Ven unete a nosotros en el SHRM 2024 en Chicago del 23 al 26 de junio, en el Stand 1853. ¡Reserva tu Espacio!
Unlock valuable insights – Register for our upcoming webinars now!

How to create an Offboarding Workflow

Offboarding workflows are useful when employees leave an organization and you’d like to complete a list of tasks before they leave.

  • Go to the top right “Setup” menu > “Forms, Workflows & Template” sub-menu.
Offboarding
  • Go to the Workflows section and click on “Workflows”
Offboarding
  • To create a new one, click on the “New Workflow” button.
Offboarding
  • Fill out the details of the workflow, including                                                            a)Select Worktype as Offboarding
  • b) Workflow Applicable to Specify what type of object this workflow will be applicable to – user, candidates-, or if it is a “performance review workflow. For Offboarding workflows, select “User".
  • Click on “Save Workflow”.
Offboarding

Learn more on " How to create a Workflow"

Regístrese para los próximos webinars