Onboarding employees and clients are among business processes that are considered by businesses when it comes to workflow automation. But have you ever thought about offboarding them?
Offboarding is usually a process that is paid less attention to. Despite the reality that it is never less important than onboarding. As it affects employee or client experience just like onboarding, making good or bad impressions.
Offboarding automation can also lead to more focus for your HR employees on more important tasks. As the whole process is automated with minimal human intervention. Enhanced documentation and data security can also be among the benefits of offboarding automation.
So, if you are considering offboarding automation, here are a few tips for implementing it with minimal hassle and organized priorities.
Make it all automated
When you automate any process, a general best practice is to leave no manual workflow, because this single workflow can be a bottleneck for all the others, minimizing the benefits of automation.
This should be the same with offboarding automation, as it needs you to consider automating everything, from document management, to account and access management; and even the required communications and document archiving.
Make it remote
If the employee doesn’t have to waste time coming back to your office for offboarding. It is definitely a better experience for them. Automating the whole offboarding process is great. But making it remote is the excellence level.
To make it remote for employees, you can offer them forms to fill out. Then, documents are to sign automatically to their mails with no need to come to the office. This can also reduce the stress employees can go through at such times.
Centralize data storage
When it comes to storing the documents and employee data, you need to make sure that all of this data is stored securely. That is with other data in one place, to be accessible at any time. Cloud storage can be the best and cheapest solution for storing data from multiple solutions in one place.
Ask for feedback
Gathering feedback on the solution and the level of satisfaction it delivers is always a great practice to help you improve the solution and make it better. You may find the solution perfect. But there may be flows that only your employees can notice. Then you need to take advantage of this.
With feedback effectively gathered, usually as part of the offboarding automation tool itself. You can rest assured that you have made a great change with this automation and that your investment is worth it.
