Creating an Offboarding Checklist - Knowledge Base | BerniePortal

Creating an Offboarding Checklist

Offboarding Checklists track tasks you complete when an employee leaves, such as collecting equipment or deactivating accounts.

Who can create Offboarding Checklists

Employers with Offboarding enabled, and Offboarding Feature Admins using Switch to admin account.

To create a new Offboarding Checklist:
  1. Open Offboarding in the top navigation. BerniePortal opens Settings with the Offboarding Checklists sidebar selected.
  2. Select Add a New Checklist in the top right of the Offboarding Checklists card.
  3. In the Add a New Checklist dialog, enter a name in Checklist Name.
  4. Under Tasks, enter a Task Title and Description, then select Add.
  5. Add every task the checklist should include. You must add at least one task before you can save.
  6. Select Save.
To clone an existing checklist:
  1. On the Offboarding Checklists page, open the action menu for the checklist row and select Clone.
  2. In the Clone a Checklist dialog, change the Checklist Name and add, edit, or delete tasks as needed.
  3. Select Save.
To edit or delete an existing checklist, see Editing and Managing Offboarding Checklists.

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