How to use Sapling to coordinate a streamlined and consistent offboarding experience.
Use Sapling's Offboarding module to ensure 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.
First, you will need fill out the associated information for the team member to confirm offboarding.
Next, you can re-assign roles.
Step 3: You can determine Access Cut Off Date to specify when the offboarded employee should no longer have access to Sapling. You will have two options:
Step 4: You can assign workflows with tasks that are required to be completed by the team member prior to their departure.
Step 5: Send the offboarding email. The email outlines exit procedure and can be customized.
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).