Offboarding and employee separation

As employees transition away, records must be properly managed and the processes surrounding employee separation kept organized. HR document management automates important records management procedures, ensuring that files are categorized and records policies are applied from the point of offboarding.

Workflow streamlines communications so that important offboarding procedures are followed. Integration with the HRIS system keeps employee records in sync with their status. As employees turnover, files are updated and moved for proper record keeping.

Workflow notifications automate offboarding checklists, alerting key individuals of actions needed when an employee leaves. For example, notifications can inform payroll to process final paychecks, instruct operations to remove building access, and let IT staff know they need to deactivate access to computers and network systems.

Manage records for efficient offboarding and employee separation procedures.

Employee separation and records management

  • Former employee files are properly identified, categorized, and filed for retention according to records policies.
  • Key people in departments across the organization are notified of separation tasks, safeguarding property and knowledge.
  • You have awareness over offboarding processes from start to finish with reporting tools and a clear view of employee actions.

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HR document control software

Manage employee files, automate workforce procedures, take command of forms, policies, and more with HR document management software solutions in Document Locator.Learn More »

HR policy management

Improve compliance with policies and procedures in a centralized platform. Manage employee manuals, corporate policies, templates, work instructions — all with version control and approvals.Learn More »

HR file management

Securely store and manage employee files electronically. Files are secure, easy to retrieve, and managed with consistency and organization. The risk of lost or misplaced files is eliminated.Learn More »

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Be ready for the next audit.

Be ready for the next audit

Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.
HR files under control

Employee files under control

Manage employee files, automate workforce procedures, take command of forms, policies, and more.
Project file management

Structured project files

Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.
Manage business operations

Automate business processes

Automate the flow of documents and information to define, optimize, and control repeatable business processes.

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