Contractor offboarding

When a contractor's service ends, a number of tasks need to be completed in a short amount of time. Many of these tasks are consistent for every exiting contractor, while some vary based on the role, tenure or location. Orchestrate the completion of those tasks, ensuring no gaps in handoff and creating an audit trail for compliance

Challenge
Solution
Outcome
catalytic-customerjourney-graphic-successplanning

Challenge

It’s common for offboarding steps to be missed during handoffs, creating risk of incomplete termination and opaque compliance reporting

catalytic-customerjourney-graphic-adoption

Solution

Orchestrate the offboarding process, assigning responsibilities to HR, IT, supervisor and employee as needed. Account for both standard and role specific offboarding steps. Save all tasks to a System of Record

catalytic-customerjourney-graphic-maturity

Outcome

Complete the offboarding process faster and with more assurance that each step was finished. Provide a better experience to the contractor and the supervisors.

Contractor offboarding workflow in Catalytic

Trigger offboarding process via web form

1

Lookup employee data in HCM tool

2

Establish role-specific offboarding tasks

3

Assign specific tasks to HR, IT and supervisor

4

Notify HR and supervisor once offboarding complete

5

Save offboarding documentation to HCM for record keeping

6

Tagged:

people ops

tasks forms

integration

Created by: Catalytic

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