HR admins can initiate the offboarding process to formally separate a published/active employee from your organization. Offboarding sets the employee's profile status to "Inactive". To do so:
- Select the Offboard action from the employee profile actions menu.
- Select when the offboarding will happen; it can be scheduled on a specific date or executed immediately.
Once the employee is offboarded, you can take the below actions:
- Rehire employee, to activate the same employee profile and keep all historical data.
- Delete employee, to completely remove them from your directory.
Offboarding implications
- When an employee is offboarded, their access to Workable is terminated completely. If the employee needs to join the company again, you will need to rehire the offboarded employee.
- Upon employment termination, direct reports of the offboarded employee (if any) will be transferred to their line manager. In the above example, John's direct reports will be transferred to his line manager, Natalie.
Canceling a scheduled offboarding
When offboarding is scheduled to happen at a later date, a banner will display on the employee's profile file with the details. The scheduled offboarding can be canceled from there via the actions menu.
Cancellation will also revert any changes that might have been made to time-off balances due to proration applied based on the employment termination date so that the balances are correct for the employee.
FAQs
- Is it possible to restore/rehire an offboarded employee?
- Yes, you can rehire an offboarded employee as explained here.
- What is the exact time that the offboarding will take place?
- The offboarding will be executed on the employee's last working day and hour based on their work schedule in the employee's local time, according to their time zone.
- What happens if I try to offboard an employee before the date of their existing historical entries?
- This is not possible, and an error will be displayed highlighting the relevant historical entries and the date on which they took effect. You can either select an offboarding date later than the most recent profile history entry date or edit the history entry dates of those fields, as explained here.
- Can I offboard an employee before their start date?
- No, this is not possible. Either edit the employee's start date or select an offboarding date later than the start date.