Offboarding solution

The offboarding solution presents an end-to-end offboarding experience for the voluntary separation of employees. It includes all artifacts such as catalog items, case and task templates, to-do templates, processes, notification templates, document templates, knowledge articles, and offboarding workflows. The offboarding solution provides an effective, hassle-free experience.

Some of the benefits of the offboarding solution are:

Provides a clear, consistent, and seamless offboarding experience.
Automates HR and other inter-department processes.
Integrates with lines of business and other peripheral systems.
Provides different tasks for exiting engagements.

Workflow of offboarding process

The offboarding solution provides a workflow to help an employee separating from a company have a smooth transition. The workflow covers all tasks that are assigned to multiple departments to receive clearance for the exiting employee.

The following image shows the offboarding process and its different stages:

This image shows the offboarding process and its different stages

Stages of the offboarding solution

The following table explains the different stages of the offboarding process for an exiting employee:

Stage	Users	Actions	Result
Resignation initiation	Exiting employee Exit employee manager	Employee initiates resignation. Manager raises an offboarding request in BMC Helix Digital Workplace Advanced.	An automatic case is created in BMC Helix Business Workflows. Approvals, tasks, work orders, notifications are automatically created and assigned to various interdepartmental teams.
Preparation	Exit employee Exit employee manager HR consultant Finance Specialist Facilities Specialist IT Specialist	All teams and users complete to-dos assigned to each user and team.	Approvals are completed. Tasks and to-dos are completed. Transition is completed. Clearance from all departments is received.
Retention (Optional)	Exit employee Exit employee manager HR Consultant	Manager discusses retention.	If exit employee agrees to stay back, the offboarding request is canceled and all tasks are automatically canceled. A counter offer is rolled out.
Departure	Exit employee Exit employee manager	If employee doesn't agree to be retained, on the last working day, the employee is relieved of services.	Relieving letter and service certificate are emailed to the employee. Alumni Service Center registration link is shared with the exiting employee.
Post departure	HR business partner Finance	HR business partner reviews exit interview feedback with the employee manager. Finance team sends the former employee the full and final settlement. Manager removes the former employee from the alternate approver list. IT team transfers the asset that was owned by the former employee to the manager.	Offboarding process is complete.

Offboarding solution

Workflow of offboarding process

Stages of the offboarding solution

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