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Employee Offboarding

The Employee Offboarding module provides a structured, step-by-step process for managing employee resignations and terminations. The system automates key parts of the offboarding workflow, including creating targets and tasks to ensure all necessary actions are completed before an employee's departure.

Step 1 - Initiate Offboarding​

The first step in the offboarding process is to initiate the resignation or termination from the employee's profile.

How to Initiate​

  1. Navigate to the Employee Profile: Open the record of the departing employee
  2. Select Offboarding Action: Click the option to initiate the offboarding process
  3. Confirm Initiation: The system begins the offboarding workflow

Initiate Offboarding

Step 2 - Fill in Details for Offboarding​

Once offboarding is initiated, you need to provide the relevant details about the employee's departure.

Required Information​

Fill in relevant information such as reason for leaving, date, etc.

Details to complete:

  • Reason for Leaving: Select or enter the reason (e.g., resignation, redundancy, end of contract, termination)
  • Last Working Date: Set the employee's final day of work
  • Notice Period: Confirm the notice period and whether it will be served or paid out
  • Handover Notes: Add any relevant notes about work handover or transition
  • Exit Interview: Schedule or record exit interview details if applicable

Offboarding Details

Confirmation​

The system will notify you after the resignation operation is successfully completed.

Offboarding Success

Step 3 - Auto Create Target for Complete Offboarding​

After the offboarding details are submitted, the system automatically creates a target to track the completion of the offboarding process.

How It Works​

The resignation process will create a target, which you can view here.

What the system does automatically:

  • ✅ Creates an offboarding completion target in the system
  • 📋 Assigns the target to the relevant HR administrator
  • 🔔 Sends notifications to stakeholders involved in the offboarding
  • 📅 Sets a timeline based on the employee's last working date

Offboarding Target

Step 4 - Auto Create Tasks Under "Complete Offboarding"​

The system further breaks down the offboarding target into individual tasks that need to be completed.

Automated Task Creation​

The system generates a checklist of tasks under the "Complete Offboarding" target to ensure nothing is missed.

Typical offboarding tasks may include:

  • IT & Access: Revoke system access, collect devices and equipment
  • Finance: Process final pay, outstanding leave, and superannuation
  • Administration: Update employee records, archive documents
  • Knowledge Transfer: Ensure handover of responsibilities and documentation
  • Exit Process: Conduct exit interview, collect company property, return ID/access cards

Offboarding Tasks

Tips for Smooth Offboarding​

  • Start Early: Initiate the offboarding process as soon as the resignation or termination is confirmed
  • Track Progress: Monitor the offboarding target and tasks regularly to ensure timely completion
  • Communicate: Keep relevant departments informed (IT, Finance, the employee's team)
  • Document Everything: Maintain thorough records of the offboarding process for compliance
  • Be Thorough: Ensure all tasks are completed before the employee's last day