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Offboarding

Recorded live on Wednesday, November 2, 2022 at 12:30:00 pm ET

Life happens. People join an organization and folks leave organizations. It can be a personal decision, a termination, or maybe even just a temporary leave, but regardless of the reason we’ve compiled our suggestions of better practices to minimize the impact when offboarding an individual. First off, clean onboarding leads to easier offboarding. This means that there are certain suggestions we have for when you set up your accounts that will better prepare your organization for if/when an individual leaves.