Offboard an Employee with Alkimii

Step 1: Set Employee as a Leaver & Issue the Leaver Pack

Navigate to the staff profile and locate the employee you wish to leaver. 

• Within the staff profile, navigate to the 3 vertical dots on the profile card and select “ Set as a Leaver” from the options.

You will have the option to set a “proposed leaver date”. This can be useful if the employee has given a resignation for their notice period. Select the “Leaver Packs” from the dropdown list. You can leave the remaining fields blank for now, as this will be actioned to complete the leaver process at a later date. Click “Set as Leaver” to send the Leaver pack to the employees.

Step 2: Completing the Leaver Pack on Mobile 

The employee will receive a notification that a HR Pack is pending completion via their mobile app. 

• To complete the pack, open the HR Request on the mobile app 

⚠️ Important:
The contents of the leaver pack will vary from one organisation to another, based on how the system has been configured.

• Fill out the information as it appears in the pack - this might comprise of: 

Exit interview questionnaire

Resignation Letter Upload

Leaver Reason Form

Step 3: Approving the Pack in the HR Queue 

Now that the employee has completed the pack, you will be able to approve the pack in the HR Queue and the documentation provided will populate into the staff profile and compliance dashboard. 

• Open "HR Automation" from the menu  
• Filter by "Leaver Pack" type to quickly find the pack for approval. The approval process is as normal.

Click on the tick icon to begin your review, ensuring all information has been provided correctly. Once happy select "Submit review" in the bottom right.

• Once approved, this information will feed into the employee's Staff Profile and offboarding compliance dashboard. 

💡 Tip: Once the HR Pack has been returned and approved, you can create an  "Acknowledgement of Resignation Letter" pack in Alkimii to share with the employee if you wish.   

Step 4: Complete the Leaver Process 

When the leaver date has been confirmed, you will need to complete the leaver process for the employee. 

• Within the staff profile, navigate to the 3 vertical dots on the profile card and select “ Set as a Leaver” from the options.

Enter the confirmed "End Date" for this employee.  You will notice that the Employee Leaving Reason, which was submitted by the employee, has populated here, however,  you do have the option to add your leaving reason if this should be different.  If the employee had team members reporting to them, you will need to reassign these to another manager in the system.