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

automated rule⁠

(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

Upcoming Exits

Employee Name

Work Email

Personal Email

Termination Notification Date

Termination Date (Last Working Day)

Notes

Authorized By

Anonymous User

Responses won't be saved because this doc is in play modeSubmit

⁠

Upcoming Exits Details

Upcoming Exits Details

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

Gallery

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.