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Documentation Index

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The Offboarding Dashboard lists all employee offboarding instances and provides status statistics; it is available at /hr/offboarding.

Overview

The Offboarding Dashboard (OffboardingDashboard) shows a summary widget and a filterable list of offboarding instances. Statistics cards display counts of active offboardings, completed offboardings, and upcoming terminations (within 7 days). Users can filter by status (in progress, completed, etc.) and termination type. Clicking a row opens the Offboarding Details page at /hr/offboarding/:id. This page integrates with IT offboarding workflows via useITOffboardingIntegration.

Who it’s for

Requires permission hr.offboarding.view (HR_PERMISSIONS.OFFBOARDING_VIEW).

Before you start

  • Offboarding instances are initiated when a termination is recorded in the system.

Steps

  1. Navigate to /hr/offboarding.
  2. Use the status and termination type filters to find the instances you need.
  3. Click an instance card or row to open the detail view.
  4. Monitor upcoming terminations in the stats cards.

Key concepts

  • Offboarding Instance — A record representing a single employee’s departure process, including all associated tasks and their completion status.
  • Termination Date — The employee’s last day; drives the “upcoming” metric on the dashboard (within 7 days).

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/cores/hr/pages/OffboardingDashboard.tsx
  • src/cores/hr/hooks/onboarding/useOffboardingInstances.ts
  • src/cores/hr/hooks/onboarding/useITOffboardingIntegration.ts