Config Account: 2.25 Offboarding
-
andrew
- March 16, 2023
It's sad to see employees leave the company but when it's time, it's time to let go but before they depart your company, there are some things that you would want them to do certain actions first right? In this setting, we'll be setting up the things and procedure of an employee's offboarding.
Click on Settings -> expand the right menu and click on "Offboarding Setting". You'll be greeted with the page shown above.
There will be 3 tabs - "Offboarding Checklist Item", "Offboarding Process" and "Offboarding Process Document Template". Let's go through them one by one.
Offboarding Checklist Item
- This is where you'll set every single activity that you want them to return.
- For instance, a checklist item of "Returning laptop", "Knowledge Transfer", "Returning Access Key Card".
- Click on "Create" on the top left corner of the tab to show an empty form.
- Fill up all the other fields and check the checkboxes if it fits your requirements.
- Click on "Create" at the bottom right of the tab to create the checklist item.
Offboarding Process
- This is where you compile all of the Offboarding Checklist Item into a single action called, Offboarding Process.
- You must have at least one Offboarding Checklist Item to be able to proceed with this step.
- Click "Create" to start filling up the Offboarding Process form.
- Fill up the necessary details and check the checkboxes where it fits your requirements.
- Click on "Create" to create the Offboarding Process.
Offboarding Process Document Template
- Optional step. This tab is also triggered only when you click on "Create" on Offboarding Process.
- This is where you would want to send a customised template to verifiers or the offboarding employee on their Offboarding Process.
- If no action is done, a default template will be used and sent.
Once you are done, we can move on to the next topic. I'll see you there!
If you need a more detailed guide, please take a look at our Comprehensive Detailed Guide (Configuring Your Account | Offboarding) (v1.1, 24.07.2023).
