Available for the following HR plan: Free, Standard, Premium, Platinum
Available for the following user access levels: Employee, Manager, 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
- 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
Editing data
Deleting data
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.
Explore related content
- Completing a performance review as a manager This feature allows you to check in on the performance review progress made by your direct employees/.
- Add, edit, and delete company goals (OKRs) This feature allows you to create a new company, team or individual goal and specify the required key results.