Finance
Operations
IT
HR

Automate Offboarding Task Assignments for HR and Managers

manager

Efficient offboarding task assignments for HR and managers

This template automates the assignment of offboarding tasks for HR and managers, ensuring a smooth and efficient offboarding process for departing employees.

Template Workflow:

1. Action: Input Form
Collect departing employee's contact information (e.g., email, phone number) and last working day. Also, gather any additional details required for offboarding, such as department, manager, and reason for leaving.

2. Action: Send Email to HR and Manager
Send an email to the HR manager and the employee's direct manager, informing them of the employee's departure and assigning offboarding tasks.
Subject: Offboarding Task Assignments - {{employee_name}}
Message: Hi HR Manager and {{manager_name}}, {{employee_name}} will be leaving the company on {{last_working_day}}. Please complete the following offboarding tasks:

For HR Manager:
Conduct exit interview
Process final payroll and benefits
Update employee records and status
(Include any additional tasks as needed)

For {{manager_name}}:
Reassign employee's projects and tasks
Collect company assets
Inform team members of the employee's departure
(Include any additional tasks as needed)

Please complete these tasks by {{deadline}}. If you have any questions or require assistance, please contact each other or the HR department. Thank you!

3. Action: Input Form
Collect confirmation from the HR manager and the employee's direct manager that all assigned offboarding tasks have been completed.

4. Action: Send Email to HR and Manager
Send an email to the HR manager and the employee's direct manager, confirming the completion of all offboarding tasks.
Subject: Offboarding Tasks Completed - {{employee_name}}
Message: Hi HR Manager and {{manager_name}}, thank you for completing all offboarding tasks for {{employee_name}}. Your efforts have ensured a smooth and efficient offboarding process. If you have any questions or need further information, please contact each other or the HR department. Thank you!

How it works

Submit incident reporting form
AI analysis
Quick communication
Investigation form
Report generation
Overview of cases

Submit incident
reporting form

The person recording the incident fills out an incident reporting form that will automatically start the process, the
form can be shared on the Journeys portal or any internal portal your company is already using.

Lorem ipsum dolor sit amet
consectetur adipiscing

Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Fusce ullamcorper, arcu dictum facilisis donec conscteture.
Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce ullamcorper, arcu dictim facilisis.
Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce ullamcorper, arcu dictim facilisis.
Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce ullamcorper, arcu dictim facilisis.
Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce ullamcorper, arcu dictim facilisis.
Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce ullamcorper, arcu dictim facilisis.
Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce ullamcorper, arcu dictim facilisis.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce ullamcorper, arcu dictum facilisis viverra, dolor felis malesuada magna, nec consectetur quam neque nec turpis. Praesent sed mattis nulla.
Name Surname
Job Title, Company

Frequently asked questions

What types of workflow templates are available?

How can workflow automation improve my business?

Can I customise these templates?

What AI use cases do these templates support?

How do I get started with workflow templates?

How secure is my data with 50skills?

Recommended workflow automation templates

Looking for similar automation solutions? Explore these workflow templates to further optimise key processes so you and your team can quickly get approvals, reduce delays, and focus on high-value work that requires a human touch.