Managing Offboarding Checklists - Knowledge Base | BerniePortal

Managing Offboarding Checklists

After an Offboarding Checklist is assigned, update each task until every item is COMPLETE or NOT APPLICABLE.

Who can manage assigned Offboarding Checklists

Employers and Offboarding Feature Admins with Offboarding enabled. Managers can update tasks for their employees from the home page Checklists sidebar.

To open an employee's Offboarding Checklist:
  1. Open Employees in the top navigation, select the employee, then select the Offboarding tab.
Or select the employee's name under Checklists on the home page sidebar.

To update a task:
  1. On the employee's Offboarding Checklist, open the action menu on the task row.
  2. Select Mark as complete or Mark as not applicable. To reverse a status, select Mark as incomplete.
  3. To add a comment, select Add note, enter text in Note, then select Add.
Task status shows as INCOMPLETE, COMPLETE, or NOT APPLICABLE. Existing notes open from the comment icon in the Notes column.

When every task is complete or not applicable, the employee no longer appears under Checklists on the home page.

To assign a checklist at termination or from the Offboarding tab when none is assigned, see Assigning Offboarding Checklists.

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