Grove HR's Offboarding checklist offers a way to automate the hand-over process for both employee, HR in charge, and related departments. HR can keep track of employee's offboarding process without back and forth email sending.

Assign an Offboarding checklist

Before assigning an Offboarding checklist, make sure you have created a template, tasks and determine which task will be assigned to which person or department.

Here are two ways to assign an offboarding checklist to an employee:

Option 1: Assign checklist after offboarding employee:

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

  2. Select a Checklist Template from the dropdown box

  3. Select the HR in charge

  4. Click Assign to complete action

Option 2: Select from Offboarding queue (*)

  1. Navigate to the Checklists module > Offboarding

  2. Click on the employee you want and click Assign checklist

  3. Select a Checklist Template from the dropdown box

  4. Select the HR in charge

  5. Click Assign to complete action

* Offboarding Queue is a list of employees whose Employee Status is Offboarding and are yet to be assigned a checklist.

Check Offboarding progress

  1. Navigate to the Checklists module > Offboarding

  2. Click on the arrow before employee name to view Task List, Due date and Assignee

    • Completed tasks will have a green checkmark

    • You can view task detail and download uploaded file (if any) by click on on any task

    • You can also make changes to the task and reselect the assignee by clicking on Edit

💡Tips: A completed task can be reverted, simply click on any completed task and click Revert to in progress.

📌NOTE:

  • Only employees with access to Offboarding tab can be selected as HRs-in-charge. You can modify their access by reading this article.

  • The HR-in-charge 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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