This article focuses on workflows. You can start to create and monitor all your workflows from the Automations area.
For more information on how to create the templates and the steps of an onboarding workflow, read our Help Center article on Creating On- and Offboarding Workflows.
Offboarding Template for Dismissal
You can see an overview of the typical offboarding steps for a dismissal template below:
| General Step (Responsible Person) | Item Content | Item type |
| Promote job (HR Team) |
Job newly promoted? | Checkbox |
| Email action (Responsible Person) | Item Content | Item type |
| Offboarding email (HR team) | Email action | Email action |
| John Doe | Sender | |
| Employees | Recipient | |
| Offboarding information | Subject of the email | |
| Hello {{first_name}}, your time with us is slowly coming to an end. To organize these last days as pleasantly as possible, I would like to clarify the next steps with you. 1. Filler text 2. Filler text I would like to thank you for all your work here, and I wish you all the best for the future. If you have any questions about the process, please feel free to get in touch with the HR Team at any time. |
Email template | |
| General step (Responsible Person) | Item Content | Item type |
| Employee role Offboarding (Admin) |
Departing employee moved to employee role Offboarding? | Checkbox |
|
You can create an additional employee role called Offboarding, in which you can grant access to certain sections for departing employees. |
||
| General step (Responsible Person) | Item Content | Item type |
| Create reference of employment (HR Team) |
Reference of employment template | Document for download |
| Employment reference sent? | Checkbox | |
|
General Step (Responsible Person) |
Item Content | Item type |
| Download personal documents (Employee) |
Please note the following if you want to download your documents in bulk: 1. Navigate to the "Document" tab of your personal profile 2. Generate the data export by clicking on "Download all documents" 3. You will receive an e-mail as soon as the export file is available in your account. |
Text information |
| Data export of all documents generated on | Employee attribute (Date) | |
| Receive documents as export file? | Employee attribute (yes/no) | |
|
General Step (Responsible Person) |
Item Content | Item type |
| Final meeting (Supervisor) |
Final meeting with employee conducted? | Checkbox |
|
General Step (Responsible Person) |
Item Content | Item type |
| Return of work equipment (employee) |
Mobile phone | Checkbox |
| Laptop | Checkbox | |
| Key/chip cards | Checkbox | |
| Is there any damage to the work equipment? | Fill text field | |
| General Step (Responsible Person) | Item Content | Item type |
| Close accounts (IT Team) |
All accounts are closed? | Checkbox |
|
Email action (Responsible Person) |
Item Content | Item type |
| Take back work equipment (HR Team) |
Email sent | When previous steps are completed |
| John Doe | Sender | |
| IT Team | Recipient | |
| Take back work equipment from {{first_name}} {{last_name}} | Subject of the email | |
| Dear IT Team, {{first_name}} is leaving our company on {{termination_date}}. For this reason, the laptop as well as the key with the following numbers were handed in to us:
|
Email template | |
Offboarding Template for Resignation
You can see an overview of the typical offboarding steps for a resignation template below:
These steps are all included in the dismissal template, but the due date of the two steps "Promote job" and "Employee role Offboarding" are brought forward in time.
Offboarding template for Retirement
You can see an overview of the typical offboarding steps for a retirement template below:
The same steps are applied for the Employee dismissaltemplate, with the following exceptions:
| General step (Responsible Person) | Item Content | Item type |
| Buy flower bouquet (Supervisor) |
Flowers bought? | Checkbox |
This template does not include the step "Create an employment reference".