Run an employee offboarding
Track the exit tasks for a specific employee and mark them complete.
For: Managers & HR · Category: Recognition & exits
When a resignation or termination is approved or completed, an offboarding checklist is generated for that employee based on your template. HR and managers can then tick off each task as it is done.
Steps
- Open Resignations - Go to HR -> Resignations tab and find the employee's record.
- View the offboarding panel - Once the resignation status is Approved or Completed, an Offboarding panel appears below or beside the resignation details.
- Generate the checklist - If no tasks exist yet, click "Set up offboarding". This copies your company template into a task list specific to this employee.
- Tick off tasks - Check each task as it is completed. The checklist shows who completed it and when, and a progress indicator shows how many of the total are done.
- No template set? - If your company has not configured an offboarding template, you will see a prompt to set one up in Settings first.
Tips
- Anyone with HR, admin or owner role can mark tasks complete.
- All offboarding activity is logged - the completed-by name and date are recorded for compliance.