Offboarding
Leaving, including retirement — the exit conversation, the final pay, the assets, the access, and the obligations that outlive the employment.
Where to find it
- Module: HRMS
- Group: More
- Section: Reachable by link
- Screen: Offboarding
Address in the console: /hrms/offboarding
List · 9 columns · 32 fields on its form · 3 of them required
This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Number | Code | offboarding_no |
| Worker | Text | employee_name |
| Leaving | Status | leaving_type |
| Retirement | Yes or no | is_retirement |
| Last day | Date | last_working_day |
| Terminates | Date | termination_date |
| Assets back | Yes or no | assets_returned |
| Access revoked | Yes or no | system_access_revoked |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Employee required | Choice | Looked up from existing records | |
| How it is ending required | Choice | resignation, dismissal, redundancy, retirement, end_of_contract, death, mutual, transfer, tupe | |
| Reason | Long text | ||
| Retirement | Yes or no | ||
| Retirement type | Choice | normal, early, ill_health, phased, deferred | |
| Pension scheme | Text | ||
| Pension starts | Date | ||
| Phased | Yes or no | ||
| Phased hours % | Number | ||
| Notified on | Date | ||
| Last working day | Date | ||
| Termination date required | Date | ||
| Notice worked | Yes or no | ||
| Paid in lieu of notice | Yes or no | ||
| Garden leave | Yes or no | ||
| Exit interview | Date | ||
| Exit reason category | Text | ||
| Would recommend us | Yes or no | ||
| Exit feedback | Long text | ||
| Accrued leave (days) | Number | ||
| Accrued leave paid | Yes or no | ||
| Severance | Number | ||
| Assets returned | Yes or no | ||
| Assets outstanding | Long text | ||
| System access revoked | Yes or no | ||
| Building access revoked | Yes or no | ||
| Knowledge transfer done | Yes or no | ||
| Handed over to | Choice | Looked up from existing records | |
| Restrictive covenant | Yes or no | ||
| Covenant months | Number | ||
| Eligible for rehire | Yes or no | ||
| Status | Choice | initiated, in_progress, pending_final_pay, completed, cancelled | Completing it ends the employment and the work relationship together. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.