In this article, we will go through the steps on how to offboard an employee in Asanify by following a step-by-step guide that explains the various constraints involved in the process.
Here is a step-by-step guide.
Step 1: Choose the employee you wish to offboard.
Go to the People tab from the left navigation bar and click on the employee you wish to offboard.
Step 2: Use the offboard option.
Click on the Offboard button on the right-hand side of that employee's profile.
Step 3: Fill in the offboarding details.
Choose the Resignation Date.
Enter the number of days which the employee needs to serve as his/her Notice Period.
The Exit Date will get auto-calculated once you enter the resignation date and notice period. If you change the Exit Date the notice period will automatically get adjusted for the same. The offboarding tasks have to be completed before the Exit Date in order to complete the termination process.
Choose an appropriate Exit Reason.
Choose the Final Payment Date of the employee.
Enter the personal Contact Email of the employee. In the next line, you may write an optional Note if necessary, explaining any additional details.
Click on the Submit button to go to the next step of the offboarding process.
Please note: The error message mentioned in the image below would be displayed if you have already Run regular payroll and the employee which you are now attempting to offboard was included in that payroll.
You would need to delete the specified payroll before you can successfully offboard the employee. We strongly advise you to download the payroll as a CSV as a backup before deleting the payroll.
Now, in the offboarding tab of that employee, you may view a Summary and the Offboarding Tasks you need to complete for the employee. After the completion of the offboarding tasks, the employee gets offboarded officially.
You may run termination payroll for the employee from this page itself. Please refer to the Steps on how to run termination payroll for an employee.
