April, 2018

26apr1:00 pm1:30 pmRecords Exit ProcessThursday, April 26, 2018 @ 1 p.m. CST


Is your Records platform fully configured to handle the exit process? Do you collect exit surveys when employees leave or retire? Do employees always turn in their ID badges or keys?

During this 30-minute webinar directed towards HR Personnel we will discuss:

  • How to set up forms and workflows to handle the exit process
  • How an employee, their supervisor, or HR can trigger the exit process to ensure all of the steps of the process take place and are approved
  • How to report on this process so you can ensure all steps have been completed