A departure is cleared by several teams
Who is involved
| Role | What they do |
|---|---|
| HR manager | Starts offboarding and applies the termination. |
| Asset custodian | Checks equipment back in. |
| Payroll manager | Reviews the final pay. |
Step by step
- HR manager
Starts an offboarding journey for the leaver from the Offboarding screen.
What they see:The journey shows its checklist, with a return task for each company asset.
- Asset custodian
Checks each asset back in on the asset register.
What they see:The matching return task completes by itself.
- HR manager
Opens the termination wizard, picks the reason and last day, reviews the summary and applies.
What they see:The employee is marked as left and archived, and a final pay review to-do appears for the HR manager.
- Payroll manager
Reviews the final settlement in Payroll for the last day.
What they see:The pay contract is already ended on the last working day.
- HR manager
Completes the offboarding journey.
What they see:The journey is closed with a permanent audit record.
Who is told what
The leaver's manager and HR are notified when an offboarding journey is started, and task owners can be reminded from the journey.