Offboarding Workflow
The ClientSpace Offboarding Workflow package helps you efficiently process large numbers of employees, ensuring that you follow all required guidelines.
The Offboarding Workflow package includes:
- Two fieldsets with 19 fields
- Case Category and Case Type
- Workflow Channel with 15 tasks
- Email Templates
- Business and field display rules to facilitate the process
Workflow flowchart
The offboarding process can be as complex or as simple as needed on a per-employee basis, with decision points dictating what tasks to generate.
The following steps are part of the workflow:
- Termination in the payroll system
- Benefits continuation
- COBRA
- Exit interviews
- Severance
- Access restriction
- Unemployment
- Carrier termination
- Employee and Manager communication
Workflow Channel tasks
- Terminate Employee in payroll system
- Coordinate final paycheck details
- Send offboarding paperwork to employee
- Schedule exit interview
- Complete exit interview
- Send benefits continuation details
- Send COBRA enrollment details
- Notify carriers of employee termination
- Restrict or disable login access
- Send state specific unemployment information
- Coordinate severance details
- Confirm receipt of signed severance agreement
- Confirm severance agreement is not revoked
- Disburse severance package
- Severance agreement denied or revoked
Email Templates
- COVID-19 manager termination instructions
- COVID-19 terminated employee resources