Editing the default employee off-boarding checklist allows the business to define which tasks are required when an employee leaves. The default checklist applies to all employees during off-boarding and can be updated to reflect current policies or operational needs. While individual requirements can still be adjusted at an employee level, maintaining an accurate default checklist helps ensure the off-boarding process is consistent, complete and properly documented. This guide explains how to edit the default employee off-boarding checklist.
Quick Guide
Editing the Default Employee Off-Boarding Checklist
Click the cog in the top right of the Dashboard.
Select Account Settings from the drop-down menu.
Scroll to Off Boarding in the left-hand column.
Click Add/Edit to the right.
The default off-boarding checklist is displayed.
Items with ticks to the right are currently required for all employees during off-boarding.
Note: you can also tailor off-boarding requirements for an individual employee during the off-boarding process without changing the default settings.
Tick a box to add a requirement, or untick a box to remove it.
Your changes are saved automatically.