Offboarding Tracker Template
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Offboarding Form

Your People Operations teams need pertinent information in order to process off-boarding requests. Below is a form that the person with knowledge/context, usually the HRBP, will fill out. This triggers notification to the People Operations Team and feeds into their tracker, as well as can serve as a notification system to alert your cross-functional teams i.e IT, legal, workplace by setting up an (see more below).


Instructions: Complete the form for all upcoming exits, including all details for the team to be aware of.

Clear example data
Upcoming Exits
2
Employee Name
Work Email
Personal Email
Termination Notification Date
Termination Date (Last Working Day)
Termination Type
Eligible for Rehire
Notes
Authorized By
AU
Anonymous User
Submit

Upcoming Exits Details
2
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John Doe
Jane Doe
John Doe
Work Email
Personal Email
Termination Notification Date
4/10/2023
Termination Date (Last Working Day)
4/24/2023
Termination Type
Voluntary
Eligible for Rehire
Yes
Notes

Authorized By
Alice Ly

💡 Expand to see notifications examples and automation set up

The automation is already built when you copy this doc. Complete the set up by adding users to Step 2.

⚙️ Gear icon > 🤖 Automations > Rule > 2 Then > Select Users from the drop down
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