How to activate the offboarding workflow for a leaver?

Important

HR Admin access required

How to Activate the Offboarding Workflow for a Leaver.png

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > EMPLOYEE > VIEW
  3. Type the new joiner's name in the search field
  4. Click 'View' to open the profile
  5. Locate the 'Account' tab and look for the field 'Run workflow'
  6. Select 'Offboarding' from the dropdown
  7. Enter the leaver's last working day
  8. Click 'Run'

NOTE: The assigned team members will see the offboarding tasks in their ‘Tasks’ page for them to action or complete.

 

 

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