Understanding OffBoarding

OffBoarding is the action or process of manage the tasks that need to be completed when an employee leaves your organization.

PeopleSoft OffBoarding is inclusive of all individuals involved in the termination process, such as the employee, manager, IT staff, and others, and leads them through the required steps to complete the exit process. The PeopleSoft OffBoarding pages comprise of tasks, or steps, that are assigned and routed to each individual that is involved in the separation process.

The following videos provide an overview and demonstration of using PeopleSoft OffBoarding:

Video: Image Highlights, PeopleSoft HCM Update Image 32: OffBoarding

Video: PeopleSoft OffBoarding

This example illustrates the layout of the OffBoarding component.

The PeopleSoft OffBoarding feature:

• Enables template administrators to set up templates using the Activity Guide Composer to identify the steps and data required from the workers.

  Provides a Template Assignment engine where you define your organizational rules on how to automatically assign the appropriate template to a person, even utilizing the action reason.

• Gives OffBoarding administrators the ability to automatically assign the OffBoarding role to users, manage template assignments, and maintain document configurations and worker document uploads.

• Notifies participants that the OffBoarding process is available and provides a link to the OffBoarding dashboard, where they can enter the specified data from one location.