إنشاء قوالب إنهاء الخدمة
Company-wide offboarding is included on Professional (and Enterprise) full-suite agreements.
Offboarding templates standardize exits with structured checklists.
Creating a template
- Navigate to Offboarding > Templates
- Click Create template
- Enter template details:
- Name: Template name (e.g., "Standard Offboarding", "Executive Offboarding")
- Description: What this template covers
- Category: Template category for organization
Adding Tasks For each task, specify:
- Title: Task name (e.g., "Return Laptop", "Revoke System Access", "Upload Exit Documents")
- Description: Detailed instructions
- Owner: Who completes it (Employee, Manager, HR, IT, or Admin)
- Task Type: Regular task or Document Upload (automatically renders file input in employee interface)
- Due Offset: Days from offboarding start
- Link: External URL if needed
- Sort Order: Order in which tasks appear
Task Types
- Employee Tasks: Completed by the departing employee (document uploads, equipment return)
- Manager Tasks: Completed by the manager (knowledge transfer coordination, final reviews)
- HR Tasks: Completed by HR (documentation, final paperwork)
- IT Tasks: Completed by IT (access revocation, system cleanup)
- Admin Tasks: System or administrative tasks
- Document Upload Tasks: Special task type that automatically renders file upload inputs. Useful for collecting termination letters, NDAs, tax forms, and other required documents.
Template Management
- Clone Templates: Duplicate existing templates to create variations
- Edit Templates: Update tasks, descriptions, or timing
- Activate/Deactivate: Control which templates are available
- View Usage: See how many employees have used each template
- Bulk Assignment: Assign templates to multiple employees at once
Best Practices
- Create role-specific templates (e.g., Executive, Developer, Sales)
- Include a mix of tasks across different owners (Employee, HR, IT, Manager)
- Use document upload tasks for required documents (termination letters, NDAs, tax forms)
- Set realistic due dates based on task complexity
- Ensure security tasks (access revocation) are prioritized
- Test templates before assigning to ensure completeness