Setting up Employee Dismissal Process in Bitrix24
An employee submits a resignation letter. Next comes manual work: HR messages IT — disable access, accounting — calculate final pay, manager — take over duties, reception — retrieve badge. Half the steps are forgotten, the former employee sits with active account in corporate systems for a month. Bitrix24 turns dismissal into a managed process with checklist, timelines, and automatic notifications.
Dismissal Business Process
Process starts when HR receives resignation. Stages:
- Initiation — HR fills card: employee, last work date, dismissal reason, type (voluntary, mutual agreement, employer initiated).
- Handover — manager gets task to assign successor and monitor transition.
- Offboarding Checklist — parallel tasks to responsible departments.
- Settlement — accounting finalizes calculations.
- Document Signing — HR prepares order and related documents.
- Completion — all steps done, employee removed from structure.
Offboarding Checklist as Tasks
Offboarding checklist is implemented via parallel tasks in business process:
| Department | Task | Timeline |
|---|---|---|
| IT | Disable accounts, retrieve equipment | 1 day before |
| Administration | Collect badge, keys, parking card | Last work day |
| Accounting | Close expense reports, retrieve company funds | 3 days before |
| Manager | Confirm task handover and project transitions | 5 days before |
| Security | Sign NDA, retrieve security badge | Last work day |
Each task has deadline and escalation. If responsible person misses deadline — HR gets notified.
Access Revocation
IT gets structured task with systems list where employee has access. Data source — employee card fields or linked "Access" smart process elements. Task checklist:
- Corporate Email — disable, setup forwarding
- Bitrix24 — remove from structure
- VPN — revoke certificate
- External Services — disable SSO sessions
- File Storage — transfer document ownership
Exit Interview
Upon moving to "Document Signing" stage, business process creates task for HR — conduct exit interview. Task includes question template. Results recorded in dismissal card comment, available to management for turnover analysis.
Control and Reporting
HR leader sees:
- List of current dismissals with offboarding progress
- Overdue tasks — who is delaying
- Dismissal statistics by period, department, reason
What We Configure
- Dismissal business process with stages and parallel tasks
- Offboarding checklist with deadlines and escalation
- Automatic notifications to responsible departments
- Exit interview template
- Asset tracking connection — check assigned equipment
- Current dismissal report and turnover statistics