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Step 9 Offboarding: Close Off Tasks for HR

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Once the Offboarding Checklist has been generated and assigned employees have begun the process of updating the tasks, to ensure the offboarding process is fully completed the person designated as the Onboarding Staff can do the following as part of their HR process:

  1. View the Generated Employee Checklists
  2. View and fill the Exit Interview Form (If HR is responsible)
  3. View the completed Employee Exit Interview Form.

View Generated Employee Checklist

HR / Offboarding Staff can:

  • View the status of tasks on the Offboarding Checklist.
  • Follow up with assigned persons if there are any incomplete tasks.

View Exit Interview Forms to be filled by HR

In the screenshot above there are no exit interview forms to be filled by HR.

View Exit Interview Forms Pending by Employees or Managers

View Completed Exit Interview Form

Previous Article Step 8 Offboarding: ESS - Manager View of Offboarding Tasks
Next Article Offboarding Overview

Personnel

Introduction & Key Concepts 4
Set Up Company Structure 15
Set Up General Codes 12
Set Up Qualification Related Codes 7
Set Up Payroll Related Codes 2
Set Up Transactions 5
Set Up Letter Templates 6
Set Up HR Workflow 12
Set Up Event Reminders 11
Set Up Job Profiles 7
Set Up Onboarding 7
Position Management 11
Hiring and Onboarding 9
Employees 3
Employee Transactions 12
Contracts 4
Immigration 10
Offboarding 11
Personnel FAQs 9

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