---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Activate the Offboarding knowledge transfer trigger

# Activate the Offboarding knowledge transfer trigger {#ariaid-title1}

Release version: Australia  
Updated February 24, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Enable the offboarding knowledge transfer trigger to ensure that the workflow runs at the right time during the employee offboarding process. This trigger automates knowledge discovery and categorization, reduces manual
effort for managers, and improves consistency in knowledge transfer processes.

## Before you begin

Role required: admin \[virtual_agent_admin\]

## Procedure

1. Navigate to AllAI Agent StudioCreate and manage.  
   A list of agentic workflows appear.
2. Locate the Generate offboarding knowledge transfer agentic workflow and select the corresponding Duplicate icon.
3. Select Duplicate.  
   The duplicated agentic workflow appears with "(Copy)" appended to the original name.
4. **Optional:** In the Workflow Name field, revise the default workflow name to reflect your organization's naming conventions.
5. In the Define key requirements section, select Save and continue to accept the default values.
6. In the Define user access section, select Save and continue to accept the default values.
7. In the Define data access section, select Save and continue to accept the default values.
8. In the Add triggers section, select the trigger name that appears in the Triggers widget.  
   The Edit a trigger form appears.
9. **Optional:** In the Name field, revise the default trigger name to reflect your organization's naming conventions.
10. Select the Trigger is OFF toggle to activate the trigger.  
    The toggle changes to Trigger is ON.
11. Set the Portal field to Employee Center.
12. Select Save.
13. Select Save and continue.
14. In the Select channels and status section, select the Display toggle in the Virtual Agent widget.
15. Set the Assistants where AI agents are discoverable field to ServiceNow Otto (default).
16. Select Save and test.

## Result

The offboarding knowledge transfer trigger is now active. When an employee's offboarding journey begins, the system automatically initiates the knowledge transfer process with the manager through ServiceNow Otto.

*[\>]: and then