Start an offboarding and the work organises itself: assets flagged for recovery, final pay and leave settlement, the equity leaver decision, a proper handover and an honest exit interview. Then keep the door open with alumni.
Interactive example · tick off a task · illustrative people and data
From the day he resigns to the day he joins your alumni, nothing is left to memory.
HR records the last working day, reason and template. October flags his assets, works out the final pay deadline and asks for an equity leaver decision.
Explore the workflows, tools and practical details that support offboarding throughout the working day.
Record the last working day, reason and template. October flags the person’s assets for recovery, sets the final pay deadline, asks equity admins for a leaver decision and builds the task plan.
Tasks for knowledge transfer and project notes sit with clear owners and dates. With Work Insights, a collaboration footprint shows which teams rely on the person most.
Schedule exit interviews, send the questionnaire and keep private notes, themes and risk flags. Completing the plan ends benefits and adds the person to your alumni network.
With Work Insights connected, the collaboration footprint shows which teams rely on the person most, so the handover reaches the people who need it.
Exit interview answers, themes and risk flags feed turnover reporting and attrition forecasting, so patterns show up before the next resignation.
Explore the detail behind offboarding.
Access revocation is an IT task in the plan, with an owner and a due date. Assigned assets are flagged automatically, and admins are alerted on the last working day if anything is still open.
Cancel the offboarding and October restores the person’s previous status and reverses the automatic steps, such as flagged assets and the final pay deadline. The reason is kept in the audit log.
Yes. Import a form to create a questionnaire template, or bring historical exit interviews across so their themes feed turnover and attrition reporting.
We’ll walk through the real product with your team and show how it connects to the rest of October People.