Pre-requisite Steps before starting the setup of the Offboarding Module. This is typically done at the start of your project with the assistance of an Implementation Specialist at HRplus.

1. Define your tasks for the offboarding checklist in as much detail as possible including who is the primary person responsible for those tasks.
2. Define the questions you would like to be added to the Exit Interview form. If using a rating scale then this must also be defined.
3. If the Asset module is being used, ensure any assets that the employee has to return is already setup.

The steps for set up are as follows:

1. Set up Offboarding Staff.
2. Set up Exit Interview Rating Scale (optional).
3. Set up Exit Interview Form.
4. View Exit Interview Forms by HR.
5. Set up Offboarding Checklist.
6. Enter Separation Record for the employee on HRplus.( Optional at this stage)
7. Generate Employee Offboarding Checklist.
8. ESS - Employee View of Offboarding Module
9. ESS - Manager view of Offboarding Tasks
10. Offboarding - Close Off Tasks for HR