Cherwell HRSM Offboarding Process

After the Offboarding HR Case is submitted, the HR Case Agent reviews the Case and initiates the offboarding process by selecting Start Offboarding. An IT ticket with associated Tasks is created with the HR Case Tasks.

Offboarding Tasks include:

• Last check and discontinuation is in the system
• Benefit Activities
• Remove access to HR system
• Cobra severance info, etc.

To access the Offboarding process:

1. Open a new HR Case.
2. For the Category, select Employee Lifecycle.
3. For the Subcategory, select Offboarding.
4. For the Case Service, select Initiate Offboarding.

You can also access and complete the HR Offboarding Checklist.