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Make employee departures easy with automated notifications, document generation, and feedback collection.
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Employees offboarding is far from simple, often involving multiple departments, tight timelines, and complicated deliverables. And the stakes are high. There are security risks, compliance risk, and relationship risks.
The good news? Automation can help. This employee offboarding template takes a complicated, error-prone process and turns into a streamlined, repeatable workflow. With a single form submission, you'll trigger a series of actions, from notifying stakeholders, to generating necessary documents, updating your HR systems, and collecting valuable feedback. You'll get a smoother, more efficient and consistent offboarding experience that saves your team hours of work and ensures nothing falls through the cracks.
An automated employee offboarding system is perfect for:
This template builds you a comprehensive employee offboarding system. Here's how:
Note: You can find copies of the Google Forms and Google Docs used in this template here.
Não são necessárias habilidades técnicas. O modelo usa a interface amigável do Zapier para conectar suas ferramentas existentes. Você só precisa saber quais IDs de formulário correspondem a quais ativos de marketing e ter acesso ao seu CRM e sistemas de notificação.
Yes, this template is designed to integrate with popular HRIS systems like BambooHR. If you use a different system, you can likely adapt the template to work with it using Zapier's wide range of integrations.
O modelo foi criado com a privacidade de dados em mente. Ele processa apenas as informações que você fornece e as integra aos seus sistemas existentes. No entanto, você deve sempre revisar e ajustar o fluxo de trabalho para garantir que ele esteja em conformidade com as políticas específicas de tratamento de dados da sua empresa.
Absolutely. The template provides a starting point, but you can easily modify the content of notifications, surveys, and document templates to match your company's specific needs and tone.