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
- Click the Settings menu.
- Click the Checklist Settings submenu.
- 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
- 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
- Click the Settings menu.
- Click the Checklist Settings submenu.
- Click the Offboarding tab.
- Click the Edit button.
- Click the Clone button.
- Change any required details and then click the Save button.
Editing data
- Click the Settings menu.
- Click the Checklist Settings submenu.
- Click the Offboarding tab.
- Click the Edit button.
- Make the required changes and click the Save button.
- Click the Settings menu.
- Click the Checklist Settings submenu.
- Click the Offboarding tab.
- Click the Edit button.
- Click the Edit button.
- Make the required changes and click the Save button.
Deleting data
- Click the Settings menu.
- Click the Checklist Settings submenu.
- Click the Offboarding tab.
- Click the Edit button next.
- Click the Delete button.
- Click the Delete button.
- Click the Settings menu.
- Click the Checklist Settings submenu.
- Click the Offboarding tab.
- Click the Delete button.
- Click the Delete button.
Further information
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.
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.
Explore related content
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- Managing your organisations goals (OKRs) | HR Web Platform This feature allows you to create a new company, team or individual goal and specify what the key results are, and how you will measure the progress of these objectives
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