How to create employee offboarding plan

This article is intended for HR managers, professionals and people responsible for employee offboarding.

Planning for employee offboarding

Once you or an employee decides to terminate the employment, the series of steps that you must plan and execute from that moment until they leave your company begin. 

How to plan employee offboarding

1. open the employee record. In it you have all employees divided by job positions
2. Select any employee in it
3. Go to the "Activity Plans" tab, here you have the option to set up departure activities using activity plans
4. Select "Create Activity"
5. Name the employee exit activity according to your company policy

What options do you have for planning employee offboarding

It is similar to employee onboarding. You set up activities for offboarding either for all employees or for a certain job position or individually for a specific employee.

• For all means that the exit activity will be created for all employees
  
• For category means that the exit activity will be established for that job position. If you want to create for a different job position, select the employee with that job position and create a leave activity from it
• For this item only means that the exit activity will be established only for the selected employee
• You can set up the vast majority of employee departure activities as one-off.

Confirmation of offboarding activity

Once the departure plan is set up, you will see a button to confirm the activity. This confirms that you as HR (or another responsible employee) have carried out the activity and, if the situation requires it, attach a file confirming this. This can be a scan, photo or other document.