Simplify Partner Offboarding approval using Flow Template

Simplify Partner Offboarding approval using Flow Template

The Partner Offboarding Flow is used by Operations departments to accelerate business processes and maintain full control over important documents while eliminating manual actions.

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Proceed with building and automating your entire Flow using the drag-and-drop Flow creator.

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Implement the Pre-Built Workflow and Enjoy the Benefits of Automation

The automated Partner Off boarding Flow simplifies the work of the operations specialists and helps close important deals without delays or data losses. With easy-to-configure Bots, Operations departments can begin automating on day one, without writing a single line of code.

Check out the benefits airSlate delivers to your team:

  1. Use professional-looking, editable templates.
  2. Set up smart reminders and notifications, so you don’t miss deadlines.
  3. Negotiate contracts with your colleagues and partners in real time.
  4. Populate documents and contracts from your data sources using the no-code Bots.
  5. Automatically archive documents to your storage when a task is completed.

Optimize internal processes and focus on critical initiatives with the business automation platform. Deploy it once and save hours of time and hassle on every workflow step.

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intro-texture Partner Offboarding Flow
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Save an average of 8 hours per week with an automated Partner Offboarding Flow workflow

Spend an average of 10 minutes to complete a Partner Offboarding Flow document

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No-code automation, integrations, configuration and distribution of Partner Offboarding Flow

  • Add additional fillable fields to Partner Offboarding Flow

    Workflow document feature example Workflow document feature example
  • Embed fillable Partner Offboarding Flow in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example
  • Collect payments for Partner Offboarding Flow

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for Partner Offboarding Flow

    Workflow document feature example Workflow document feature example
  • Request attachments for Partner Offboarding Flow from recipients

    Workflow document feature example Workflow document feature example
  • Integrate Partner Offboarding Flow with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Partner Offboarding Flow

    Workflow document feature example Workflow document feature example
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Automate document workflows with airSlate products

Deploy any workflow with an all-in-one workflow automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

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Stay up to date with industry-leading security standards to protect your sensitive information
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Take burdensome tasks out of your business processes with a more streamlined partner offboarding flow

In today’s corporate environment, it’s becoming harder for organizations to handle a large number of tasks and unprocessed documents that just keep piling up. Getting new staff members on board is not an alternative considering the “new reality” we have to live in. Fortunately, there exists a solution.
airSlate offers a whole new strategy for handling company processes. It features a wide range of automation tools highly effective enough to take over the routine part of the daily tasks found in all organizations.
Learn how to improve partner offboarding flow quickly with this straightforward walkthrough.

How to set up the partner offboarding flow with airSlate:

  1. If you’re new to automation, ensure that you look around the website, check out use cases, or get free courses.
  2. Register an account or sign in to an existing one.
  3. Create a Workspace - your collaborative environment for configuring workflows.
  4. From the All Flows tab, decide on a new Flow or open up an existing one.
  5. Add a file or draft one from scratch taking advantage of document editor.
  6. To identify a group of documents associated with the needed workflow, go to the templates library.
  7. Modify the document(s), configure conditions for the document fields, assign execution roles, and add more Bots to improve the routine tasks within the Flow.
  8. You can also begin with the pre-set partner offboarding flow by finding it in the library.
Streamlining and increasing the partner offboarding flow has never been easier. Try it yourself and begin improving your company workflows from today.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Your offboarding process should address proper documentation of the following:Letter of resignation or termination.Nondisclosure and noncompete agreements if applicableBenefits documents e.g., explanation of ongoing benefits, retirement plan transfer, unemployment insurance

How to Automate OffboardingDe-provisioning: Removing an employees access to apps and equipment.Alert routing: Notifying the appropriate stakeholders when concerning behavior takes place.Exit interviews: Both scheduling them and moving the departing employees feedback to the appropriate places.More items...

6 Best Practices for Employee Offboarding ProcessThe Employee Offboarding Process, Simplified.Communicate the Termination.Provide Information to the Employee.Develop a Transition Plan.Conduct Exit Interview.Generate Good Faith.

Offboarding is the process during which people leave their colleagues and the company they work for in a structured manner. While onboarding focuses on a smooth integration of new hires, offboarding is all about saying goodbye and giving employees an easy, stress-free exit.

Step-by-step Process for Offboarding EmployeesStep 1: Get the resignation in writing. ... Step 2: Confirm exit dates with your manager and HR. ... Step 3: Schedule the last payroll. ... Step 4: Transition work and shift priorities. ... Step 5: Announce the departure. ... Step 7: Send a farewell announcement on the last day.More items...

An employee offboarding checklist details all of the necessary tasks that must be done when an employee leaves the company. It is often completed as a check-box exercise so that line managers and HR team members can see at a glance which activities have been finished and which are still outstanding.

Offboarding is the process that leads to the formal separation between an employee and a company through resignation, termination, or retirement. It encompasses all the decisions and processes that take place when an employee leaves. This may include: Transferring that employees job responsibilities.

How To Create Effective Employee OffboardingGather Insight. ... Retrieve Company Assets And Revoke Digital Access. ... Start The Knowledge Transfer Process Early. ... Say A Proper Goodbye. ... End Things On A Good Note. ... Dont Turn Your Back On Departing Employees.

Best practices to gracefully offboard an employeeUnderstand the nature of the exit. Offboarding comes with its fair share of complications. ... Offer a memorable offboarding. ... Retrieve insights. ... Ensure compliance. ... Protect your assets. ... Prevent productivity drops. ... Keep the door open.

An employee offboarding checklist details all of the necessary tasks that must be done when an employee leaves the company. It is often completed as a check-box exercise so that line managers and HR team members can see at a glance which activities have been finished and which are still outstanding.

Here are seven ways to improve your onboarding process for employee success.1 Prepare colleagues for the new employee. ... 2 Have the new employees workstation ready to go. ... 3 Make sure your new employee has access to any necessary programs. ... 4 Make introductions. ... 5 Plan a team lunch. ... 6 Allow plenty of time for training.More items...