This article will outline how to complete customer-initiated offboarding, and how to submit an offboarding request.

This allows you to provide required details upfront, reducing delays, minimizing manual follow-ups, and enabling internal teams to take action more quickly. 

What is Customer-Initiated Offboarding?

Customer-initiated offboarding allows a customer to submit an offboarding request directly within the Global Work Platform.

During this process, customers provide key details such as:

• Offboarding reason

• Employee circumstances

• Termination details

• Timeline, payout, and equipment information

These inputs ensure that internal teams have the necessary information to begin processing the request immediately.

How to Initiate an Offboarding Offboarding

Step 1. Log in to the Global Work Platform™.

If you have difficulty logging into the Global Work Platform™, please reference the "I'm having login issues" article.

Step 2. Navigate to the Employee Profile

Go to the Talent section, select the employee, and click “Offboard.” on the top right of your screen.

The process is initiated, and you will be advised not to communicate directly with the employee due to legal and financial risk. Click ‘Next’.

Step 3. Enter Offboarding Details

Provide key details about the offboarding, including:

• Reason for offboarding

• Circumstances

• Any agreements in place

Step 4. Provide Termination Call Details

Enter details related to how the termination will be handled, including any participants or required steps.

Step 5. Enter Timeline and Payout Information

Provide additional details, including:

• Timeline and preferred end date

• Payout information

• Equipment-related detail

Step 6. Review and Submit

Submit the offboarding request and choose whether you would like to backfill the role. Once submitted, the request cannot be viewed or edited. After submitting, our regional legal team will review the specifics and reach out to you to align on the next steps.