Employee Off-boarding

Owned by patricia.cabero
Last updated: Mar 23, 2023
2 min read

Author

@patricia.cabero

Creation date

01/18/2022

Last revision date

 

Status

Done

Features

 

Industries

Higher Ed

Summary

The new hire IT & facilities offboarding process is meant to facilitate offboarding tasks for employees. This process is connected with the IT & Facilities Onboarding.

Here a presentation video

https://youtu.be/cB7vgw7mgBc

Demo Video

 

Script

 

  1. The HR manager starts the Employee Offboarding V 1.0 process and submits the details of the onboarding of a new employee to be completed by the Facility Manager and IT Manager.

    • In the Employee Details section, the user selects one Employee Id, then, the employee information is populated and she can add the Termination Date. This information comes from the Employee collection that is updated in the New Employee Offer process.

    • Both the Facility and IT sections are populated with the information filled in the IT & Facilities Onboarding process. So the user can verify what the activities will be assigned for the Facility and IT departments..

    • Lastly, in the HR Comments field the user can include any comments for the Facility manager or IT manager.

  2. In the next parallel tasks, the Facility Manager and IT Manager review offboarding items. They can include the Decommission Date and Observations for each offboarding item. They also can include Comments. Finally they can Save or Submit the request .

  3. When both the Facility Manager and the IT Manager finish the request, the HR Manager can review the completed offboarding items.

Credentials

Start a new request from portal: https://universitydemo.pm4trial.processmaker.net/

  1. HR Manager: Hunter Williams

  2. Facility Manager: Fabian McCartney

  3. IT Manager: Iris Taylor