Completing the Involuntary OffBoarding Activity Guide

Participants complete the OffBoarding event process by navigating to the OffBoarding activity guide. This may be through an notification or email link, or through accessing your companies OffBoarding tile created by your administrator.

After participants access the OffBoarding activity guide, the system displays a series of steps in the left panel with the corresponding page in the right panel, to direct the participants through the OffBoarding process. These steps are specific to the delivered OFBINVO Involuntary OffBoarding template.

This topic lists the pages that come with the delivered Involuntary OffBoarding (OFBINVO) template.

Page Name

Definition Name

Usage

(Manager Only Step) Manager Checklist Page

HR_AG_CHECKLIST_FL

(Manager step)

Indicate the status of tasks that need to be completed prior to an employee’s exit from the company.

(Voluntary Template) Acknowledge Final Check Page

HCSC_ESIGN_FL

(Employee step)

Acknowledge that you have received your final pay check.

(Involuntary Template) Acknowledgement of submission of final expenses Page

HCSC_ESIGN_FL

(Employee step)

Acknowledge that you have submitted your final expense report.

Review Documents Page (see Documents Page)

HR_OBD_ATT_DNLD_FL

(Employee step)

View, acknowledge, or upload documents provided by the organization.

Note: Administrators will access the uploaded files on the Employee Documents Page.

Note: You need to answer all survey questions and mark all steps as complete to close your portion of the OffBoarding activity guide process. When you have done this, the activity guide will be removed from your OffBoarding review page and the tile count will be reduced if an OffBoarding tile was used.