SteadyPoint HRIS Employee Offboarding Guide

In organizations, just like yours, employee offboarding happens for several reasons. The question is, how do you make the process simple for both the employee and everyone involved?

With SteadyPoint HRIS, offboarding can be simple, clear, and consistent.

In this blog, we will show you how to offboard employees using the SteadyPoint HR management system, from reviewing templates to launching the offboarding process.

Ready to try it yourself? Start your free trial of SteadyPoint HR. For more guides, visit the HR App blog.

Check available offboarding templates

The first step in the offboarding process is to review your available templates.

The SteadyPoint HR management system includes a default offboarding template that you can find under:

Settings > Offboarding Templates > Standard Employee Offboarding

SteadyPoint HRIS settings showing the Standard Employee Offboarding template

By default, this template includes a list of activities that are commonly needed when an employee leaves the organization.

If you want to customize the template, simply click the Edit icon next to the Standard Employee Offboarding template.

SteadyPoint HRIS offboarding template list with Edit icon for Standard Employee Offboarding

As shown in the image below, you can:

SteadyPoint HRIS offboarding template editor for adding, deleting, and updating tasks

Add new tasks
Delete existing tasks
Change task durations
Set or update assignees
And more

This gives you the flexibility to tailor the offboarding process to your organization's requirements.

Create a custom offboarding template

If you prefer starting from scratch or need different offboarding processes for different employee types, you can create your own offboarding template.

1. Go to Settings, click Offboarding Templates, and select Add Template

SteadyPoint HRIS Offboarding Templates screen with Add Template button

2. Then fill in the following details

SteadyPoint HRIS new offboarding template form with name, description, and approval mode

Name: For example: New Employee Offboarding
Description: Add a brief explanation of the offboarding process.
Approval Mode: Choose one of the following options:
- Sequential: Tasks are completed one by one.
- Parallel: Tasks can run at the same time.

3. Next, click Add Task. For each task, you can:

SteadyPoint HRIS Add Task form for offboarding template with name, duration, and approver

Give the task a name
Set the number of days to complete it
Mark it as required or optional
Assign an approver

You can add as many tasks as you need.

A simple offboarding template may include tasks such as:

Disable email account
Collect company equipment
Remove system access
Process final payroll

With SteadyPoint HRIS, creating and managing offboarding templates is straightforward and fully customizable.

Start an employee offboarding process

Once your template is ready, you can start the offboarding process.

Go to Offboarding and click New.

SteadyPoint HRIS Offboarding screen with New button to start employee offboarding

Then:

Select the employee name
Choose the offboarding template
Set the last working day
Select the offboarding reason
Add attachments if needed
Click Create Offboarding

SteadyPoint HRIS Create Offboarding form with employee, template, and last working day fields

That's it. The offboarding process is now active.

Approvers automatically receive email notifications with their assigned tasks. They can complete their work directly within the SteadyPoint HR management system.

Once all tasks are completed, the offboarding is automatically marked as complete.

SteadyPoint HRIS offboarding record showing completed tasks and offboarding status

Final note

A structured offboarding process saves time, reduces mistakes, and creates a better experience for both employees and administrators.

SteadyPoint HRIS helps you manage employee offboarding in a simple, clear, and consistent way, all from one HR management system.

How to Offboard Employees with SteadyPoint HRIS