In Sage HR, you can create and organise your off boarding process by assigning a predefined task list to leaving employees.

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


Step 1 - Create offboarding task categories

Create categories to help manage your offboarding tasks.


Step 2 - Create offboarding tasks

Create tasks that need to be completed for when an employee leaves your company.


Step 3 - Create offboarding workflows

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


Step 4 - Assign offboarding tasks and workflows

Assign onboarding tasks and workflows to be completed by current employees.


Step 5 - Set up termination reasons

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


Return to Set up Core HR

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