The offboarding process is a set of tasks that an employee completes when leaving a company. These tasks ensure everything is properly handed over. Admins can set up and manage these tasks for each employee based on their role and location.
Steps to Set Up an Offboarding Workflow:
- Go to the Offboarding Workflow Section:
- Navigate to: Control Panel → Employees → Offboarding → Workflows.
- Click on “+Create Workflow” to create a new workflow.
- Create the Workflow:
- Fill in these details:
- Title: Name the workflow.
- Description: Write a short description of the process.
- Default Buddy: Assign someone to help with the offboarding tasks.
- Department, Designation, and Location: Choose the employee’s relevant details.
- Click “Save” to finish.
- Fill in these details:
How to Start the Offboarding Process for an Employee:
- Go to the Offboarding Section:
- Navigate to: Control Panel → Employees → Offboarding.
- Trigger the Offboarding Process:
- Click on the “Trigger Offboarding” button.
- Use filters (e.g., department or location) to find the employee.
- Select the employee and click “Trigger” to start the process.
How to Track the Offboarding Progress:
- Check Offboarding Status:
- Go to: Control Panel → Employees → Offboarding.
- Click on the employee’s name to see their offboarding tasks and progress.
Managing Offboardings and Workflows:
- Manage Offboardings:
- Go to: Control Panel → Employees → Offboarding.
- Use the Actions column to:
- Preview: View offboarding details.
- Close: Mark offboarding as complete.
- Delete: Remove the offboarding record.
- Manage Workflows:
- Go to: Control Panel → Employees → Offboarding → Workflows.
- Use the Actions column to:
- Preview: See workflow details.
- Edit: Make changes to the workflow.
- Clone: Duplicate the workflow.
- Delete: Remove the workflow.
- Trigger: Start the workflow for employees.
Setting Up Notifications:
- Go to Notification Settings:
- Navigate to: Control Panel → Settings → Notifications.
- Enable Notifications:
- For reminders or updates, select the event (e.g., Offboarding Triggered) and add recipients.
- Click “Save” to apply changes.
Viewing and Managing Tasks:
- Check Tasks:
- Go to: Control Panel → Employees → Offboarding → Workflows.
- Click the Tasks icon to see the list of employees and their pending tasks.
Conclusion:
The offboarding process helps ensure a smooth transition for employees leaving the company. It’s easy to set up, track, and manage. If you need help, feel free to reach out to our support team.