Creating an Offboarding Checklist
To create a new Offboarding Checklist:
- Navigate to the "Offboarding" tab.
- Select "Add New Checklist" in the top right corner.
- Title the checklist in the "Checklist Name" field.
- Enter a "Task Title" and "Description", then select "Add".
- Continue this process until all tasks have been added to the Checklist, then select "Save."
Assigning Offboarding Checklists
Assigning an Offboarding Checklist is seamlessly integrated with the action of terminating an employee. To assign an Offboarding Checklist: Navigate to the "Employees" list. Locate the employee who should be terminated - and assigned an Offboarding ...
Managing Offboarding Checklists
Once an employee has been assigned an Offboarding Checklist, tasks can easily be managed until all items have been completed, and the employee has been fully offboarded. To manage an employee’s Offboarding Checklist: Access the employee's ...
Editing and Managing Offboarding Checklists
Roles and job descriptions change, and BerniePortal makes it easy to adjust Offboarding Checklists to keep up with these changes. To delete an Offboarding Checklist: Navigate to the "Offboarding" tab. Hover over the action wheel for the checklist ...
Offboarding Feature Admin Functionality
BerniePortal’s Feature Admin functionality grants individuals who are not the designated global admin specific administrative access. Employees who are assigned as an Offboarding Feature Admin have the ability to: 1. Create checklists 2. Assign ...