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Introduction - Offboarding

Everything between somebody deciding to leave and their record going quiet, in one pipeline.

A tour of Offboarding: the pipeline, the clearance checklist, and the two ways a separation starts.

A separation is the record of somebody leaving. It carries the leaving date, the reason, a clearance checklist across departments and an exit interview, and it sets the employee's status when it closes.

The Offboarding screen, headed Offboarding above the line Manage employee separations, approvals, and exit interviews, with a Central Warehouse location picker and a blue New Separation button. Three tabs read Pipeline 3 separations, Pending Approvals 1 awaiting decision and Exit Interviews 2 reviews. The table has columns Employee, Department, Initiated By, Exit Type, Initiated On, Last Working Day, Days Left, Clearance and Status, listing Kwame Boateng, Meredith Vaughan and Dermot Lynch.
Three separations in the pipeline. Clearance is a progress bar because it is a checklist across departments, not a single tick.

Three tabs, three jobs

Three tabs on the Offboarding screen: Pipeline, selected and reading 3 separations; Pending Approvals reading 1 awaiting decision; and Exit Interviews reading 2 reviews.
Each tab carries its own count, so the work outstanding is visible without opening anything.
Pipelineeverybody leaving
Every open separation with its clearance progress and days remaining.
Pending Approvalsdecisions waiting
Separations that need signing off before they proceed.
Exit Interviewsreviews outstanding
Interviews arranged or completed and waiting to be read.

What a row tells you

Three separation rows. Kwame Boateng of Warehouse and Logistics, initiated by Employee, exit type Resignation, initiated 8 September with a last working day of 14 August, Days Left showing minus 25 days in red, clearance 5 of 5 with a full green bar and the status Clearance Complete. Meredith Vaughan of Operations, a Retirement, has no last working day, 0 of 5 clearance and the status Pending. Dermot Lynch of Engineering and Maintenance, a Resignation, has 3 of 5 clearance and the status In Progress.
A negative Days Left is a last working day already past, which usually means the clearance is what is still open.
Columns on the Offboarding pipeline
FieldWhat it does
Initiated ByWhether the employee started it or the organisation did. A resignation and a dismissal look different here.
Exit TypeResignation, Retirement, End of Fixed-Term Contract and the rest of your organisation's list.
Last Working DayThe agreed final day. Blank until notice has been worked out.
Days LeftTime to the last working day. Negative and red once it has passed.
ClearanceHow many departments have signed off, out of how many need to.
StatusPending, In Progress, Clearance Complete and so on.

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