Employee Offboarding and Termination Workflow

Start of the Workflow/Process.

Fetch the core employee data (Name, ID, Department, Manager) from the Employee Data Model to initiate the process.

Change the 'Employment Status' field in the Employee Data Model to 'Terminated' or 'Resigned'.

Create a task for the IT Department to collect laptops, monitors, and mobile devices.

Create a task for IT/Security to disable software licenses, email access, and VPN permissions.

Create a task for HR to prepare the final termination letter and legal documentation.

Create a task for the Finance team to calculate final payouts, unused PTO, and severance.

Execute a formula combining (Base Salary / Period) + Unused Vacation Days + Severance Amount.

Generate a new entry in the 'Offboarding Logs' data model to track the lifecycle of this specific termination.

Retrieve all pending expense claims from the Expense Data Model linked to the employee.

Aggregate all unpaid expense entries and company-issued loan balances to determine total deductions.

Send an automated email to the employee's direct manager regarding the departure date and handover requirements.

Send an email to the departing employee with a link to the Exit Interview Survey.

Send an email to the Security Team to trigger physical badge deactivation.

Update the Department Data Model to decrement the 'Active Headcount' count by 1.

Generate a report summarizing all completed termination entries for the current month for HR leadership.

Delete temporary guest credentials or seasonal contractor entries from the Active Users data model.

End of the Workflow/Process.