Edit Offboarding Checklist templates, set which checklist is the default for terminations, or delete a checklist you no longer need.
Who can edit Offboarding Checklists
Employers with Offboarding enabled, and Offboarding Feature Admins using Switch to admin account.
To edit an Offboarding Checklist:
- Open Offboarding in the top navigation. BerniePortal opens Settings with the Offboarding Checklists sidebar selected.
- Open the action menu for the checklist row and select Edit.
- In the Update a Checklist dialog, change the Checklist Name if needed.
- To remove a task, open the action menu on that task row and select Delete.
- To add a task, enter a Task Title and Description in the empty row, then select Add.
- Drag the handle on a task row to change task order.
- Select Update.
To set the default Offboarding Checklist:
- On the Offboarding Checklists page, select the radio button next to the checklist that should be selected by default when you terminate an employee.
- Select None if terminations should not pre-select a checklist.
The selected checklist shows (default) next to its name.
To delete an Offboarding Checklist:
- On the Offboarding Checklists page, open the action menu for the checklist row and select Delete.
- In the Delete Checklist dialog, confirm the checklist name, then select Delete. This cannot be undone. Select Cancel to keep the checklist.