In this guide, we'll learn how to both offboard and permanently delete their profiles as needed.
You can add offboarded employees in bulk with our Tables feature. To learn more, see Importing users in bulk with Tables.
Offboarding employees
To move an employee, follow these steps:
In the People dashboard, click on the desired employee's profile, then click Full profile.
In the left-hand menu, click Offboarding.
Fill in the details request in the Offboarding window that appears. This includes their employment end date, last working day, reason for leaving and the option to attach documents (eg. resignation letters or references).
Select whether the offboarding was Regrettable or Non-regrettable to measure the impact of the employee's loss.
Click Confirm and schedule offboarding. The Offboarding information will stay in the Offboarding section of an employee.
In the People dashboard, their profile will have a countdown until their final day. After their last working day has passed, they can be found in the Offboarded section of the People dashboard.
As a note, users cannot offboard themselves, even when they have the permissions to do so. This is to ensure the process has been met and agreed upon by both parties; the employee and the organisation themselves (e.g. agreed timeline / end date vs employment end date, documents uploaded, reasons stated, etc).
Managers will see when their direct reports are being offboarded in the People dashboard, but they will not have access to their Offboarding section within the employee profile.
Cancelling Offboarding
If you need to cancel an offboarding, follow these steps:
In the People dashboard, click on the desired employee's profile, then click Full profile.
In the left-hand menu, click Offboarding.
Hover over the the Offboarded by icon in the top right-hand corner.
Click Confirm and cancel offboarding.
Deleting profiles
If you wish to permanently delete an offboarded user, follow these steps:
In the People dashboard, click the Offboarded option in the top right-hand corner of the dashboard.
Click on the desired offboarded employee's profile, then click Full profile.
In the left-hand menu, click Offboarding, then click Delete this Profile
Click Confirm and delete profile.
Deleting profiles permanently will remove the employee's information from your account. If you accidentally deleted an employee, reach out to us (team@humaans.io)