Employee Offboarding

Transition employees with ease and compassion

Though offboarding is unique from company to company, the process is universally robust and involves several departments. By working transparently in a single location, communication and record keeping are easier than ever. Plus, workflow automation facilitates collaboration across teams, creating an efficient yet precise process. Our tool employs several features that streamline workflow for easier off-boarding.

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Offboarding Checklists

Collaborate seamlessly across teams using an offboarding checklist accessible by all parties to keep everyone informed and task coordinated.

  • Manage separations in a single, centralized location, eliminating the need to email attachments back and forth

  • Share data across stakeholders tailored to each user’s role, providing a single source of truth

  • Quickly identify events requiring attention, events queued by status, and pending action items

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Automated Communications

Eliminate the need for constant follow-up by allowing our system to do it for you.

  • Benefit from automatic email notifications and system alerts when tasks or other items need attention

  • Improve your separation workflow by assigning action items to other users throughout the process

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Workflow Configuration & Automation

A one-size-fits-all approach doesn’t work when it comes to off-boarding employees. Make the process your own.

  • Configure the workflow based on your company’s own separation process and corporate policies

  • Tailor the tool to meet your business needs, timeline, and other specific requirements

  • Leverage automation to assign steps to the appropriate user — like the PSBP, Legal, Finance — based on your own workflow