Create and manage employee offboarding checklists

When an employee exits the organization, it's important to ensure all offboarding activities are properly tracked and completed. An offboarding checklist serves as a structured guide to manage this process efficiently. HRStop lets you create and manage these checklists to streamline employee exits and reduce manual follow-ups.

---

Create an offboarding checklist

To define an offboarding checklist for employees:

1. Navigate to: Control Panel → Employees → Separation Requests.
   Click the dropdown next to Employee Offboarding → Offboarding Checklists.
2. A new page opens where you can add a checklist.
3. Enter the following details:
   • Title of the checklist
   • Description
   • Department, Designation, and Entity for which this checklist applies
4. Click Save. The checklist is added to the list shown below.

---

Add tasks to a checklist

Once a checklist is created, you can add specific tasks:

1. From the same Offboarding Checklist page, click the Checklist option.
2. Click Manage Tasks under the Task column to define individual offboarding tasks.
3. For each task, specify:
   • Applicable To (who the task applies to)
   • Priority (e.g., high, medium, low)
   • Owner (the person responsible for completing the task)
4. Click Save to add the tasks to the checklist.

These tasks are automatically displayed when an admin initiates offboarding for an employee.

---

Trigger an offboarding process

To begin the offboarding process for an employee:

1. Go to: Control Panel → Employees → Separation Requests.
2. Click the Employee Offboardings button (top-right corner).
3. Select Trigger Offboarding.
4. A confirmation dialog appears:
   • Select the Employee.
   • Choose Yes/No to confirm triggering the offboarding.
5. A success notification confirms that the offboarding process has started.

---

By using HRStop’s offboarding checklist feature, you can ensure every exit process is structured, trackable, and compliant with company procedures.