How do I set up my organisation's offboarding checklists via the HR platform?

Available for the following HR plan: Free, Standard, Premium, Platinum Available for the following user access levels: Employee, Manager, Admin

Organising your tasks into a structured list can make your workload a lot more manageable. It allows you to view a list of your completed and uncompleted tasks and provides you with a sense of accomplishment when you mark an action item as completed.

The Offboarding Checklist feature allows an admin to create a group of tasks that activate when you off-board an employee, with the ability to specify which employee and/or team will receive these tasks. This feature also allows you to edit, clone, and delete individual off-boarding tasks and to delete any previously created off-boarding checklists.

Important

An off-boarding task triggers once you enter a termination date for an active employee. After this stage, if you re-active their account, the off-boarding tasks will remain for auditing purposes.

Getting started

Create an offboarding checklist
  1. Click the   Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Offboarding tab.
  4. Click the New Checklist button.
    Checklist_1.jpg
  5. Complete the following fields:
    • Name.
    • Applies to:
      • All employees.
      • Specific team.
  6. Click the Add Task button.
    Checklist_2.jpg
  7. 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
    • Due date.
  8. Click the Subtask button and list any additional subtasks.
    Checklist_3.jpg

    Helpful Hint

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

  9. Click the Save button.
    Checklist_4.jpg

Data management

Clone an offboarding task
  1. Click the   Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Offboarding tab.
  4. Click the Edit button.
    Checklist_5.jpg
  5. Click the Clone button.
    Checklist_6.jpg
  6. Change any required details and then click the Save button.
    Checklist_7.jpg

Editing data

Edit an offboarding checklist
  1. Click the   Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Offboarding tab.
  4. Click the Edit button.
    Checklist_5.jpg
  5. Make the required changes and click the Save button.
    Checklist_14.jpg
Edit an offboarding task
  1. Click the   Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Offboarding tab.
  4. Click the Edit button.
    Checklist_5.jpg
  5. Click the Edit button.
    Checklist_8.jpg
  6. Make the required changes and click the Save button.
    Checklist_9.jpg

Deleting data

Delete an offboarding task
  1. Click the   Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Offboarding tab.
  4. Click the Edit button next.
    Checklist_5.jpg
  5. Click the Delete button.
    Checklist_10.jpg
  6. Click the Delete button.
    Checklist_11.jpg
Delete an offboarding checklist
  1. Click the   Settings menu.
  2. Click the Checklist Settings submenu.
  3. Click the Offboarding tab.
  4. Click the Delete button.
    Checklist_12.jpg
  5. Click the Delete button.
    Checklist_13.jpg

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:

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

    Helpful Hint

    If the task owner wants to action this assignment later, they can view their assigned task from their dashboard. To read further details on how to complete a task from the dashboard, refer to the following article.

    Checklist_18.jpg

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