Admins with the required permissions can view and complete offboarding checklists after an employee has been dismissed.
The offboarding checklist is available on all plan types, however the ability to create custom offboarding tasks is only available on the Plus or Premium plan—upgrade your plan at any time.
Adding custom tasks is only available to Plus and Premium customers—upgrade your plan at any time.
We recommend customizing your offboarding checklist before you dismiss people, so it’s ready to go. At this time, you can only have one offboarding checklist template for all team members.
You can only add tasks once an employee has been dismissed.
Only custom tasks can be deleted.
Once all tasks are marked as complete, the employee will be removed from the “Offboarding” tab after their dismissal date, or if you mark the checklist as complete.
Run a final payroll from the offboarding checklist