Offboarding

A structured offboarding process ensures that everything runs smoothly when someone leaves the company – technically, organizationally, and personally.

Why Offboarding Is Important

A good offboarding protects the company from security breaches and legal issues. It ensures that:

• Access is revoked in time
• Tasks are handed over
• Legal requirements are met

When the process runs smoothly, it leaves a positive impression on the employee – strengthening the company’s reputation and potentially opening doors for future collaboration.

The Offboarding Feature in Pulse

The offboarding feature works similarly to onboarding. In this article, we’ll only show you the differences. For details on the general process, please refer to the onboarding guide.

Note

You’ll find the offboarding feature in the main navigation on the left under “Offboarding.” If you don’t see this item, you probably lack the necessary permissions.

Differences from Onboarding

Access Rights

Offboarding and onboarding have separate permissions. This allows you to precisely control who can access which function.

Tip

Even though the processes are similar – the separate permissions let you clearly define who is responsible for what.

Employee View

Unlike onboarding, the employee does not see a new menu item in their profile during offboarding.

Last Day Instead of First Day

For offboarding, you enter the last working day. For onboarding, it’s the first.

FAQ

Does an employee see that they are being offboarded?

No, the employee does not notice anything directly. This allows you to calmly and professionally prepare the process and later communicate it in a personal conversation.