Offboarding
Structured departure process for employees.
Terminate Employment
The offboarding section becomes visible when you terminate the employment:
- Click on the menu in the top right of the employee profile
- Select "Terminate employment"
- Fill in the required fields: Departure Date and Type of Departure
The employee status automatically changes to inactive on the following day.
Available Fields
- Departure Date* (Required)
- Notification Date
- Last Working Day
- Type of Departure* (Required)
- Voluntary Departure
- Regretted Departure
- Position Should Be Refilled
- Reason
Assign Offboarding Template
After entering the departure data:
- Select an offboarding template
- All defined tasks are automatically distributed
- Tasks appear on the dashboard under "Open Tasks"
Offboarding templates are managed under Settings → Automations → On-/Offboarding.
Rehire Employee
For more information on rehiring a former employee, see Rehire Employee.