Offboarding Pipeline: Outro

Section Description

The Outro tab marks the final stage of the offboarding process, enabling admins to send a farewell cover letter and provide employees with essential documents that do not require a signature. This section ensures that all final communications and necessary records are securely shared with the departing employee, promoting a smooth and professional offboarding experience.

Admins can upload documents such as recommendation letters, payroll records, benefits records, or any additional files, which are then made available to the employee for download.


Features List

  • Send Final Cover Letter
  • Upload and Share Documents

Feature Overview

Send Final Cover Letter

Admins can compose a farewell message or custom cover letter to conclude the offboarding process. The employee receives the cover letter in their account, ensuring a formal and personalized exit communication.


Upload and Share Documents

Admins can upload various types of documents to share with the employee:

  1. Select Document Type: Choose from categories such as Recommendation Letter, Payroll Records, Benefits Records, or Other Files.
  2. Upload Files: Drag and drop files or click the Upload button to select files from your device. Supported formats include DOCX, PDF, JPEG, and PNG (up to 12 MB per file).
  3. Click Send to send information to the employee.
  4. Once Sent, the documents are immediately available for the employee to download through their profile.