Go to Sage HR

The Offboarding report in Sage HR can be used by admin users, or managers depending on their permissions, to see the status of offboarding tasks.

To get to the report:

  1. On the main menu click Reports.

  2. Click Employee data.

  3. Click Offboarding.

Tasks will either show as:

  • Active

  • Upcoming

  • Completed

Information you see for each tasks includes:

  • Name of the task

  • Date assigned

  • Due data

  • Employee the task is assigned to

  • The employee being offboarded

To export the report, click Export.

📎NOTE: You can edit and delete tasks from this report. To edit click the pencil icon, to delete a task click the rubbish bin icon.

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