Creating an Offboarding Checklist - Knowledge Base | BerniePortal

Creating an Offboarding Checklist

When an employee leaves an employer, there are likely tasks that an employer must complete, such as deactivating the employee's email or collecting their equipment. Offboarding Checklists are a great way to track these tasks in BerniePortal!

To create a new Offboarding Checklist:
  1. Navigate to the "Offboarding" tab. 
  2. Select "Add New Checklist" in the top right corner.

  3. Title the checklist in the "Checklist Name" field.
  4. Enter a "Task Title" and "Description", then select "Add".

  5. Continue this process until all tasks have been added to the Checklist, then select "Save."
If your employer has existing Offboarding Checklists, you can hover over the action gear for a checklist and select "Clone" to duplicate that checklist. After you select "Clone" make the necessary changes, such as changing the Name, and Adding, Editing, or Deleting tasks, then select "Save."

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