Templates for offboarding

Table of Contents

• Offboarding and templates in Huma

• Roles

• Create new template

• Edit an existing template

• How to delete a template?

• Can I duplicate an offboarding template? 

• How to export and import templates?

Offboarding and templates in Huma

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

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.

Roles

To manage offboarding templates, you must have a System role. 

System role: 
Onboarding, offboarding and processes:
Onboarding and offboarding template management

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.

You can create your own templates, or choose to use templates provided by Huma. 

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"
6. Fill out details, such as links and due date 
7. The template will auto save, so click "Templates" to exit the editing

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"

Can I duplicate an offboarding template? 

Yes, you can duplicate templates. 

1. Go to the "Offboarding module"
2. Navigate to the "Templates tab"
3. Click the "three dots" on the right side of an existing template
4. Click "Duplicate"
5. Edit the name of the new template and start modifying the template

How to export and import templates?

Exporting and importing offboarding templates in Huma allows organizations to efficiently share, replicate, and maintain best practices across different teams or branches.

Export

1. Go to the "Offboarding module"
2. Navigate to the "Templates tab"
3. Click the “three dots” to the right of the template you wish to export
4. Click "Export"
5. The .json file will be saved locally on your computer
   1. It is not possible to export the template as PDF.

Import

1. Go to the "Offboarding module"
2. Navigate to the "Templates tab"
3. Click "Add offboarding template"
4. Choose "Import from file (.json)
5. Upload your files
6. Click "Add"

• Supports onboarding, offboarding and process templates created in and exported from Huma. 
• Maximum file size: 10MB.
• You can add multiple files at once.