Ledgy

Offboarding employees as leavers, good or bad, is a necessity for every type of business and industry.

How to offboard an employee?

This tutorial shows how to create automated workflows for efficiently managing employee departures in Ledgy.

How to set up offboarding workflows

This article explains how to reinvite stakeholders who have been offboarded.

How to reinvite offboarded stakeholders?

Learn how Ledgy's automatic status tags track employee onboarding and offboarding workflows to help you complete equity tasks on time.

How do stakeholder status tags work in Ledgy?

Support Team

Frances Agoncillo

Offboarding

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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