Offboarding Workflow
Sense starts an offboarding process when an employee is marked as a leaver. Administrators are notified, receive an offboarding checklist, and can review the employee's calculated pro rata holiday entitlement.
How it works
A repeatable leaver process reduces the risk of missed actions and keeps entitlement information in the same workflow.
1
Mark as leaver
Mark the employee as a leaver.
2
Notify administrators
Sense notifies administrators.
3
Include entitlement breakdown
Sense includes a pro rata entitlement breakdown when holiday entitlement applies.
4
Receive offboarding checklist
Administrators receive the standard offboarding checklist.
See this workflow running
Book a 20-minute Automate demo and we'll walk through real Library workflows on real customer data shapes that match yours.
FAQ
What starts this workflow?+
The documented process starts with: Mark the employee as a leaver.
What happens at the end of the workflow?+
The final documented step is: Administrators receive the standard offboarding checklist.
Who is involved?+
The documented participants are Administrators.
Can we configure it?+
The Help Centre does not list separate configuration options for this page. Check the installed workflow version in Sense Automate before promising additional controls.
Which Sense plan includes it?+
This draft currently marks the workflow as Team and above. See the price section and any product-review note before publication.