Offboarding Overview
Offboarding simulates the company-specific separation process that is employed when employees leave the organization. Self-Service and Notifications are also incorporated and screens are included wherever required.
The feature currently consists of the following menu options:
- Offboarding Staff: via this option, HR can set up the members of staff who are responsible for separating the employees (e.g. HR, IT, Employee’s Manager).
- Exit Interview Forms: allows the setup of user-defined forms with company-specific questions that exiting employees may be asked (e.g. why leave; issues they might have had).
- Offboarding Checklists: the formation of user-defined checklists to ensure that everything has been covered before the employee exits the organization (e.g. recover company property, revoke employee’s IT access, complete final pay process, provide recommendations).
![](https://media.screensteps.com/image_assets/assets/005/362/709/original/fc98f7bb-3aef-4ba1-949e-d411f16d9e6b.png)
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