Offboarding is the process of preparing for an employee’s departure from the company. When employees leave, they go through the offboarding pipeline, during which you can assign them tasks, such as returning company property and signing documents.
You can perform the following actions for each record:
- Edit employee
- Add label
- Send message
- Change stage (not time-dependent)
- Delete
Offboard Employee
When you offboard employees, they will be automatically added to the offboarding pipeline according to their departure date. Here, you can assign tasks related to their departure, such as document signing, returning company property, and other necessary actions before they leave your organization. The offboarding section is designed to help you efficiently manage and track these assignments.
Offboarding Pipeline
The offboarding pipeline enables you to monitor all departing employees, and its stages are determined by specific timeframes.
The default pipeline stages are:
- All
- Upon notice
- 3 months before departure
- 2 months before departure
- 1 month before departure
- 3 weeks before
- 2 weeks before
- 1 week before
- Last days
- After departure
Each departing employee progresses through the pipeline, guided by their notice and leaving date.
Custom Pipeline
In the Onboarding settings, you have the flexibility to tailor the stages of the pipeline to your specific needs. Custom pipelines let you create the perfect process for your company.
Try this now in your Skileo account!