You can record an employee's departure so that it is reflected in your KPIs. This can be done from the onboarding / offboarding module or from the employee's profile by deactivating or terminating them.
- From the departures page (one or more employees)
- From an employee's profile
To trigger a departure process, see this article. Recording the employee's departure is not required. These are two independent features.
In addition, launching a departure process does not record the departure or change the employee's status.
From the departures page
Record the departure of one or more employees. The Departures > Add / Edit permission is required.
- In Folks, navigate to the Onboarding / Offboarding > Offboarding module.
- At the top right of the page, click the + Add button.
- On the page that opens, select the desired employee(s). Check the box Show inactive employees box if needed.
- Indicate whether it is a permanent departure or a temporary layoff.
- Select the date of their last day of work.
- Enter the legal reason for their departure. If it is a voluntary departure, check the Voluntary departure box. For a temporary layoff, specify the following :
- The type of temporary departure
- An expected return date
- Whether seniority should be calculated during the employee's absence
- Add the detailed reason for the departure as a comment. This field is mandatory.
- You can add up to 3 attachments.
- When finished, click Add.
You can edit or delete the departure by clicking on (More options). Clicking on the departure also allows you to edit it.
If you want to export departures, use the search functions to filter the list or click on the column names to sort them.
To customize the view, click the icon to the right of the table.
From an employee's profile
Record an employee's departure when you deactivate or terminate them.
- Inactive status - Deactivating an employee sets them to inactive while keeping their data. They can be reactivated at any time if necessary.
- Terminated status - Terminating an employee removes them from the active list, but their information and history remain accessible in the system. No data is deleted.
- Go to the employee's profile.
- Click on their status below their name.
- In the window that opens, select the desired status.
- If you select Inactive status, you must enter the employee's departure information. By default, the option Include in statistics is not checked. You must check it if you want it included in the KPIs and for the departure to be visible on the departures page.
- If you select Terminated status, you must enter an end date in addition to the employee's departure information. Departure details will only be available in the departures module. By default, the departure is included in the statistics. You can uncheck the option if needed.
- When you are done, click Edit. If the employee has ongoing tasks, you will be prompted to reassign the tasks to another manager.
On the departures page, only employees included in the departure statistics appear in the table.
By accessing Reports > KPI, under Rates and trends, you can view the following data:
- Departures - Total number of departures, including both voluntary and involuntary departures
- Voluntary departures - Number of voluntary departures for the month
- Involuntary departures - Number of recorded involuntary departures