Offboarding

Section Description

The Offboarding section in the employee account, located in the Home module, is designed to guide employees through their offboarding tasks in a structured and efficient manner. It ensures employees can complete all required actions, including returning devices, signing or reviewing documents, and accessing their farewell information. This section also provides real-time updates on progress to ensure a seamless offboarding process.

Once all tasks are completed and the admin marks the offboarding as finished, the employee's access to the platform will be deactivated.

Features List

• Current Tasks Overview
• Devices Tab
• Docs Signing Tab
• Outro Tab
• Completion and Deactivation

Feature Overview

Current Tasks Overview

The Current Tasks block displays a list of offboarding actions that the employee needs to complete. Tasks are grouped under three main categories:

• Devices: Return company-provided devices.
• Docs Signing: Sign required documents.
• Outro: Access the farewell cover letter and download important records.

Employees can monitor their progress as they complete each task.

Devices Tab

In the Devices tab, employees can:

• View the list of devices assigned to them that need to be returned.
• Click the Return button next to each device to confirm its return.
• Once confirmed, the devices are removed from the assigned list.

This ensures proper accountability for company assets during offboarding.

Docs Signing Tab

The Docs Signing tab allows employees to manage document-related tasks efficiently during the offboarding process. Key actions include:

Review and Sign Documents:

• Employees can click the Sign button next to a document to open and review its content.
• If they agree, they can provide an electronic signature directly within the same window.

Access Signed Documents:

• Once signed, the document is moved to the Documents section of the platform, where employees can:
  • Download a copy of the signed document for personal records.
  • View the signed document online at any time before their account is deactivated.

This streamlined workflow ensures employees can securely and conveniently fulfill document-related requirements while maintaining access to signed documents for reference.

Outro Tab

In the Outro tab, employees can:

1. View the Farewell Cover Letter: Read a personalized message from the admin concluding the offboarding process.
2. Download Documents: Access essential files such as recommendation letters, payroll records, benefits summaries, or any additional documents provided by the admin.

This tab ensures that employees leave the organization with all necessary information and resources.

Completion and Deactivation

Once all tasks are completed, and the admin marks the offboarding as finished, the system automatically deactivates the employee’s access to the platform. This ensures data security and proper transition management.