video1.0<iframe src="https://www.loom.com/embed/0728c9611c4b40908854787f35bc5cbf" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0728c9611c4b40908854787f35bc5cbf-02604ccaa17b1fc9-full.jpg336.3078This tutorial shows how to create automated workflows for efficiently managing employee departures in Ledgy. Setup Process (One-Time): Create Leaver Reasons: Company Settings → Data Management → define categories (good leaver, bad leaver, retirement) Build Workflows: Equity Plans → Workflows → configure automated actions for each leaver type Workflow Configuration Options: Group Assignment: Move departed employees to alumni or other designated groups Dashboard Access: Option to re-invite to personal email for continued access to vested equity Vested Equity: Choose to retain or terminate based on leaver type Exercise Windows: Set time-limited periods for exercising vested options Unvested Equity: Configure to continue vesting, accelerate, expire, or terminate Custom Overrides: Apply different rules to specific equity plans Application: Select employee → three dots menu → Offboard Choose appropriate leaver reason System automatically applies configured workflow rules Review and publish any grant terminations Benefits: Consistency: Standardized treatment based on departure circumstances Efficiency: Automated group reassignment and equity handling Compliance: Ensures proper documentation and settlement processes Flexibility: Different workflows for various departure scenarios Result: Streamlined offboarding process that reduces manual work while ensuring consistent, compliant treatment of departing employees' equity based on their leaving circumstances.