Overview
The offboarding configuration outlines the process and rules for managing employee exits, ensuring compliance and smooth transitions. Key highlights include:
Notice Period & FNF: Default notice period is set to 90 days, with a 45-day Full and Final (FNF) settlement period.
Automation & Reminders: Exit forms and offboarding checklists are auto-triggered before the last working day. Reminders are sent for pending approvals and FNF actions.
Checklist Controls: FNF cannot be initiated if checklist items are incomplete. Asset/checklist penalties are auto-deducted.
Resignation Settings: Options to edit resignation date, mark re-hireable status, include approver remarks, and allow managers to separate reportees.
Email Notifications: Automated alerts for resignation updates, exit interviews, FNF status, and daily exit reports sent to HODs and HR.
Flexibility: Supports future relieving dates and includes resignation date in the notice period.
🔧 General Settings
| Setting | Description | Input Type |
|---|---|---|
| Notice Period Applicability | Enable enforcement of notice period on resignation. | Toggle (ON/OFF) |
| Checklist | Enable offboarding checklist requirement. | Toggle (ON/OFF) |
| Resignation Date Edit | Allow editing resignation date after submission. | Toggle (ON/OFF) |
| Resignation Re-Hireable Status | Allow marking if employee is re-hireable. | Toggle (ON/OFF) |
| Resignation Request Approver Remarks | Allow approvers to add remarks during resignation approval. | Toggle (ON/OFF) |
| RM Can Separate Their Reportee | Allow Reporting Manager to initiate separation for their reportees. | Toggle (ON/OFF) |
📅 Notice Period Settings
| Setting | Description | Input Type |
|---|---|---|
| Include Resignation Date in Notice Period | Count resignation date as first day of notice period. | Toggle (ON/OFF) |
| Allow Future Relieving Date During Offboarding | Allow future relieving date to be set during offboarding. | Toggle (ON/OFF) |
| Default Notice Period (days) | Number of days for mandatory notice period. | Number Input |
| Full and Final Period (days) | Number of days for full and final settlement after last working day. | Number Input |
✅ Checklist Controls
| Setting | Description | Input Type |
|---|---|---|
| Restrict “Initiate for FNF” if Checklist Pending | Block Final Settlement initiation until checklist is complete. | Toggle (ON/OFF) |
| Auto Deduct Asset/Checklist Penalty in FNF | Automatically deduct penalties for unreturned assets or incomplete checklist. | Toggle (ON/OFF) |
| Auto Trigger Exit Form Before LWD (days) | Automatically send exit form N days before last working day. | Number Input |
| Auto Trigger Offboarding Checklist Before LWD (days) | Automatically trigger checklist tasks N days before last working day. | Number Input |
| Send Reminder to Approve Pending Checklist Before LWD (days) | Send reminder to approvers N days before last working day. | Number Input |
📧 Email Notifications
| Setting | Description | Input Type |
|---|---|---|
| Alert for Initiating FNF | Notify when Final Settlement process is initiated. | Toggle (ON/OFF) |
| LWD Changed at Resignation Status | Notify when Last Working Day is updated post resignation. | Toggle (ON/OFF) |
| Email Notification on Exit Interview Submission | Notify when exit interview form is submitted. | Toggle (ON/OFF) |
| Reminder for Status Update After LWD | Remind if offboarding status not updated after last working day. | Toggle (ON/OFF) |
| Send Reminder to Initiate FNF Before LWD (days) | Days before LWD to send reminder to initiate FNF. | Number Input |
| Recipient for FNF Initiation Reminder | Select one recipient role/user from dropdown. | Single-select Dropdown |
| Notify Other Emails for FNF Initiation Reminder | Enter additional email addresses manually (comma-separated). | Text Input |
| Send Reminder for FNF Completion Before LWD (days) | Days before LWD to send reminder for FNF completion. | Number Input |
| Recipient for FNF Completion Reminder | Select one recipient role/user from dropdown. | Single-select Dropdown |
| Notify Other Emails for FNF Completion Reminder | Enter additional email addresses manually (comma-separated). | Text Input |
📨 Separation Communication
| Setting | Description | Input Type |
|---|---|---|
| Circulate Mail on Separation | Enable email notifications on employee separation. | Toggle (ON/OFF) |
| Recipient for Separation Mail | Select one recipient role/user from dropdown. | Single-select Dropdown |
| Notify Other Emails for Separation Mail | Enter additional emails manually (comma-separated). | Text Input |
📊 Daily Exit Reports
| Setting | Description | Input Type |
|---|---|---|
| Daily Report of Exit Employees | Enable sending daily exit report email. | Toggle (ON/OFF) |
| Recipient for Daily Exit Report | Select one recipient role/user from dropdown. | Single-select Dropdown |
| Notify Other Emails for Daily Exit Report | Enter additional emails manually (comma-separated). | Text Input |
