Guide to Offboard or setup Offboarding process via an Information Request.

 

You can setup an Offboarding Journey via an Info Request to send to an employee terminating in the future. This is a good opportunity to supply a checklist of items the employee may need to complete prior to leaving and can also include things such as an exit survey link.

   

Follow Me.

1. Go to Settings > Rules > Process Templates

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2. Select Process Group = Information Request then select Add New

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3. Add a meaningful Process Name and select Save

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4. Select Active checkbox and Process type = Information Request and select Save

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5. Under Process steps setup select Add step

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See link for more details on Process steps setup: How to create & edit a process template

For more information on what each Step Content Type does see: Process content types and modifiers

Example 1: Exit Survey

You can provide a link to an external exit survey using the Display Information content type.

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Once saved, you will be able to see a preview of what this will look like in the offboarding journey.

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Example 2: Exit Checklist

You could use the Checklist content type to create a reminder of tasks to be completed prior to leaving.

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Once saved, you will be able to see a preview of what this will look like in the offboarding journey.

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What's next?

After your Information Request is all setup you will be able to send this out to the required employees for Offboarding. See: How to Create and Activate an Information Request

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