Offboarding and clearance for a departing employee
Starting offboarding records the last day, assigns the offboarding checklist and sends a farewell notice. The employee stays active until the day after the last day.
Start offboarding
There are two ways to start it.
- Resignation filed by the employee. When the resignation is approved, offboarding begins automatically. See File a resignation.
- HR starts it. Open the employee's Offboarding page and select Initiate Offboarding. Enter the reason and the last day.
What happens when it starts
- The separation is recorded with the last day and the reason.
- The employee stays Active, with a live contract, until the day after the last day. They can still be paid for the days worked.
- The offboarding checklist is assigned from your offboarding task templates.
- A farewell notice is sent. If the notice fails to send, offboarding is not blocked.
Clearance
The Clearance Checklist lists each clearance item with its Responsible Party and who cleared it and when. Items marked REQUIRED must be cleared. The items themselves are set up under Settings, then Clearance Templates.
Clearance Progress shows how many items are done. Each responsible party clears their own item, for example IT for equipment or Finance for outstanding balances.
Final pay
Open Final Pay from the employee's offboarding page to compute what is owed. The release timing is in When final pay must be released.
Certificate of employment
Once the employee has separated, the certificate of employment states the separation date and uses the past tense. See Get a certificate of employment.
Questions people ask
When does the employee become inactive?
The separation takes effect the day after the last day. Until then the employee stays Active with a live contract, so attendance and payroll through the last day still work.
What starts offboarding?
An approved resignation starts it automatically. HR can also use Initiate Offboarding on the employee's offboarding page with a reason and a last day.
Where is the clearance checklist configured?
In Settings, under Clearance.
Where do I compute final pay?
On the Final Pay page in the employee's offboarding screen. See the final pay article for the release rules.