How to set up an offboarding

How to create effective processes for when employees leave.

What is Offboarding in Huma?
How do I create a new offboarding in Huma?
Who has access to the offboarding overview?
Will the task asignee be notified?
How many offboardings can be started?
How do templates work?
Who can create and manage offboarding templates?
Can you copy a template?
How to keep employee data after people leave the company?

What is offboarding in Huma?

The Offboarding module helps you standardize and automate processes, saving time and ensuring that tasks are completed at the right time and by the right person.

1. Create a new offboarding

2. Choose employee

3. Fill out details such as "supervisor" and "last day of work" and templates

4. Edit offboarding agenda with assigned tasks

5. Start offboarding

By clicking into the module, you'll get an overview of existing offboardings, their status, people involved, and templates.

You can click on the three black dots to the right of an existing offboarding on the list to edit or delete it.

How do I create a new offboarding in Huma?

- Select an "existing user" by checking the appropriate person from the list.
- Then, set the direct manager and the last working day.

How should an offboarding process work in your company? Are there different processes for different employees/positions/locations? Build the templates you want and give them easily recognizable names, such as "Manager," "Employee," "Learning."

Review the offboarding, and remember that you can always add a task.

When the offboarding starts, those assigned tasks will receive a notification. Additionally, the process will appear on the dashboard under tasks/your tasks.

See more tips about how to use Huma to create a good offboarding here!

To be able to set "Last day of work" when creating a new offboarding, the user needs user role with employment - termination permission ('only see' or 'see and edit') to set last day of work in offboarding process.

Who has access to the offboarding overview?

Access to the offboarding module in Huma is permission-based, ensuring that users only see offboarding processes they are authorized to access, typically limited to employees they manage who are leaving.

Users with the Offboarding permission in a User Role can create, manage, and view offboarding processes for employees they are responsible for.

For example:

A manager for the Oslo location can create, view, and manage all offboarding processes and tasks for departing employees in Oslo.
A manager with organization-wide access can create, view, and manage offboarding processes for departing employees across all teams and locations.

In addition, users with the Offboarding permission in a system role can:

Start and manage offboarding processes.
View all ongoing offboarding processes and associated tasks.

Will the task assignee be notified?

If you have been assigned a task, you will receive a notification.

How many offboardings can be started?

The Huma Enterprise package allows you to start as many offboarding flows as you want and create endless templates. With the Business and Free packages there are some limitations.

How do templates work?

How should the offboarding process work in your company? Are there different processes for different employees, positions, and locations? Either way, build the templates you want and give them names you need so it is easy to find and manage in the end: e.g. ”Manager”, ”Employee”, ”Learning”

Who can create and manage offboarding templates?

Users with the Onboarding and Offboarding Template Management permission in a System Role can create, edit, and delete offboarding templates, as well as start and view all offboarding processes. This permission is included in the default "Admin" role.

Can you copy a template?

Yes, feel free to create a master template that contains all the things you can think of, including a laundry list of tasks. Once that is in place, you can quickly copy a version and start working.