Before
Support checked contract end dates and manually reconciled departures that had been missed on earlier days. They then had to identify each eligible employee and start the offboarding process individually.
How it works
- Review contract end dates for the current day and the previous seven days.
- Filter departures by the configured entity and select employees eligible for offboarding.
- Process each selected employee sequentially through the offboarding workflow and report the run totals.
Workflow details
- Trigger and timing: The workflow is designed for a daily run and can also be started through an on-demand webhook in the demonstration. An optional reference date determines the review window.
- Contract review: It reads contract end dates from the employee directory and prepares a window covering the current date and the previous seven days, allowing missed departures to be recovered.
- Eligibility filtering: Employees are selected when they belong to the configured legal entity and their contract end date falls within the defined window. The workflow also counts all listed employees and the number selected for offboarding.
- Offboarding handoff: Each eligible employee is processed one at a time through the employee offboarding sub-flow, which includes the documented sign-in, mailbox, application, and checklist activities.
- Completion reporting: The run finishes with counts for employees listed and employees sent to offboarding, while the demonstration uses simulated directory responses rather than live external reads and writes.
What changed
A recurring review now identifies current and recently missed departures automatically, applies the entity and date checks consistently, and sends qualifying employees directly into the offboarding queue one at a time. The run also provides reviewed and selected counts for operational follow-up.
Work removed
Repeatedly checking contract end dates, reconciling recent departures missed on their end date, filtering employees by entity and date, and manually starting offboarding for each eligible employee.
Expected outcome
At least one recurring contract-date review and catch-up reconciliation cycle is automated per run, reducing the number of eligible departures left outside the offboarding queue.
