Manage employee offboarding

What this does

Offboarding tracks an employee exit through handover, clearance, settlement, and completion. HR/Admin or another user with offboarding update access manages exit details, tasks, and asset returns; a receiving manager is selected when transferring reports, not through a separate manager-only flow.

Steps

1. Open Offboarding and select Start Offboarding. Choose an active employee, enter Exit Type, Reason, Exit Initiated, Notice Period (days), and Last Working Day, then start the process.
2. Open the employee's exit with View. In Tasks & Checklist, update task owners, due dates, and statuses: Pending, In Progress, Completed, Blocked, or N/A. Use Add Task for a missing item. In Handover, transfer reporting structure, project ownership, or open tasks as needed.
3. In Assets, select Mark Returned, Report Damaged, or Report Lost for assigned items. Review Recover assets during offboarding. In Exit Documents, select Manage in profile to upload exit letters; find employees in Employees or view the Documents workspace.
4. The pipeline displays Exit Initiated, Handover, Clearance, Settlement, and Exit Complete. The detail page provides Put Offboarding On Hold and Resume Offboarding; it has no manual stage-advance action. Complete Offboarding requires Settlement, all mandatory tasks, and resolved asset returns. Cancellation requires a reason.

Result

The status is Exit Complete after completion; PeopleOS changes the employee to former employee and revokes their PeopleOS access. External-system access is confirmed manually. See Troubleshooting & FAQ if completion is blocked, Employee profile, and asset recovery as needed.

Related/Next guide: Recover assets during offboarding.