Employee Experience Pack: Offboarding - Manager Planning for a Departing Team Member release notes

  • Release version: Store
  • Updated November 3, 2022
  • 2 minutes to read
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    Summary of Employee Experience Pack: Offboarding - Manager Planning for a Departing Team Member

    The Employee Experience Pack for Offboarding equips managers with tools to effectively plan for a departing team member. This release, updated on November 3, 2022, enhances the offboarding process by integrating Journey Accelerator with Lifecycle Events to streamline activities and improve productivity for both employees and managers.

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    Key Features

    • Journey Accelerator: Reduces manual tasks for managers, allowing for a smoother transition experience for departing employees.
    • Lifecycle Events Integration: Triggers necessary cross-departmental activities during the offboarding process, such as asset collection, benefits transfer, and exit interviews.
    • Plan Configuration: Includes a structured Plan Type for Offboarding, with two stages that cover Knowledge Transfer and Farewell Activities.
    • To-Do Templates: Provides seven customizable templates to facilitate key activities within the offboarding journey.

    Key Outcomes

    By utilizing this Employee Experience Pack, managers can expect to enhance the offboarding experience for their team members. This leads to better knowledge transfer, improved team communication, and opportunities for maintaining connections through an alumni network. The integration of automated tasks helps managers focus on supporting their team during transitions, ultimately fostering a more positive employee experience.

    Version history for the Employee Experience Pack: Offboarding - Manager Planning for a Departing Team Member on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 2.1.0 - November 2022
    • How can Journey Accelerator Complement an Offboarding Lifecycle Event? Journey Accelerator can be used with or without Lifecycle Events. For those of you who use Lifecycle Events in your organization, you may be wondering the difference and when you should use Lifecycle Events vs. Journey Accelerator. To summarize, Lifecycle Events helps manage experiences across departments to support employee and admin productivity. Meanwhile, Journey Accelerator eliminates manager's manual tasks, so they can be more productive and provide the employee an updated experience as they navigate their transition. In a Lifecycle Offboarding Event, all organization-required, cross-departmental activities are triggered. Activities can include, but are not limited to:
      • Facilitating the collection of the employees badge, laptop, and other company assets
      • Transfer of benefits Removal of systems access
      • Distribution of information regarding separation policies
      • Conducting exit interviews
    • From the Lifecycle Event, admins can trigger the creation of a Journey Accelerator plan. Journey Accelerator plans should include the recommended activities that create a best-in-class offboarding journey for the departing team member, manager, and the entire team. Journey Accelerator eliminates the manual tasks a manager should do as part of the journey. Activities can include, but are not limited to:
      • Knowledge transfer between team members
      • Team farewell activities
      • Ongoing activity handoff
      • Team communications
      • Ensure that the departing team member keeps in touch and joins the alumni network
    • This Employee Experience Pack Feature Accelerator contains the following:
      • Plan Type for Offboarding
      • Plan Configuration for Offboarding
      • Two Stages in the Plan configuration
      • Knowledge Transfer
      • Farewell Activities
      • Seven to-do templates in the two stages
    Version 1.0.0 - April 2021
    • Journey Accelerator can be used with or without Lifecycle Events. For those of you who use Lifecycle Events in your organization, you may be wondering the difference and when you should use Lifecycle Events vs. Journey Accelerator. To summarize, Lifecycle Events helps manage experiences across departments to support employee and admin productivity. Meanwhile, Journey Accelerator eliminates manager’s manual tasks, so they can be more productive and provide the employee an updated experience as they navigate their transition. In a Lifecycle Offboarding Event, all ‘organization-required’, cross-departmental activities are triggered. Activities can include, but are not limited to:
      • Facilitating the collection of the employee’s badge, laptop, and other company assets
      • Transfer of benefits
      • Removal of systems access
      • Distribution of information regarding separation policies
      • Conducting exit interviews
    • From the Lifecycle Event, admins can trigger the creation of a Journey Accelerator plan. Journey Accelerator plans should include the recommended activities that create a best-in-class offboarding journey for the departing team member, manager, and rest of the team. Journey Accelerator eliminates the manual tasks a manager should do as part of the journey. Activities can include, but are not limited to:
      • Knowledge transfer between team members
      • Team farewell activities
      • Ongoing activity handoff
      • Team communications
      • Ensuring departing team member keeps in touch and joins the alumni network
    • This Employee Experience Pack Feature Accelerator, contains the following:
      • Plan Type for Offboarding
      • Plan Configuration for Offboarding
      • 2 Stages in the Plan configuration Knowledge Transfer Farewell Activities
      • 7 to-do templates in the 2 stages