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Start Offboarding from a User's profile (Clone)

Summary
Offboard User on Action starts the leaving process for a person who is not already on notice or terminated.
The first panel heading is Offboard User. Confirm opens the offboarding wizard to complete the process.

In this article

• Before you begin
• What Offboard User is for
• Opening Offboard User
• Confirming and completing offboarding
• Frequently Asked Questions (FAQ)

Before you begin

You need the required permission to start offboarding.

You need:

  • Terminate User permission.

Additional details:

  • Offboard User is shown when the profile status is not:
    • Terminated
    • Notice
    • Gardening Leave
    • Notice Waived
  • Action is shown for admins and some people you manage.

The page details are:

  • Page title: Profile
  • Action item: Offboard User

What Offboard User is for

Use Offboard User to start the leaving process from a person’s profile.

The process includes:

  • Revoking access.
  • Notifying relevant departments.
  • Handling final payroll and benefits.

Opening Offboard User

  1. Log in to Plumm.
  2. Open the 9-dot menu. The control label is Apps.
  3. Under PRODUCT SUITE, select Core.
  4. In the sidebar, under People, select My People.
  5. Open the person’s profile.
  6. Open Action.
  7. Select Offboard User.

The panel heading is:

  • Offboard User

Confirming and completing offboarding

To start the offboarding process:

  1. Review the information shown in the Offboard User panel.
  2. Select the confirmation checkbox.
  3. Select Confirm.
  4. Complete the offboarding wizard.

The panel can show:

  • Need help with setup? Click here.

The confirmation message includes:

  • By clicking "Confirm" below, you will initiate the offboarding process.
  • This process includes revoking the employee's access to all systems and services, notifying relevant Departments/Divisions, and handling final payroll and benefits.
  • Please ensure you have completed any necessary preliminary steps before proceeding.

The confirmation checkbox is:

  • I’m sure I want to offboard this user.

After selecting Confirm, the wizard opens.

The wizard details are:

  • Heading: Person’s name followed by Offboarding
  • Field: Offboarding Date
  • Offboarding Type options:
    • Regrettable
    • Non-Regrettable

The Offboarding panel button is:

  • Save

After starting offboarding:

  • Action can show Edit Offboarding.
  • The Edit panel heading is Edit Offboarding.
  • Cancel Offboarding is available as a separate panel with the heading Cancel Offboarding.

Frequently Asked Questions (FAQ)

• Why is Offboard User missing?
You need Terminate User permission. The option is hidden when the profile status is already Terminated, Notice, Gardening Leave, or Notice Waived.

• Where do I view the saved leaving details?
On Work, select Offboarding. See View Offboarding for more details.

• What must I tick before selecting Confirm?
You must select I’m sure I want to offboard this user.

• Can I edit offboarding after I start it?
Yes. Action can show Edit Offboarding for profiles with the status Notice, Gardening Leave, or Notice Waived.