Offboarding Free Template

This template is ideal for HR professionals, managers, and team leaders who are responsible for overseeing the employee offboarding process. It is especially beneficial for HR departments in medium to large organizations that handle a high volume of offboarding requests. By utilizing this template, users can ensure that all offboarding tasks are completed consistently and efficiently, allowing them to focus on maintaining employee satisfaction and organizational productivity. The template’s automation features simplify complex workflows, making it accessible even to those with minimal technical expertise.

What are the use cases of this template?

The [HR] Desligamento (Offboarding) template can be applied in various scenarios to enhance workflow efficiency. For instance, it can be used to automate the collection and validation of employee information, ensuring that all necessary data is accurate and up-to-date. Additionally, the template facilitates the scheduling of exit interviews and the analysis of feedback, providing valuable insights for improving future employee experiences. By automating the distribution of offboarding tasks to relevant departments, the template ensures that all parties are informed and responsibilities are clearly defined, reducing the risk of oversight or miscommunication.

Available IA Agents in this template

The [HR] Desligamento (Offboarding) template includes several powerful AI agents designed to automate and streamline the offboarding process. The Feedback Analyzer interprets exit interview feedback, providing actionable insights for HR teams. The Task Router & Document Collector distributes offboarding tasks to relevant departments and collects necessary documents, ensuring nothing is overlooked. The Data Consolidation & KPI Reporting agent compiles all offboarding data, generating comprehensive reports that help HR teams track performance and identify areas for improvement. These agents work in tandem to ensure a smooth, efficient offboarding process.

Phases Process

• Inbox: The initial phase where offboarding requests are received and validated. This phase ensures that all necessary information is complete and accurate before moving forward.
• Mandatory Offboarding Package & Handover Tasks: This phase involves distributing the offboarding package to the relevant departments and ensuring all handover tasks are acknowledged and completed.
• Documentation Collection (Areas): Focuses on gathering all necessary documentation from different departments, ensuring all records are accurate and complete.
• Exit Interview Scheduling & Feedback Analysis: In this phase, exit interviews are scheduled, and feedback is analyzed to gather insights that can improve future HR processes.
• HR Final Review & Process Closure: The final phase involves reviewing all offboarding tasks, consolidating data, and closing the process with a comprehensive report.
• Finished: Indicates the completion of the offboarding process, ensuring that all phases have been successfully executed.