If you have the Core HR module in Sage HR, you can create and organise your offboarding process by assigning a predefined task list to employees leaving your company.

Simply create a list of tasks and assign these offboarding tasks to your employees.

Before you can set up and use offboarding functionality, you need to enable it within your global permissions.

Create categories to help manage your offboarding tasks.

Create tasks that need you need others to complete when an employee leaves your company.

Create an organised process of what needs to be done when you offboard an employee. You can add offboarding tasks to these workflows.

Assign onboarding tasks and workflows that you need your employees to complete.

Establish what termination reasons you want to have as options when you terminate an employee in Sage HR.