When an employee exits the organization, it's important to ensure all offboarding activities are properly tracked and completed. An offboarding checklist serves as a structured guide to manage this process efficiently. HRStop enables admins to create and manage these checklists to streamline employee exits and reduce manual follow-ups.
Create an Offboarding Checklist
To define an offboarding checklist for employees:
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Navigate to: Control Panel → Employees → Separation Requests
Click the dropdown next to Employee Offboarding → Offboarding Checklists - A new page will open where you can add a checklist.
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Enter the following details:
- Title of the checklist
- Description
- Department, Designation, and Entity for which this checklist applies
- Click Save. The checklist will be added to the list shown below.
Add Tasks to a Checklist
Once a checklist is created, you can add specific tasks:
- From the same Offboarding Checklist page, click on the Checklist option.
- Click Manage Tasks under the Task column to define individual offboarding tasks.
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For each task, specify:
- Applicable To (who the task applies to)
- Priority (e.g., high, medium, low)
- Owner (the person responsible for completing the task)
- Click Save to add the tasks to the checklist.
These tasks will be automatically displayed when an admin initiates offboarding for an employee.
Trigger an Offboarding Process
To begin the offboarding process for an employee:
- Go to: Control Panel → Employees → Separation Requests
- Click the Employee Offboardings button (top-right corner).
- Select Trigger Offboarding.
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A confirmation dialog will appear:
- Select the Employee
- Choose Yes/No to confirm triggering the offboarding
- A success notification will confirm that the offboarding process has started.
By using HRStop’s offboarding checklist feature, admins can ensure every exit process is structured, trackable, and compliant with company procedures.