Difference between revisions of "Process:Offboarding"
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|Related Modules=Module:Offboardings,Module:OffboardingTemplates,Module:ExitInterviews,Module:Tasks,Module:Trainings,Module:Employees,Module:Positions,Module:OnboardingOffboardingElements | |Related Modules=Module:Offboardings,Module:OffboardingTemplates,Module:ExitInterviews,Module:Tasks,Module:Trainings,Module:Employees,Module:Positions,Module:OnboardingOffboardingElements | ||
| − | |Short Description=How to start and conduct na | + | |Short Description=How to start and conduct na onffboarding process |
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=={{int:ev-description}}== | =={{int:ev-description}}== | ||
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| + | '''Offboarding''' is a process analogous to the [[Process:Onboarding|onboarding process]], but it concerns the stage of leaving an [[Module:Employees|Employee]] from the company. <br> | ||
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| + | Employee exit management was invented to organize the tasks necessary to perform when someone is leaving the company. The system offers all the tools to handle it as smoothly as possible. <br> | ||
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| + | The offboarding process includes: | ||
| + | * '''transferring the knowledge''' accumulated by the employee to other successors or successors of employees, | ||
| + | * '''management of equipment''' made available to the employee, | ||
| + | * '''conducting''' so-called '''exit interviews'''. During such a conversation, the employee receives a summary of his work in the organization, and the employee, in turn, talks about his assessment of work with the organization.<br> | ||
| + | |||
| + | The system allows you to automate the following elements in the offboarding process: | ||
| + | * creating and duplicating offboarding activity templates (similarly as for the onboarding process), | ||
| + | * planning all activities (tasks, trainings, exit interviews) to take place at an employee leaves the position, | ||
| + | * create alerts and reminders for such activities.<br> | ||
| + | |||
| + | '''[[Module:Offboardings|Offboardings]]''' module allows users to view and manage offboardings for specific candidates, generated from Offboarding Templates. In a record view of an offboarding, you can also check offbording's status and which trainings, tasks and exit interviews outgoing employee has to complete.<br> | ||
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| + | '''[[Module:OffboardingTemplates|Offboarding Templates]]''' module is a collection of templates, that are to be used while generating actual offboarding for a particular employee and position. Each template is related to a position record. It can also be related to [[Module:OnboardingOffboardingElements|Offboarding Elements]], in this case, tasks, trainings and exit interview to be completed during the offboarding process. | ||
| + | An offboarding may be easily generated from a template by using '''Offboarding Generate''' action. All offboardings generated from the offboarding template are available in the subpanel.<br> | ||
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| + | In addition, the following dashlets can be placed on the home page to help manage the offboarding process of various people in the company: | ||
| + | * '''My Exit Interviews''', | ||
| + | * '''My Offboardings''', | ||
| + | * '''My Offboardings Templates''', | ||
| + | * '''My Onboarding/Offboarding Elements'''. | ||
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{{Process-links}} | {{Process-links}} | ||
Revision as of 13:26, 28 May 2020
| Offboarding |
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Short Description
How to start and conduct na onffboarding process
Description
Offboarding is a process analogous to the onboarding process, but it concerns the stage of leaving an Employee from the company.
Employee exit management was invented to organize the tasks necessary to perform when someone is leaving the company. The system offers all the tools to handle it as smoothly as possible.
The offboarding process includes:
- transferring the knowledge accumulated by the employee to other successors or successors of employees,
- management of equipment made available to the employee,
- conducting so-called exit interviews. During such a conversation, the employee receives a summary of his work in the organization, and the employee, in turn, talks about his assessment of work with the organization.
The system allows you to automate the following elements in the offboarding process:
- creating and duplicating offboarding activity templates (similarly as for the onboarding process),
- planning all activities (tasks, trainings, exit interviews) to take place at an employee leaves the position,
- create alerts and reminders for such activities.
Offboardings module allows users to view and manage offboardings for specific candidates, generated from Offboarding Templates. In a record view of an offboarding, you can also check offbording's status and which trainings, tasks and exit interviews outgoing employee has to complete.
Offboarding Templates module is a collection of templates, that are to be used while generating actual offboarding for a particular employee and position. Each template is related to a position record. It can also be related to Offboarding Elements, in this case, tasks, trainings and exit interview to be completed during the offboarding process.
An offboarding may be easily generated from a template by using Offboarding Generate action. All offboardings generated from the offboarding template are available in the subpanel.
In addition, the following dashlets can be placed on the home page to help manage the offboarding process of various people in the company:
- My Exit Interviews,
- My Offboardings,
- My Offboardings Templates,
- My Onboarding/Offboarding Elements.