SuccessFactors Offboarding Process Cheat Sheet

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Offboarding allows you to set up a seamless exit process for employees leaving the company. 

  1. Enabling Offboarding- Enabling Offboarding switch in Provisioning
  2. Role-Based Permissions for Offboarding- Role-based permissions for User Groups performing Offboarding Activities
  3. Setting a Business Rule to Configure Offboarding Initiation- Initiate Offboarding Configuration rule that validates the requirement of the Offboarding process based on termination reason.
  4. Setting a Business Rule with event reason for Publishing the Termination Event- Event Termination Rule to configure the event reasons based on which the Termination event will be triggered
  5. Setting the Rule for Data Review for the Employee Leaving the Company- To review the information of the employee leaving the company, the ONB2_OFB_ManagerReviewCheck rule must be configured and evaluated to true.
  6. Setting a Rule for Data Review by an Employee for the Exiting Employee- To have a task for reviewing the information of the employee leaving the company by an existing employee,  the ONB2_OFB_EmployeeReviewCheck rule must be configured and evaluated to true
  7. Configuring a Business Rule for Archiving Offboarding Tasks- Configure business rule to automatically remove completed or irrelevant offboarding tasks from the dashboard of the assigned Offboarding participants.
  8. Configuring Offboarding Programs- To define a set of tasks to employees leaving the company based on entities like job location, job code by configuring the Offboarding programs.
  9. Accessing Email Services in Offboarding- Access the preconfigured email templates for Offboarding to help channel vital information to the participants of the Offboarding process
  10. Qualtrics Email Feedback for Offboarding- Configure Onboarding and Intelligent Services to send employee information to Qualtrics , so that you can send employees surveys when you to set up an offboarding process for them to leave the company.

Please refer Implementation Guide for information on Offboarding and activities which are included in the Offboarding process

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