Automate Offboarding Task Assignments for HR and Managers

This template automates the assignment of offboarding tasks for HR and managers, ensuring a smooth and efficient offboarding process for departing employees.

Template Workflow:

1. Action: Input Form
Collect departing employee's contact information (e.g., email, phone number) and last working day. Also, gather any additional details required for offboarding, such as department, manager, and reason for leaving.

2. Action: Send Email to HR and Manager
Send an email to the HR manager and the employee's direct manager, informing them of the employee's departure and assigning offboarding tasks.
Subject: Offboarding Task Assignments - {{employee_name}}
Message: Hi HR Manager and {{manager_name}}, {{employee_name}} will be leaving the company on {{last_working_day}}. Please complete the following offboarding tasks:

For HR Manager:
Conduct exit interview
Process final payroll and benefits
Update employee records and status
(Include any additional tasks as needed)

For {{manager_name}}:
Reassign employee's projects and tasks
Collect company assets
Inform team members of the employee's departure
(Include any additional tasks as needed)

Please complete these tasks by {{deadline}}. If you have any questions or require assistance, please contact each other or the HR department. Thank you!

3. Action: Input Form
Collect confirmation from the HR manager and the employee's direct manager that all assigned offboarding tasks have been completed.

4. Action: Send Email to HR and Manager
Send an email to the HR manager and the employee's direct manager, confirming the completion of all offboarding tasks.
Subject: Offboarding Tasks Completed - {{employee_name}}
Message: Hi HR Manager and {{manager_name}}, thank you for completing all offboarding tasks for {{employee_name}}. Your efforts have ensured a smooth and efficient offboarding process. If you have any questions or need further information, please contact each other or the HR department. Thank you!

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