EMPLOYEE OFFBOARDING AND TERMINATION WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Employee Profile: Fetch the core employee data (Name, ID, Department, Manager) from the Employee Data Model to initiate the process.
[ ] Update Employee Status: Change the 'Employment Status' field in the Employee Data Model to 'Terminated' or 'Resigned'.
[ ] IT Asset Recovery Task: Create a task for the IT Department to collect laptops, monitors, and mobile devices.
[ ] Access Revocation Task: Create a task for IT/Security to disable software licenses, email access, and VPN permissions.
[ ] HR Documentation Task: Create a task for HR to prepare the final termination letter and legal documentation.
[ ] Finance Payroll Finalization Task: Create a task for the Finance team to calculate final payouts, unused PTO, and severance.
[ ] Calculate Final Payout: Execute a formula combining (Base Salary / Period) + Unused Vacation Days + Severance Amount.
[ ] Create Offboarding Record: Generate a new entry in the 'Offboarding Logs' data model to track the lifecycle of this specific termination.
[ ] Fetch Outstanding Expenses: Retrieve all pending expense claims from the Expense Data Model linked to the employee.
[ ] Sum Total Outstanding Liabilities: Aggregate all unpaid expense entries and company-issued loan balances to determine total deductions.
[ ] Notify Manager: Send an automated email to the employee's direct manager regarding the departure date and handover requirements.
[ ] Employee Exit Interview Invite: Send an email to the departing employee with a link to the Exit Interview Survey.
[ ] IT Security Alert: Send an email to the Security Team to trigger physical badge deactivation.
[ ] Update Departmental Headcount: Update the Department Data Model to decrement the 'Active Headcount' count by 1.
[ ] Generate Monthly Attrition Report: Generate a report summarizing all completed termination entries for the current month for HR leadership.
[ ] Remove Temporary Access: Delete temporary guest credentials or seasonal contractor entries from the Active Users data model.

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