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School-level feature — managed within your school portal at yourschool.deandesk.com.

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Video walkthrough

This walkthrough uses the real DeanDesk interface with the fictional Northstar Academy demo school and a calm, AI-generated English voice. Payments and outside services are not connected in the demo.
Screenshots use fictional Northstar demo data. Open People → Off-boarding. You can also open a User in User Management and click Start off-boarding to preselect that person.
Northstar demo: Off-boarding

Northstar demo — Off-boarding

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Start a departure review

1

Find the person

Click New off-boarding, search by name, email, or username, and select the correct account.
2

Choose the scope

Select This person only or Entire family. Review every person included in the preview before continuing.
3

Record the reason

Enter a reason, then click Start off-boarding. This creates a history entry you can resume later.
Changes take effect when you apply them within a step. Completing or cancelling the review is not an undo action for enrollment, role, billing, or account changes already applied.
Northstar demo: Off-boarding — New off-boarding

Northstar demo — Off-boarding — New off-boarding

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Review all six steps

For a family, review each member in the current step before moving to the next step. Add review notes and save each review. Saved reviews remain in the history; the workspace resumes at the next unfinished review. An unavailable billing service is not evidence that there is no balance. Resolve load errors before marking a review complete. If the school has no connected Stripe account, record any external billing arrangements in the notes.
Northstar demo: Off-boarding review — Courses & final grades

Northstar demo — Off-boarding review — Courses & final grades

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Complete, cancel, or resume

After all six steps have been reviewed for every person, inspect the summary and choose Complete off-boarding. The summary records decisions, notes, reviewer names, and review times. On the history page, filter All statuses, In progress, Completed, or Cancelled. Use Resume for an unfinished review and View for a closed review. The table shows the people, initiator, initiation date, and completed-review count. See Delete a user for deletion effects and Grading standards before assigning final grades.