Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following User Access levels: Admin

The Offboarding Checklist feature enables admins to create task groups that activate upon an employee's offboarding. You can specify which employees or teams will receive these tasks. You can also edit, clone, and delete individual offboarding tasks, as well as entire checklists. Offboarding tasks trigger when a termination date is entered for an employee, and should their account be reactivated, these tasks will still be available for audit purposes.

Getting started

Create an offboarding checklist

Click the Settings menu.
In the Recruitment & Onboarding section, click Checklists.
Click the Offboarding tab.
Click the New Checklist button.
Complete the following fields:
- Name.
- Applies to:
  - All employees.
  - Specific team.
Click the Add Task button.
Complete the following fields:
- Name.
- Description.
- Do you want all administrators to receive this task.
Important

This option will only trigger a notification for admins within your organisation, not owners.
- Do you want all managers to receive this task.
- Do you want all employees to receive this task.
- Other owners
- Shared task (Any one owner can complete this task on behalf of all others)
- Due date. Make sure that the offboarding due date is set at least 1 day before the employee's termination date. Otherwise, the notifications may not be sent correctly because the employee will be considered already offboarded.
Click the Subtask button and list any additional subtasks.

Helpful Hint

Repeat steps 6 to 9 for each task that needs assigning to the offboarding checklist.
Click the Save button.

Data management

Clone an offboarding task

Click the Settings menu.
In the Recruitment & Onboarding section, click Checklists.
Click the Offboarding tab.
Click the Edit button.
Click the Clone button.
Change any required details and then click the Save button.

Editing data

Edit an offboarding checklist

Click the Settings menu.
In the Recruitment & Onboarding section, click Checklists.
Click the Offboarding tab.
Click the Edit button.
Make the required changes and click the Save button.

Edit an offboarding task

Click the Settings menu.
In the Recruitment & Onboarding section, click Checklists.
Click the Offboarding tab.
Click the Edit button.
Click the Edit button.
Make the required changes and click the Save button.

Deleting data

Delete an offboarding task

Click the Settings menu.
In the Recruitment & Onboarding section, click Checklists.
Click the Offboarding tab.
Click the Edit button next.
Click the Delete button.
Click the Delete button.

Delete an offboarding checklist

Click the Settings menu.
In the Recruitment & Onboarding section, click Checklists.
Click the Offboarding tab.
Click the Delete button.
Click the Delete button.

Further information

Workflow: Assigning an offboarding checklist

An off-boarding task triggers once you enter a termination date for an active employee. The workflow for this process is:

An Admin offboards the nominated employee.
The task owner receives an email notification on the due date.
The task owner can use the Click Here button to access their assigned task.
The platform will take the task owner to the My Tasks feature, where they can view, action, and complete their assigned offboarding tasks.

Explore related content

Setup Your Offboarding Checklists - This feature allows you to create a group of tasks that will be activated when you offboard an employee from Employment Hero.
Action tasks in my to do list - This article will walk people through how to manage their task lists, which Employment Hero will create based on the onboarding checklist you have just created.