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Courses / Managing your staff

Lesson 6 of 6 · 4 min

Offboarding

Take someone off the team properly, in one step.

When someone leaves, use Offboard on their profile instead of removing them by hand. In one step it:

  1. writes a resignation or termination entry in their logbook, noting whether they can be re-hired
  2. takes them off upcoming sessions
  3. moves the people they manage to their own manager
  4. removes their departments and roles
  5. unassigns their open tasks and cancels any waiting promotion review

You can't offboard yourself.

Why not just remove them?

Removing someone by hand leaves gaps: places on sessions nobody will turn up to, people with no manager, and no record of whether they can come back. Offboarding does it all at once.

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Offboarding · Managing your staff · Rosterr Academy