Employee Offboarding HR Workflow

Review detailed information about the predefined HR offboarding workflow process to ensure it meets the needs of your organization. You may need to customize the offboarding workflow or design a new workflow.

To design a new workflow or customize a predefined workflow, you typically work with someone in your organization who has experience with workflow design and customization.

The default offboarding process starts when an offboarding request is submitted. This creates an HR case for the terminating employee and triggers the Employee Offboarding HR Workflow. If the employee does not have an HR profile record, it is created when the workflow is triggered.

An approval to offboard the employee is requested and an approval request is sent to members of the HR Leadership group. When an offboarding request is approved, the following actions occur.

  1. The Employment status for the HR case and the employee's HR profile are both set to Offboarding.
  2. The state of the HR case becomes Work in Progress.
  3. The hr_case.approved fulfillment event occurs. This triggers:
    • The Employee Offboarding HR Tasks Workflow to add HR tasks to the HR case. The offboarding workflow dynamically generates tasks from the template just like onboarding.
    • The IT Employee Offboarding Action script action to retrieve the employee's assets by generating tasks for each asset assigned to the employee.
  4. When the employment end date is reached and the Employee Offboarding HR Tasks Workflow is completed, the following actions occur.
    • The state of the HR case is set to Closed Complete.
      Note: The HR case cannot be closed when there are incomplete HR tasks or requests.
    • The employment status for the HR case and HR profile are both set to Previous employee.
    • The HR case and HR profile are both set to inactive.
If the offboarding request is rejected, the following actions occur.
  1. The employment status is set to Employed on both the HR case and HR profile.
  2. The state of the HR case is set to Closed Incomplete.
  3. The users assigned to the HR case are notified.