How do I get started with offboarding?

Last reviewed 11 October 2026 · Part of Offboarding and employee separation

Accessing the Module

Click Offboarding under Transactions in the left sidebar.

Step	Action	Result
1	Click + Add Separation	Creates a blank separation form
2	Select employee, fill details, click Save Draft	Draft is created
3	Click Submit for Approval	Moves to Pending Approval
4	Approver clicks Approve	Automated actions execute, moves to In Progress
5	Clearance tasks generated and completed	Moves to Pending Final Pay
6	Final payroll run processed	Click Mark Complete

Who does what: HR runs the separation, an approver signs it off, task owners finish clearance, and the employee is invited to the exit interview.

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