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