Offboarding Workflow
This workflow is a standard part of Sense, switched on by default rather than something you install separately. It tells Sense to notify your admins the moment an employee is marked as a leaver, with a pro rata holiday breakdown and a ready-made offboarding checklist to work through.
How it works
Mark the employee as a leaver then let Sense start the offboarding process
To use the Offboarding Workflow, simply mark the departing employee as a leaver in Sense as part of your usual process.
Then, every time this happens, Sense will automatically email all admins to let them know, including a breakdown of the employee's pro rata holiday entitlement where it applies.
If there are further steps to complete, then admins also receive a predefined offboarding task checklist to work through, so the leaving process stays consistent.
More onboarding & offboarding workflows
See all onboarding & offboarding workflows
Common questions
What kicks this workflow off?
Marking an employee as a leaver in Sense.
Who gets notified?
All system admins, by email, as soon as the employee is marked as a leaver.
What information does the notification include?
A breakdown of the employee's pro rata holiday entitlement, where applicable, alongside the offboarding checklist.
What do the offboarding tasks cover?
A predefined checklist that guides admins through the leaver process consistently, so nothing gets missed.
Can we customise the checklist?
Yes. If you want offboarding tasks tailored to your own process rather than the default checklist, Sense's Custom Offboarding Checklist workflow lets you build one for leavers, managers, and HR.