OffboardPro
Employee Exit Management System
Sarah Johnson
HR Manager
Default Workflow Configuration
Baseline offboarding steps that ensure compliance and security for every employee exit.
Notice Period Configuration
Exit Notification
Notify HR, Manager, IT, and Payroll departments
Exit Interview Scheduling
Schedule and conduct exit interview session
Knowledge Transfer Checklist
Document and transfer critical knowledge and responsibilities
Asset Return
Return laptops, phones, ID cards, and other company assets
System Access Revocation
Deactivate email, VPN, HRMS, and all third-party systems
Payroll & Compliance Settlement
Calculate final settlement and ensure legal compliance
Relieving / Experience Letter
Generate and share employee exit documents
Benefits Closure
Revoke medical insurance, allowances, and reimbursements
Audit Close & Reporting
Ensure all steps are completed and close offboarding case
Template Library
Pre-built templates for documents, forms, and communications.
Exit Letters & Documents
Clearance Forms
Compliance Forms
Gratuity, PF Withdrawal, etc.
GDPR Consent Revocation
COBRA Benefits, etc.
Template Preview: Relieving Letter
Date: {DATE}
To Whom It May Concern,
This is to certify that {EMPLOYEE_NAME} was employed with our organization as {ROLE} from {DOJ} to {DOL}.
During the tenure, {EMPLOYEE_NAME} has been relieved from all duties and responsibilities. We wish {him/her} success in future endeavors.
Authorized Signatory
HR Department
Custom Workflow Management
Create and manage role-specific, region-specific, and exit-type workflows.
Existing Custom Workflows
| Workflow Name | Conditions | Exit Type | Steps | Status | Actions |
|---|---|---|---|---|---|
|
Finance India Resignation
Created 2 weeks ago
|
Role: Finance
Region: India
|
Resignation | 9 steps | Active | |
|
Senior Engineer US Termination
Created 1 month ago
|
Role: Senior Engineer
Region: US
|
Termination | 11 steps | Active | |
|
Executive Retirement EU
Created 3 weeks ago
|
Role: Executive
Region: EU
|
Retirement | 12 steps | Active | |
|
HR Manager Global Resignation
Created 5 days ago
|
Role: HR Manager
Region: Global
|
Resignation | 10 steps | Draft | |
|
Sales Director India Termination
Created 1 week ago
|
Role: Sales Director
Region: India
|
Termination | 13 steps | Active |
Offboarding Command Center
Real-time overview of all offboarding activities and progress.
Active Offboardings
24
Avg. Completion Rate
78%
Overdue Tasks
14
Due This Week
36
Pending Tasks by Role
Workflow Progress
Active Offboarding Cases
| Employee | Department | Exit Type | LWD | Progress | Status | Actions |
|---|---|---|---|---|---|---|
|
RJ
Rajesh Kumar
Senior Developer
|
Engineering | Resignation | 15 Aug 2023 |
65% complete
|
On Track | |
|
SM
Sarah Mitchell
Finance Manager
|
Finance | Termination | 20 Aug 2023 |
30% complete
|
Delayed | |
|
DJ
David Johnson
HR Director
|
Human Resources | Retirement | 31 Aug 2023 |
85% complete
|
On Track | |
|
ML
Michelle Lee
IT Specialist
|
Information Technology | Resignation | 10 Aug 2023 |
50% complete
|
At Risk | |
|
AK
Amit Khanna
Sales Executive
|
Sales | Termination | 25 Aug 2023 |
20% complete
|
Delayed |
