Manage tasks necessary when off-boarding an employee, equipment, or client.

Whenever an employee, piece of equipment or client need to be removed from the Company system there is multiple things that must be done by various departments in order to successfully off-board that entity. Central allows for the launch and management of those necessary off-boarding tasks. Cases are used to initiate off-boarding requests, Standards defines company off-boarding best practice, Quest launches action items in the form of Cases that need to be carried out to complete the off-boarding process.

USER EXPERIENCE :

• Off-boarding Case initiated
• Case assigned to Supervisor
• Case includes a link to instructions related to off-boarding Case
• Supervisor reads the instructions before beginning the process
• Supervisor launches a new off-boarding Quest form and fills it out
• Upon completion, Quest creates follow-up tasks on a question-by-question basis
• Quest form creates a series of Cases based on selected values and assigns them to the appropriate people for them to accomplish