How to use Sapling to coordinate a streamlined and consistent offboarding experience.
Sapling's Offboarding module ensures visibility over all critical tasks for departing team members. Just like onboarding, you can create a consistent and repeatable process to ensure a smooth transition.
To initiate offboarding, navigate from Home > Dashboard. Click on "Offboard" in the upper righthand corner.
Step 1: Fill out the associated information for the team member to confirm offboarding.
Step 2: Re-assign roles and active tasks.
Step 3: Assign an Offboarding workflow for any tasks that the team member needs to complete before their departure (optional).
Step 5: Schedule the offboarding email that outlines exit procedures. *note: click on the template to customize the email
Offboarding team members keeps their profile information. You'll be able to access the team member's information in the future and have visibility into the information that was on file.
Deleting team members will remove their profile information from Sapling entirely as if they never existed. We do not recommend to ever delete a team member (unless in the case of an accidental duplicate account).