{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/0728c9611c4b40908854787f35bc5cbf\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/0728c9611c4b40908854787f35bc5cbf-02604ccaa17b1fc9-full.jpg","duration":336.3078,"title":"How to set up and start using offboarding workflows","description":"This tutorial shows how to create automated workflows for efficiently managing employee departures in Ledgy.\n\nSetup Process (One-Time):\n\nCreate Leaver Reasons: Company Settings → Data Management → define categories (good leaver, bad leaver, retirement)\nBuild Workflows: Equity Plans → Workflows → configure automated actions for each leaver type\n\nWorkflow Configuration Options:\n\nGroup Assignment: Move departed employees to alumni or other designated groups\nDashboard Access: Option to re-invite to personal email for continued access to vested equity\nVested Equity: Choose to retain or terminate based on leaver type\nExercise Windows: Set time-limited periods for exercising vested options\nUnvested Equity: Configure to continue vesting, accelerate, expire, or terminate\nCustom Overrides: Apply different rules to specific equity plans\n\nApplication:\n\nSelect employee → three dots menu → Offboard\nChoose appropriate leaver reason\nSystem automatically applies configured workflow rules\nReview and publish any grant terminations\n\nBenefits:\n\nConsistency: Standardized treatment based on departure circumstances\nEfficiency: Automated group reassignment and equity handling\nCompliance: Ensures proper documentation and settlement processes\nFlexibility: Different workflows for various departure scenarios\n\nResult: Streamlined offboarding process that reduces manual work while ensuring consistent, compliant treatment of departing employees' equity based on their leaving circumstances."}