Offboarding overview

Offboarding tracks everything that has to happen when someone leaves. Open it from HCM → Offboarding in the sidebar. It is part of the HCM module, so it is on the Business and Enterprise plans. Plans and prices have not changed.

How it works

1. Start offboarding. HR picks the employee and enters the reason, when notice was given, the last working day and the leaving date. The leaving date can be later than the last day, for garden leave.
2. Check what they still hold. Before you confirm, Plenix lists what the person still has. A task is added for each item. See The offboarding checklist.
3. Work the checklist. Tasks go to HR, the manager, IT, finance or the leaver, each with a due date around the last day.
4. Exit interview. The leaver fills in a private exit interview.
5. Access and leaving date. Access is switched off on the access date, and the employee is marked as left on the leaving date. See Access, settings and turnover.
6. Complete. When every task is done or skipped, HR completes the offboarding.

Tabs

Tab	What it is for
Overview	People leaving soon, your tasks, and people who left recently
Leavers	Every offboarding, filtered by status or reason
My tasks	Every offboarding task assigned to you, soonest due first
Turnover	Leaver numbers, reasons, departments and exit interview summary (HR)
Checklists	Checklist templates for each leaving reason (HR)
Settings	Who does IT, finance and HR tasks, exit questions, and the automatic steps (HR)

Who can see what

• HR (HCM approvers and admins) see every offboarding, the private HR notes and every exit interview.
• The manager sees the offboarding for their direct report and works the manager tasks. They see the exit interview only if the leaver chooses to share it.
• The leaver sees their own checklist, key dates, holiday balance and exit interview, never HR's notes.
• Anyone else assigned a task sees their tasks and the basic details of the offboarding.

Changing your mind

If someone withdraws their resignation, open the offboarding and choose Cancel offboarding, with a reason. If they were already marked as left, their employee record goes back to how it was. Access you already switched off stays off — switch it on again under Users.