Offboarding in Talenta is a process for managing and monitoring the resignation process of company employees. This process can be initiated by the employer with the Superadmin/admin role deciding to resign a certain employee, or it can start from an employee resignation request, which must go through an approval process. Once the resignation request is approved, the Offboarding process will begin, and the employee will be required to follow the Offboarding procedures.

After the Offboarding Task has been created, the Form Setting has been completed, and the Resignation form has been submitted, you can start the Offboarding process for employees individually or in bulk. Here are the steps.

A. How to Start Offboarding Individually

1. Go to the Employees menu then select Offboarding.
   

2. On the Offboarding page, click “Actions” and select Start offboard.
   

   Important
   The Start offboard option is only available for employees with the Ready to offboard status.

3. You will then be directed to the following page.
   
   Description:

   No.	Button/Column Name	Description
   1	Start offboarding	Button to start the Offboarding process for that employee. Make sure the data and to do list shown are correct.
   2	Resignation info	Contains information about the employee whose resignation is being processed. You can complete the Resignation info form by following the steps in the guide here.
   3	To do list name	A list of tasks that must be completed in the Offboarding process for that employee.
   4	To do list PIC	Each task to be completed has its own PIC (Person in Charge). You can learn how to assign a PIC here.
   5	To do list status	Each task has a status (To do, In progress, Done) which can be changed by the Superadmin when completed.
   6	Delete	Click the “-” icon if you want to delete the task.
   7	View asset/View loan	Click the “View asset” button to see which company assets the employee has (if any). Or, click “View loan” to see the employee's loan list (if any).
   8	Forms	You can view the Exit interview form submitted by the employee here. Learn how to manage Exit interview form settings here.
   9	Add task	Add a task by clicking this button if needed.

4. In the pop-up that appears, click “Start”.
   

5. You will then be redirected to the Offboarding detail page. However, the Offboarding status will change to In progress if the Offboarding to-do list has been fully completed by both the employee and the PIC, and you can click “Complete offboarding” to finish the offboarding process.
   

6. A confirmation pop-up will appear as a reminder that this action is final and cannot be undone. Click “Complete” to finish Offboarding.
   

7. A green notification "Onboarding completed" will appear, indicating that Offboarding is complete. All to-do list items will also change to “Done”.

B. How to Start and Complete Offboarding in Bulk

There are four Offboarding statuses for employees on the Offboarding page: Ready to offboard, In progress, Completed, and Cancel resign. You can perform bulk Offboarding on employees with the Ready to offboard, In progress, and Completed statuses only by following these steps.

1. Ready to offboard
   You can check the Checkbox next to the names of employees with the Ready to offboard status only to perform bulk Offboarding. Then, click “Actions” and Start offboard.
   
   Then, click “Start”.
   

   You still need to review the employee offboarding data and PIC tasks as in the individual offboarding method.

2. In progress
   You can check the Checkbox next to the names of employees with the In progress status only to perform bulk Complete Offboarding. Then, click “Actions” and Complete offboarding.
   
   Then, click “Complete”.
   

3. Mixed statuses (Ready to offboard and In progress)
   You can check the Checkbox next to the names of employees with the Ready to offboard and In progress statuses to perform bulk Start offboarding or Complete Offboarding. Then, click “Actions”, and Start offboard to change the status of employees with Ready to Offboard status or Complete offboarding to change the status of employees with In progress status.
   

   1. Click “Start” on the pop up that appears if you are taking the Start offboard action.
      

   2. Click “Complete” on the pop-up that appears if you are taking the Complete offboarding action.
      

That is the guide on how to start and complete employee offboarding in Talenta. In the next Offboarding step, you can Set Offboarding Employee. Learn the guide here.