Step 1 - Set up offboarding
Before you offboard an employee, make sure you have set up your offboarding process.
Step 2 - Terminate employee
Make sure the employee is no longer active. If they’re still active but leaving soon, set a future termination date.
Step 3 - Assign offboarding tasks or workflow to the leaving employee
Assign any tasks the employee must complete before they leave, or tasks others need to complete for them.
Step 3 - Make employee / managers aware of their tasks
Pending tasks appear on employees’ dashboards in Sage HR. It’s still worth contacting them to remind them to complete these tasks.
Step 4 - Complete offboarding tasks
Pending tasks appear on employees’ dashboards in Sage HR. Each task shows the related employee’s name, a description, a due date, and an option to complete it.
Step 5 - Check status of offboarding tasks
Use the Offboarding report to track offboarding tasks and check which tasks are complete and which still need action.
Step 6 - (Optional) Delete terminated employee
If needed, you can delete the employee from Sage HR once you’ve terminated them and completed their offboarding process.
⚠️CAUTION: Deleting an employee is permanent. You’ll lose access to their employee record, and you won’t be able to rehire them. You’ll need to add them again manually.