches the former employee automatically.

Does it include health plan details in what it prepares?

It only prefills the standard continuation election form your client already uses. It does not write any health or medical detail into the packet, that stays between the employee and the carrier.

How does it know if someone is eligible for benefits continuation?

It reads the eligibility flag recorded for that employee in PrismHR, so the packet only includes a continuation form when PrismHR shows the employee actually qualifies.

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