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Offboarding Processes
Offboarding Processes define the templates used when a staff member exits the organisation. They help HR coordinate handover, clearance, access removal, asset recovery, and other exit activities.
Concepts
| Field | Meaning |
|---|---|
| Code | The offboarding process identifier. |
| Description | The process name. |
| Org Unit | The unit the process applies to or is managed by. |
| Staff Category | The staff group the process applies to. |
| Career Track | The career track relevant to the process. |
| Org Role | The role context for offboarding. |
| Tracking Template | The template used to track exit tasks. |
Screenshot: Offboarding Processes list view
How To Create an Offboarding Process
- Go to HCM -> Setup -> Offboarding Processes.
- Click New.
- Enter the process Code and Description.
- Select the relevant org unit, staff category, career track, and org role.
- Select a tracking template for offboarding activities.
- Save the process.
- Review the process before assigning it to staff exit workflows.
Screenshot: Offboarding Process form
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