View and complete offboarding checklists

• Run final payroll
• Assign a new manager to direct reports (if applicable)
• Remove access to app accounts (if applicable)

1. Head to the People section, and select Team members.
2. Select the Offboarding tab.
3. Click View checklist next to the employee.

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.

1. Head to the People section, and select Team members.
2. Select the Offboarding tab.
3. Click Customize offboarding checklist template.
4. Choose when the task should be completed by, and click Add task under the timeframe:
   • Before the last day
   • On the last day
   • After the last day
5. Add a task title.
   • If this task is for future dismissals, we recommend keeping it general, like "Conduct exit interview."
6. Add a task description (optional).
7. Select a team member to assign the task to (optional).
   • The assigned teammate will be able to see this dismissal task. They’ll also be able to see it when future dismissals are created if it's added to your dismissal template.
8. Confirm the due date.
9. Click Add task.

You can only add tasks once an employee has been dismissed.

1. Head to the People section, and select Team members.
2. Select the Offboarding tab.
3. Click View checklist next to the employee.
4. Choose when the task should be completed by, and click Add task under the timeframe:
   • Before the last day
   • On the last day
   • After the last day
5. Add a task title.
   • If this task is for future dismissals, we recommend keeping it general, like "Conduct exit interview."
6. Add a task description (optional).
7. Select a team member to assign the task to (optional).
   • The assigned teammate will be able to see this dismissal task. They’ll also be able to see it when future dismissals are created if it's added to your dismissal template.
8. Confirm the due date.
9. Click the checkbox if you want to add the task to the offboarding checklist for future dismissals.
10. Click Add task.

Only custom tasks can be deleted. 

1. Head to the People section, and select Team members.
2. Select the Offboarding tab.
3. Click View checklist next to the employee.
4. Click the three-dot menu and select Show and edit, or Delete task.
   • If you’re editing a task: Edit the information and click Save & close.
   • If you’re deleting a task: Select if you want to delete the task for future dismissals, and click Delete task.

1. Head to the People section, and select Team members.
2. Select the Offboarding tab.
3. Click View checklist next to the employee.
4. Click the checkbox to mark a task as complete.
   • If you accidentally marked a task as complete, click the three-dot action menu and click Mark as Incomplete to move the task back to the checklist.
   • If a task was not completed, and you need to remove it from the checklist, delete the task. 

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

1. Head to the People section, and select Team members.
2. Select the Offboarding tab.
3. Click View checklist next to the employee.
4. To review dismissal payment requirements for this employee (or to let us know if you’ve already paid them), click the three-dot action menu and select Update final payroll method.
   • We’ll recommend the most compliant option, but you can choose to pay them however you’d like: 
     • Dismissal payroll
       • Select this option if you need to pay the employee's final wages before the company’s next regular payday. There will be a separate record of the final payment, and they'll be removed from their last regular payroll cycle.
       • Click Start to run the dismissal payroll.
     • Regular
       • This option is the same as a dismissal payroll, except there won’t be a separate record of final payment, and you can’t customize the employee's final payday (they’ll be paid on the regular payday).
       • This will mark the task as complete, because the employee will appear on the regular payroll. 
     • I already paid them
       • This will mark the task as complete.