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Step 1 Offboarding: Setup Staff responsible for managing the Offboarding Process

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Personnel >> Offboarding >> Offboarding Staff

Offboarding Staff

Via this option, HR can set up the members of staff who are responsible for separating employees and managing the offboarding process when (e.g. HR, IT, Employee’s Manager).

Enter Offboarding Staff Details

First Name/Last Name: Select the name of the employee who is responsible for the on-boarding process. If in a multi-company environment, you can filter the names of employees available for selection by selecting the Company first.

Company Manage: Select a company or multiple companies (Ctrl+click) for which the employee will be responsible for managing the Offboarding process. This person will receive all the relevant email notifications .

 

The record saves as shown above, with the selected employee and the company for which he/she is managing the on-boarding process listed on the right.

If in a multi-company set up. repeat this step to add additional members of staff who are responsible for offboarding.

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