Completing the Voluntary OffBoarding Activity Guide

Participants complete the OffBoarding event process by navigating to the OffBoarding activity guide. This may be through an notification or email link, or through accessing your companies OffBoarding tile created by your administrator.

After participants access the OffBoarding activity guide, the system displays a series of steps in the left panel with the corresponding page in the right panel, to direct the participants through the OffBoarding process. These steps are specific to the delivered OFBVOL1 Voluntary OffBoarding template.

This topic lists the pages that come with the delivered Voluntary OffBoarding (OFBVOL1) template.

Page Name

Definition Name

Usage

(Voluntary Template) Introduction video Page

AGC_VIDEO_FL

(Employee step)

Watch a video to learn how to navigate an activity guide.

(Voluntary Template) Exit Survey Page

EOQF_QSTNR_PRVW_FL

(Employee step)

Complete an exit survey to help the company access your reasons for leaving the organization.

Verify Phone and Email Page (see Contact Details Page)

HR_EE_CONTACTS_FL

(Employee step)

Review or enter your phone numbers, email addresses, and instant messaging IDs.

Social Media (Summary) Page

HR_EE_SOC_MEDIA_FL

(Employee step)

Review your social media accounts.

Verify Addresses Page (see Addresses (Summary) Page)

HR_EE_ADDR_FL

(Employee step)

Verify your home and mailing address and make updates, as needed.

(Manager Only Step) Manager Checklist Page

HR_AG_CHECKLIST_FL

(Manager step)

Indicate the status of tasks that need to be completed prior to an employee’s exit from the company.

Direct Deposit Page (see Direct Deposit Page)

PY_IC_DIR_DEP_FL

(Employee step)

Review or enter direct deposit information using the classic pages.

(Voluntary Template) Letter of Resignation Page

HR_OBD_ATT_UPLD_FL

(Employee step)

Upload your letter or resignation.

Note: Administrators will access the uploaded files on the Employee Documents Page.

(Voluntary Template) Acknowledge Final Check Page

HCSC_ESIGN_FL

(Employee step)

Acknowledge that you have submitted your final expense report.

Note: You need to answer all survey questions and mark all steps as complete to close your portion of the OffBoarding activity guide process. When you have done this, the activity guide will be removed from your OffBoarding review page and the tile count will be reduced if an OffBoarding tile was used.