Employee offboarding
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
Many companies handle employee offboarding manually, using emails, phone calls, and private conversations to move the process along. While you may already have an offboarding policy, unless it’s executed with an automated workflow, it can put your business at risk.
This process app provides an example of how an employee offboarding process can be designed to ensure there are no missed steps.
Forms
Initial offboarding form
HR exit form
Exit interview form
Process
