Gestion du départ des employés

The offboarding process ensures secure, systematic employee exits while preserving all historical data from their employment journey.

How Employees Enter Offboarding Employees are added to offboarding manually by an administrator or HR specialist when they decide to leave the organization:

1. Navigate to Offboarding > Employees
2. Click "Add Employee to Offboarding"
3. Select the employee from your organization
4. Set their last working day
5. Optionally assign an offboarding template immediately

Assigning Templates

1. Navigate to Offboarding > Employees
2. Click "Assign Template" or use the 3-dot menu on an employee
3. Select one or more employees
4. Choose the appropriate offboarding template
5. Click "Assign"

The system will automatically create tasks for the employee based on the template.

Tracking Progress

• View all employees currently in offboarding
• By default, the list shows only 'Active' employees (Not Started and In Progress). Completed employees are hidden unless explicitly selected in the status filter
• See completion percentage for each employee
• Monitor which tasks are completed, pending, or overdue
• Filter by department, status (multiselect), or search by name
• View last working day, completion percentage, and exit interview status
• Access complete historical data for any employee across pre-onboarding, onboarding, and offboarding phases

Employee View

• Departing employees see their offboarding checklist
• Tasks are organized by type: Action tasks (checkboxes) and Document tasks (file uploads)
• Document tasks automatically render file input fields
• Employees can mark their tasks as complete
• System tracks overall progress percentage
• Once a document is uploaded, employees can view it and change it if needed

Supporting Departing Employees

• HR Actions: Complete HR tasks (documentation, final paperwork) promptly
• IT Actions: Ensure IT tasks (access revocation, system cleanup) are done before last day
• Manager Actions: Coordinate knowledge transfer and final reviews
• Monitor Progress: Check in regularly on completion rates
• Document Management: Verify uploaded documents and mark them as verified

Bulk Operations

• Assign the same template to multiple employees at once
• Send reminders to multiple employees
• Track team-wide offboarding metrics

Status Filtering

• Use the multiselect status filter to view specific employee groups
• Default view shows "Active" employees (excludes completed)
• Select "Completed" to view employees who have finished offboarding
• Filter combinations allow you to see exactly who needs attention

Historical Data Access

• Access complete employee lifecycle data from pre-onboarding through offboarding
• View all documents uploaded during pre-onboarding and onboarding
• Track complete employment journey in one place
• Useful for exit interviews and knowledge transfer

Best Practices

• Add employees to offboarding as soon as they give notice
• Assign templates immediately to ensure all tasks are captured
• Ensure IT tasks (access revocation) are completed before the last working day
• Verify all documents are collected before finalizing offboarding
• Use status filters to focus on employees who need support
• Access historical data to understand the complete employee journey
• Conduct exit interviews before finalizing offboarding