Set up your offboarding checklist template

Configure the steps every departing employee goes through.

For: Owners & admins · Category: Recognition & exits

An offboarding checklist template defines the standard tasks that must be completed whenever an employee leaves - returning equipment, revoking access, exit interviews and so on. Set it up once; HR uses it for every departure.

Steps

  1. Open Settings -> Offboarding - Go to Settings and choose the Offboarding tab. Your current template items are listed here.
  2. Add a task - Type the task label in the input at the bottom and click Add. Tasks appear in the order they were added.
  3. Reorder or remove - Use the up/down arrows to reorder tasks, or the delete icon to remove one.
  4. Reset to defaults - Click "Reset to defaults" to fill the list with the 10 standard offboarding steps (equipment return, access revocation, exit interview, final payslip, etc.).
  5. Save - Click Save template. The template takes effect immediately for any new offboardings.

Tips

  • You can update the template at any time - existing in-progress offboarding task lists are not affected.
  • If you have not set a template, HR will be prompted to do so when the first offboarding begins.

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