Before triggering an offboarding process, the employee must have been marked as inactive through the Offboarding module or directly via their profile. For more information on how to mark an employee as inactive from the offboarding page, please refer to the article Marking an employee as inactive via the offboarding module.
Go to the Onboarding/offboarding > Offboarding section.
If the employee has already been made inactive through the offboarding module, skip to step 11.Click on the + Add button at the top right corner.
Select the employee from the drop-down menu.
Add the date of the last working day.
Enter the legal reason for the employee's departure.
If this is a voluntary departure, check the Voluntary Departure box.
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Select whether this is a permanent departure or a temporary layoff. If this is a permanent departure skip to next step.
👉For a temporary layoff, you will be asked to specify the following:
• The type of temporary lay-off
• An expected date of return
• Whether seniority is to be calculated during the employee's absence
Add in comment the detailed reason of the departure. This field is mandatory.
Add attachments as needed.
Click on Save.
Go back to the detailed analysis page. Find the offboarding column and click on the box corresponding to the employee for whom you want to trigger the process. This box should normally display 0/0 in green.
⚠️ If the employee does not appear in the detailed analysis list, it means they were not made inactive through the offboarding module (steps 1 to 10).The list of tasks to be completed for this process will appear. Below the list, click Launch process.
The box will change color (blue or red) and will now display 0 / the total number of tasks to be completed.