Answered

Offboarding Process - visibility to employees

  • 23 February 2023
  • 3 replies
  • 39 views

Hi :)

We are currently rethinking our offboarding process and would like to add some tasks for different departments.

As resignations are not communicated to everyone in the company at the same time, we were wondering if it is possible to send the off-boarding tasks within the workflow at different times, e.g. 1 day before the resignation?

Thank you for your support in advance!

Nicole

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Best answer by Maria Langer 27 February 2023, 11:56

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Hi @Nicole Möhres 😊

Thank you for asking this question in our community!

Can you tell me what exactly you mean by “sending the off-boarding tasks within the workflow at different times”? 

Are you referring to this setting: 

Thank you for further informations 🤗

Have a good one,

Maria 🌷

Hi @Maria Langer :)

Thank you for clarifying my question.

The setting you show is clear to me. This means that there are different due dates for the people responsible.

What I was asking is whether it's possible to show the task to different people at different times, so that, for example, someone in Marketing doesn't need to know about the resignation at the same time as HR or IT. Especially if the notice period is three months. Then HR might start the off-boarding process when the resignation is handed in, and the communication within the company comes later. So it would be great to be able to send out the tasks at different points in time, (immediately to HR, 1 or 2 weeks before the employee leaves to IT and on the last day to Marketing,...).

I hope this is clearer.

Best,

Nicole

 

Badge +1

Hi @Nicole Möhres 🤗

Thanks for making the issue clearer!

We don´t yet offer the possibility to show the task at different times. You can only edit the amount of days, when the task should be completed by different people. 

As soon as the offboarding template is assigned to the employee, all tasks are shown at one time. 

I would like to encourage you to post this suggestion of improvement in our ideation area. This way, other users will be able to vote for it, and the suggestion will be shared with our product team.

In order for us to fully understand your idea, I share with you a couple of questions that your description should clarify when posting in the ideation area:

  • What would you like to achieve with Personio? What issue do you need to solve?
  • Why? What would be the added value for you?
  • How are you solving it right now?

The more details, the better!

However, remember not to share any personal or business data with the public. Make sure to add the link to the idea in this thread, so that other users that find your question can upvote it.

Thank you in advance for sharing your ideas with us 🙌.
Best,

Maria 🌷

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