Separation templates

A separation template is a reusable exit checklist — the standard list of things that must happen when someone leaves: hand back the laptop and ID card, revoke system access, return company property, conduct the exit interview, and so on. You build the template once and apply it whenever you initiate a separation, so the offboarding is consistent and nothing slips through. Each template is a named, ordered list of activities, and each activity says what to do, who (by role) is responsible, how many days into the offboarding it begins, and optionally how long it should take. You’ll find this at: /hr/separations/templates (list), /hr/separations/templates/new (create) and /hr/separations/templates/:id (edit). All three are reachable from the Template Centre (/hr/templates).

📷 Screenshot: the Separation Templates list — to be added.

The templates list

The list shows each template with its title and an Active / Inactive badge. Only active templates appear in the picker when you initiate a separation. Choose New Template to build one, or open any template to edit it.

Building a template

A separation template has a title, an active toggle, and an activity list.

Field	Required	Notes
Template Title	Yes	E.g. “Standard Employee Exit Process”.
Active	No (edit only)	Only active templates can be used to start a separation. The toggle only appears when editing; new templates are created active.

Activities

Build the checklist row by row (drag to reorder; the order is saved). Each activity carries:

Field	Required	Notes
Title	Yes	What the task is. Every row needs a title before you can save.
Description	No	Optional detail.
Assigned role	Yes	Who owns the task by role (HR / Manager / Employee / IT).
Begin on (day)	Yes	Days after the offboarding start the task begins (0 = the start). Becomes the activity’s due date when applied to a separation.
Duration (days)	No	Optional working time for the task. If set it must be at least 1, otherwise leave it blank.

The summary panel tallies the activity count, the total day span, and a breakdown by role. You need a title and at least one titled activity before Create Template / Save Changes will enable.

Editing replaces the activity list. As with onboarding templates, saving a separation template replaces its whole activity list with your current rows. Separations already created from the template are unaffected.