Offboarding - all that needs to be done

The offboarding period is a unique phase—there are specific tasks that need to be completed within a defined timeframe. So how can you keep everything under control?
We’re happy to provide you with the tools that will help you manage this process efficiently and smoothly!

Offboarding checklists

The most effective way to manage the entire process is by creating specific checklists that include all tasks that need to be completed. In Sloneek, you can easily create such checklists, assign tasks to the responsible person, and keep an eye on the progress of their completion.

Sounds familiar? Yes, this is exactly the functionality of the Checklists module — which can also be used to create offboarding checklists. And that’s not all: you can save these checklists as templates, allowing you to reuse them while simply adjusting a few details specific to the offboarded person.

To learn how to create and work with the checklists, please navigate HERE.

Updating the User Lifecycle Stage

Once an employee enters the offboarding process, you can update their lifecycle stage to Offboarding directly in their profile. During this step, you’ll also have the option to specify the reason for termination by selecting it from a dropdown menu.

Once the entire offboarding process is complete, there are just two final steps to take:

• Change the lifecycle stage from Offboarding to Alumni

• Deactivate the user

Both actions can be performed directly from the user’s profile.

After deactivation, the user will no longer have access to the application. However, their full profile and history will remain stored in the system.
And of course, once a user is deactivated, no charges will apply on their behalf.