How To Schedule Offboarding of an Employee?

How to Schedule an Employee’s Departure Tasks

After setting up the offboarding checklist, you’ll see a schedule button next to each task:

1. Open the employee records
2. Select the employee you want to schedule departure tasks for
3. Go to the "Activity Plans" tab
4. Click "Schedule" next to the task you want to set
5. Enter the due date for completing the task
6. You can set a reminder before the due date
7. Save your changes
8. Once the task is done, confirm it by clicking the "Confirm" button. 

How to Confirm Completion of Individual Tasks and Steps During Offboarding

• Once the activity is completed, the responsible employee or you confirm that the task has been completed or carried out.
• As an HR person (or another responsible employee), you confirm that the activity has been performed.
• If the situation requires, attach a file confirming this.
• This can be a scan, photo, or another document.