Managing Offboarding Checklists - Knowledge Base | BerniePortal

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:

  1. Access the employee's "Offboarding" area by either:
    1. Selecting the employee's name from the "Employees" list, then selecting "Offboarding" in the left menu.

    2. Selecting the employee's name from the "Checklists" area of the "To Do" list on the home screen. 

  2. Hover over the action wheel for a task to add a note, mark as complete, or mark as not applicable.

  3. Once all tasks have been marked as complete or not applicable, the employee will not longer show in the "Offboarding" area of the "To Do" list. 




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