There are two ways to assign an offboarding checklist to an employee.

Option 1: After offboarding a profile, an Assign Checklist pop-up will appear.

Option 2: Go to the Checklist, in the Offboarding tab, select the employee's name to whom you want to assign a checklist, and then click the Assign checklist.

NOTE:

  • Only employees with Offboarding permission can be selected as HRs-in-charge. He/she will be notified if the offboarding process is off-track and/or when it is completed.
  • Only employees whose employment status is Offboarding will be listed in Offboarding Queue.
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