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 Onboarding 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.

Directly in the Onboarding module you are able to create templates fitting the specific situations, including the offboarding process. Just click on Add a checklist template to create a new one. 

In the next step, you’ll be able to define all the tasks that need to be completed during the process and assign them to the person responsible.
Not sure how to create these tasks? Try using our AI prompt and let artificial intelligence take care of it for you!

Of course, all tasks can also be adjusted, added or removed manually. If needed, you can add a note or an attachment to each task using the Task Details option.

Once the template is ready, you can launch the checklist. During this step, you may change its name—for example, by adding the name of the employee going through the offboarding process. You’ll also have the option to set deadlines for when each specific task must be completed.

If everything is set up correctly, simply click the button in the upper right corner to launch the checklist. Everyone assigned to a task will receive a notification.

You can easily monitor the progress of each launched checklist in the Company > Onboarding > In Progress section, accessible from the menu on the left-hand side.

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.