How to offboard 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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