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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