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Offboarding workflows

Create workflow of tasks that need to be completed as part of an offboarding process.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Offboarding workflows are useful to help create an organised process of what needs to be done when you are offboarding an employee.

  1. Click on your name on the top right, then click Settings.

  2. On the settings menu click Offboarding, then click Workflows.

Create a workflow

  1. Click Add new.

  2. Enter a title.

  3. If required, enter a description.

  4. Select which teams this applies to. Can either be all teams or you can select specific teams.

  5. Under Tasks, click on the ➕ to add an existing offboarding task.

  6. Click on the drop down and select a task.

    📌TIP: To create more tasks to select from this dropdown - Read more >

    The task will then show listed under Tasks.

  7. To add additional tasks repeat steps 5 and 6.

    To delete a task in the flow, click the rubbish icon, To edit the order they are in click and drag to move them.

  8. Once done, click Save.

To edit a workflow click on the pencil ✏️ icon. To duplicate a workflow click on the folded papers icon.

📎NOTE: Once you terminate an employee, you can assign this workflow to the Offboarding section of their record.

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