The Ultimate Coda Handbook for People & HR Teams

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The Ultimate Coda Handbook for People & HR Teams

The Ultimate Coda Handbook for People & HR Teams

ALT: LY Ultimate Guide for People Teams in Coda

ALT: LY Off-boarding

As the saying goes, nothing lasts forever. As we get ready to part ways with the employee, no matter the circumstances, we want to facilitate a smooth-as-can-be departure as it is often the last impression they’ll have of your company.

Keeping your offboarding team informed and tracking offboarding tasks

It’s important we have our ducks in a row, especially when it comes to offboardings. This area requires high collaboration with partner teams and ensuring your managers, IT, and legal team are in the know when it comes to departure date and time and necessary details. It’s especially critical when there are sensitive offboardings to get these details correct the first time.

At Coda, we’ve streamlined our process so you no longer have to manually send a message to each party. If you haven’t done so already, we’ve found it helpful to have a channel with your core offboarding team, usually one from each function at minimum — legal, IT, People, workplace. Messages get kicked off to this channel and via email once a termination request goes through and it’s auto configured to remind the team week(s) in advance and day of. A form makes it easy for your operations team to get the important details your HRBPs need to communicate so there’s no guessing whether it’s a voluntary or involuntary term, re-hire eligible or not, and paying through a different date than their last date. This cuts down the amount of back and forth that happens within teams and creates a centralized location for you to refer back to, should there be any audits.

Find the form and tracker,

Template for Offboarding Tracker

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Offboarding Tracker Template Keep HR parties in the loop and track must-do employee offboarding actions. coda.io⁠

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Conducting efficient exit interviews and share-outs with the help of AI and buttons

It can be challenging to remember all the actions you need to take, especially in fast moving environments. Whenever possible we want to bring automation into the picture. Another way we’ve done that at Coda is with our exit interview process. Scheduling exits, taking notes, summarizing, and of course sharing feedback with the appropriate persons can take a painstaking amount of time from your day. Work smarter, not harder as the saying also goes ;) Buttons make the world go round and as each exit date approaches, a slack message gets sent to the employee to schedule their exit interview. During the exit conversation, you’re so focused multi-tasking to jot all the notes while hosting a conversation, by the time the exit call is over you’ve got to hop over into your next meeting which doesn’t leave time to analyze themes and bundle up your summary. This is where we’ve incorporated AI to help summarize and it works wonders in distilling down the core message from your raw notes. And the final piece de resistance, with a click of a button you can share that summary with persons of choice (i.e HRBPs, org leads, CEO etc.) instead of sending 5 separate slack messages. Check out the template here for an immediate value-add to your exit process.

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Template for exit interviews

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HR Exit Interviews - Assisted by AI coda.io⁠

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