Offboarding: Prepare the departure of your employees

Eurécia is now by your side to prepare and simplify the departure of your employees with our new Offboarding! feature

Welcoming your employees to the company is no longer enough! Whether it is a retirement, the end of a CDD contract, or a resignation, it is necessary to support your employees until their last day in order to part on the best terms... and maybe meet again in some time 😊?

Do you need advice to succeed in your offboarding? Our blog gives you all the information to take care of your employees until their last day:  Offboarding: the art of saying goodbye

Who is concerned by this article?

Administrators and HR managers who have subscribed to the HR Portal module.

In this article:

• How does it work in Eurécia?
• Launch the offboarding of your employee
  • Set the contract end date
  • Define the tasks 
• Track the offboarding process
  • Access my offboarding and onboarding tasks
  • Access departing employees
  • View an employee's offboarding

How does it work in Eurécia?

Your employee's offboarding can be launched as soon as you enter their contract end date in their employee record. You will then have the option to define tasks to perform and assign them to your colleagues.

• prepare the final settlement 
• collect IT equipment, phone, etc.
• close accounts and revoke access
• organize the farewell party 
• archive the employee in Eurécia

Task managers will receive a notification to alert them of the task to perform and upcoming deadlines. They will be able to indicate in Eurécia whether the task is in progress or completed.

You will then be able to view the entire offboarding process for each employee and easily identify completed actions and those that remain to be done. 

Launch the offboarding of your employee

Set the contract end date

Access: Admin area > Paramètres généraux > Salariés & Utilisateurs > Fiche salarié > Emploi tab

• Open your employee record and go to the 'Emploi > Contrat en cours' tab,
• Click 'Gérer'

• Click 'Modifier > Modifier une condition de travail' then enter the effective date of the change
• Enter a contract end date,
• Save,

The 'OFFBOARDING' button is now available:

Set up the offboarding process

• Click the 'Offboarding' button,
• Select the Offboarding template to use; the tasks associated with this template appear,
• You can modify predefined tasks by simply clicking on them and then clicking 'Modifier',
• You can add specific tasks by clicking ' Ajouter une tâche'. The recipient of this task will only be a named person. These tasks will not be added to the offboarding template used.
• Click 'Lancer le offboarding'. Alerts will be sent to the task managers.

It is possible to launch offboarding after the fact from the HR Portal > Pilotage du on/offboarding page.

Track the offboarding process

Access my offboarding and onboarding tasks

Access: Eurécia Home 

For greater speed, the on/offboarding management page is accessible from 'Mes tâches' or from Menu > HR Portal > Pilotage du on/offboarding.

You can find all of your offboarding tasks directly from Mon Quotidien RH:

From this screen, you can access:

• all launched offboardings in the 'Gérer les on/offboarding' tab. You can access the task details of this offboarding by simply clicking on it:

• as well as all the tasks you need to perform for all employees undergoing offboarding in the 'Gérer les tâches' tab. Administrators will see all ongoing tasks.

You can filter the different tasks by task type, manager, and period.

You can also indicate the completion status of the different tasks using simple drag and drop:

The offboarding manager will be kept informed by notification and email when a task changes to 'terminée' status.

Access departing employees

Access: Admin area > Paramètres généraux > Salariés & Utilisateurs 

• Easily find all employees with an entered contract end date by selecting departing employees in the dedicated filter, 
• Click 'Afficher'.

View an employee's offboarding

If you want to know where an employee's offboarding process stands, you can access it from the on/offboarding management or from their employee record by clicking 'Offboarding'.

• You can add or delete tasks by opening the task and clicking 'Autres actions',
• You can modify the status of a task,
• You can change the due date,
• You can add an attachment. 

And that's it, you know everything 😊! 

With proper preparation and plenty of care, successful offboarding will become an asset for your employer brand, and watch out for the 'boomerang' effect 😉!

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