Offboarding Feature Admin Functionality
An Offboarding Feature Admin is an employee a Global Admin gives Offboarding administrative access for specific subgroups. They use Switch to admin account to work in that role. The employer must have Offboarding enabled.
Global Admins assign Offboarding Feature Admins under Global and Feature Admins when Offboarding is enabled. For assignment steps, see Feature Admins.
Offboarding Feature Admin capabilities
Assigning a checklist during termination
The Terminate action on the Employees list is available to Feature Admins who also have Benefits, Onboarding, or Payroll access for that employee's subgroup. Offboarding-only Feature Admins do not get Terminate from Offboarding access alone. When Terminate is available and Offboarding is enabled, they can select an Offboarding Checklist on the termination form.
Note: Offboarding Feature Admins do not see themselves in the employee list while using Switch to admin account.
Related Articles
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 ...
Editing and Managing Offboarding Checklists
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 ...
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 ...
Assigning Offboarding Checklists
Assign an Offboarding Checklist when you terminate an employee. The checklist tracks remaining offboarding tasks for that employee. Who can assign Offboarding Checklists Employers and Feature Admins who can terminate employees, when Offboarding is ...