With Sapling, you can coordinate a streamlined offboarding process for team members from your organization and ensure all tasks and documents are completed.
To initiate offboarding, you will want to go to the Admin dashboard and select Offboard Team Member.
Step 1: You will need fill out the associated information for the team member to confirm offboarding.
Step 2: 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.
Sapling's Offboarding feature allows you to offboard team members from the organization and ensure all tasks and documents are completed. Deleted team members do not have an offboarding process.
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.