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:
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."
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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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 ...
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 ...
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 ...
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 ...