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Home » Offboarding » Offboarding forms and document management

Paperless Workflow from Decision to Replacement
Reduce cycle time and prevent costly administrative errors by tracking and managing all steps of your offboarding processes using HRMDirect. Forms can be pre-populated with data contained in your HRIS and other systems, routed for approval, and signed electronically.

Custom Forms and Process Templates
HRMDirect leverages your investment by converting existing forms and supporting processes into web-based forms, and online workflow without forcing massive changes to existing tools and practices. By reducing the scope of process change, HRMDirect makes it easy for subscribers to migrate towards a paperless offboarding process without a large upfront investment.

Task Tracking and Reminders
Tasks are assigned and associated with both the assigner and assignee, the person being onboarded, a due date, and a completion status. Managers and HR staff can instantly generate reports and task lists of current open tasks, tasks due today, overdue tasks, all tasks assigned to a specific person for completion, as well as all tasks relating to a specific individual leaving the company.

Asset Management
Subscribers using HRMDirect to manage asset provisioning during the onboarding process (such as issuance of laptops, mobile phones, or ID badges) can generate recovery checklists automatically for use in offboarding processes. HRMDirect can also integrate with your existing asset management system as well.

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