How to Offboard an Employee

Use the Offboarding feature to formally begin the departure process for an employee. Once submitted, the employee’s status changes from Active to Offboarding until their last day of service.

Steps

1. Open the Employee’s Profile

   From the Employees List, click the employee’s name to open their profile page. In this example, we are offboarding John Doe.

   

2. Click the Offboarding Button

   On the employee’s profile page, click the Offboarding button in the top-right corner of the page.

   

3. Review the Offboarding Form

   The Offboarding dialog opens. Fill in the following required fields:

   Field	Description
   Date of Resignation *	The date the employee submitted their resignation
   Reason For Leaving *	Select a reason from the dropdown (e.g. Resignation, Termination, End of Contract)
   Last Day of Service *	The employee’s final working day
   Resignation Letter	Optionally attach a resignation letter file
   Enable Leave Proration	Pro-rate the employee’s remaining leave balance
   Enable Leave Encashment	Pay out unused leave upon departure

   

   Caution

   If the offboarding grace period is set to 0 in Employees Settings, the employee will be deactivated immediately on their last day of service.

4. Submit the Offboarding Request

   After filling in all required fields, click Submit to initiate offboarding.

   

5. Offboarding Confirmed

   The employee’s status badge changes to Offboarding, and new action buttons appear: Cancel Offboard (to reverse the offboarding) and Deactivate (to immediately deactivate the employee before the last day).