Summary Steps for Setup of Offboarding Module
Pre-requisite Steps before starting the setup of the Offboarding Module. This is typically done at the start of your project with the assistance of an Implementation Specialist at HRplus.
- Define your tasks for the offboarding checklist in as much detail as possible including who is the primary person responsible for those tasks.
- Define the questions you would like to be added to the Exit Interview form. If using a rating scale then this must also be defined.
- If the Asset module is being used, ensure any assets that the employee has to return is already setup.
The steps for set up are as follows:
- Set up Offboarding Staff.
- Set up Exit Interview Rating Scale (optional).
- Set up Exit Interview Form.
- View Exit Interview Forms by HR.
- Set up Offboarding Checklist.
- Enter Separation Record for the employee on HRplus.( Optional at this stage)
- Generate Employee Offboarding Checklist.
- ESS - Employee View of Offboarding Module
- ESS - Manager view of Offboarding Tasks
- Offboarding - Close Off Tasks for HR
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