Sage HR

How to set up your offboarding process ready for when an employee leaves the company.

Set up offboarding

An overview how to process someone leaving your company in Sage HR.

Manage your offboarding tasks more easily by categorising them.

Create tasks that need to be completed as part of your offboarding process for employees.

Create workflow of tasks that need to be completed as part of an offboarding process.

How to edit, move or create new reasons for leaving.

How to assign offboarding tasks and workflows to leaving employees.

Use the Offboarding report to see the status of offboarding tasks.

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