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 you’d like to delete.
- Select “Delete.”
To edit an existing Offboarding Checklist:
- Navigate to the "Offboarding" tab.
- Hover over the action wheel for the checklist you’d like to delete.
- Select “Edit”.
- The "Update Checklist" modal will appear.
- Use the action wheel to delete tasks.
- Use the text fields to add new tasks.
- Select "Update" when complete.
Didn't find what you were looking for? Send us a ticket.
Related Articles
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 ...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 ...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 ...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 ...