The offboarding process plays a crucial role in ensuring a smooth and organized transition when an employee leaves the company. HRStop makes it easy for administrators to create, trigger, and track offboarding workflows based on an employee’s department, role, and location.
Steps to Set Up an Offboarding Workflow
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Navigate to Offboarding Workflows
Go to: Control Panel → Employees → Offboarding → Workflows -
Create a New Workflow
Click on “+Create Workflow” and fill in the following:- Title: Name of the workflow
- Description: Brief explanation of the process
- Default Buddy: Person assigned to assist during offboarding
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Department / Designation / Location: Set conditions for applicability
Click “Save” to create the workflow.
Triggering Offboarding for an Employee
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Navigate to Offboarding Section
Go to: Control Panel → Employees → Offboarding -
Trigger the Offboarding
Click on “Trigger Offboarding”- Use filters (e.g., Department or Location) to find the employee
- Select the employee and click “Trigger” to start the process
Tracking Offboarding Progress
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Check Status
Go to: Control Panel → Employees → Offboarding- Click on an employee’s name to view their task progress and status
Managing Workflows and Offboarding Tasks
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Manage Employee Offboardings
Go to: Control Panel → Employees → Offboarding
Use the Actions column to:- Preview – View offboarding details
- Close – Mark the process as complete
- Delete – Remove the record
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Manage Workflows
Go to: Control Panel → Employees → Offboarding → Workflows
Use the Actions column to:- Preview – View workflow details
- Edit – Make updates
- Clone – Duplicate a workflow
- Delete – Remove a workflow
- Trigger – Apply workflow to employees
Setting Up Offboarding Notifications
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Go to Notification Settings
Navigate to: Control Panel → Settings → Notifications -
Enable Notifications
- Choose an event (e.g., Offboarding Triggered)
- Add recipients (e.g., HR, Manager)
- Click “Save” to activate notifications
Viewing and Managing Offboarding Tasks
- Go to: Control Panel → Employees → Offboarding → Workflows
- Click the Tasks icon to view assigned tasks for each employee
Conclusion
HRStop simplifies the offboarding process by helping you manage all exit tasks efficiently. With customizable workflows, task tracking, and automated notifications, you can ensure a smooth transition for outgoing employees.