How to set up an offboarding

• Offboarding in Huma

Template

• Create new template
• Duplicate an offboarding template
• Edit an existing template

Start onboadring

• How to start an offboarding
• This is how you view the status of ongoing offboarding processes

General onboarding questions

• Who has access to the offboarding overview?
• Who receives notifications?
• How many offboardings can be started?
• Can offboarding be paused?
• How to export and import offboarding templates?
• How to delete offboarding?
• How to delete a template?
• How to keep employee data after people leave the company?

Offboarding in Huma

Create great exit routines for your employees, increasing the chances that your former employees will act as ambassadors for your company.

Offboarding in Huma is the structured process for managing an employee’s exit from the organization. It ensures all critical tasks, like returning equipment, deactivating accounts, arranging final settlements, and conducting exit interviews, are completed systematically and efficiently.

1. Create an offboarding plan with templates
2. Start offboarding 
3. Assign tasks to the employee, supervisor or other relevant roles
4. Track progress

Create new template

Templates within offboarding in Huma are predefined sets of tasks, checklists, and documents that you can use to streamline and standardize the offboarding process for employees.

To create an Offboarding template, you must have a "System role with Full access to Offboarding".

Start from scratch

1. Go to the "Offboarding module"
2. Navigte to the "Templates tab"
3. Click "Add offboarding template"
4. Give the template a name and click "Add"
5. Add task "Before last day of work", "Last day" or "After last work day"
   1. Click "Add task"
   2. Fill out name and description
   3. Click "Add link" to add url to the task 
   4. "Assign to" - The task will be assigned to the user when the template is used
   5. "Due date" - set due date for task within the template
6. The template will auto save, so click "Templates" to exit the editing

• You can always start an offboarding right away, from the "three dots" at the top right corner

• • •  "Start offboarding"
  • In addition to creating a new onboarding template from scratch, you can also import a template that has been previously exported from Huma.
  • You can create your own templates, or choose to use templates provided by Huma. 

Edit an existing template

You can edit template details and tasks.

1. Go to the "Offboarding module"
2. Navigate to the "Templates tab"
3. Click on the template you want to edit
4. Start modifying the new template
   1. Add tasks by clickin "Add task"
   2. To remove a task, click the "three dots" to the right of the task and select "Delete" from the menu.
   3. To edit a task, click the "three dots" to the right of the task and select "Edit" from the menu.
5. Edit details by clicking the "three dots" in the top right corner and "Edit details"
6. All changes are saved automatically. To exit editing mode, select "Templates"

• Please note that already started offboarding processes will not be affected by changes to the template, only future offboarding processes will be affected.

Start an offboarding

Both users with a "System and user role with Full access to Offboarding" can start an offboarding in Huma.

User role

For the users or within the units (groups or the organization itself) this role is granted over:

• Start, archive and delete offboardings for members.

System role

• In addition to manage templates, users with a System role can also start offboardings for everyone. 

To start an onboarding

1. Go to the "Offboarding module"
2. Navigate to the "In progress tab" and click "New onboarding"
3. Pick a user 
4. Fill out details
   1. If "Last day of work" is already registered on the users profile, it will automatically be filled with this date. If not, fill out "Last day of work".
   2. Select the template you want to use for this particular person
   3. Choose between your own templates or templates provided by Huma
5. Press "Continue"
   1. You will now see an overview of the different tasks, due dates and responsible. You can modify, add or remove tasks if that is required for this particular offboarding
6. Click "Start Offboarding"

• The new hire will receive an notification on email when offboarding has started.
• Task will be assigned. 
• All users that are assigned tasks, will be notified. 
• You can always edit an active onboarding. 
• If a "Last day of work" is set on a users profile, you can set up the offboarding process right away. 
• 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. Read more about user roles here. 

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

View the status of ongoing offboarding processes

Get a full overview over your companies offboarding within the module

1. Go to the "Offboarding module"
2. You now see an overview of the employees being offboarded
   1. The employee name
   2. The progress in percentage
   3. The last work day
   4. Created
   5. If you want to look closer at a specific employees offboarding status, click the name of the employee and you will see a detailed overview

How to keep employee data after people leave the company?

When an employee leaves the company, it is important to save their information while still maintaining privacy and limiting access to administrators.

Read more about how to keep important employee data in this article.