AI Severance Document Processing Agent
Automating Severance Document Processing with AI
Compliance-First Document Assembly
The agent automatically applies OWBPA waiver requirements, WARN notice logic, and COBRA election materials based on employee data—flagging 40+ employees for enhanced protections, calculating 21-day or 45-day consideration periods, and inserting jurisdiction-specific riders without manual review.
Dynamic Package Generation at Scale
AI-driven automation pulls employee demographics, tenure, pay rates, and benefits data from your HRIS to generate personalized separation agreements—complete with accurate severance calculations, age disclosure matrices for RIFs, and state-specific final pay rules.
Audit-Ready Execution and Tracking
Every agreement flows through configurable approval routing, e-signature capture with ESIGN/UETA compliance, and automatic revocation period monitoring—creating a defensible audit trail with timestamped delivery proofs, completion certificates, and downstream payment triggers tied to effective dates.
How Cassidy automates severance and separation workflows using AI
Step 1: Trigger on termination event
The Workflow activates when a separation is initiated in your HRIS—whether an individual involuntary termination, RIF, position elimination, or mutual separation—automatically pulling employee demographics, tenure, age, job title, pay rates, and benefits data.
Step 2: Evaluate compliance requirements
Cassidy applies your severance policy rules and checks OWBPA thresholds (flagging employees 40+ for ADEA protections), WARN Act triggers (headcount, site, 30-day aggregation), state mini-WARN requirements, and NLRA guidance for non-supervisory employees to determine which documents and disclosures are required.
Step 3: Assemble the separation package
The Workflow generates a complete, personalized agreement—calculating severance amounts per your formula, inserting the correct consideration period (21 or 45 days), adding COBRA election notices with accurate premium schedules, attaching OWBPA age disclosure exhibits for group exits, and applying jurisdiction-specific riders and carve-outs.
Step 4: Route for approval
Cassidy sends the draft package through your configured approval chain—HRBP, Legal, Compensation, Benefits—with role-based visibility and redline capabilities, running compliance checks to verify OWBPA language completeness and WARN notice accuracy before release.
Step 5: Deliver for e-signature
Once approved, the agreement is sent to the employee via secure, ESIGN/UETA-compliant e-signature with identity verification, automated reminders during the consideration period, and safeguards that prevent signing before the last day worked or before required waiting periods.
Step 6: Monitor revocation and trigger downstream actions
Cassidy tracks the 7-day revocation window, calculates the effective date, and—once final—automatically initiates payroll instructions for severance payment, notifies your COBRA TPA, triggers IT offboarding workflows, and stores executed documents with retention policies and legal hold tagging for audit defensibility.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
