Offboarding Steps
Define individual tasks and their elements for the offboarding process.
Overview
Offboarding steps are the building blocks of your offboarding templates. Each step can contain multiple elements.
Create Step
Basic Data
- Name: Step designation (e.g., "Deactivate Access", "Handover")
Structure
Left Side
- List of all created steps
- Search function
Right Side
- Elements of the selected step
- Element management
Elements
You can add elements to each step:
- Individual tasks or to-dos
- Simple text entries
- Displayed as a list
Examples
Step: "IT Return"
Elements:
- Return laptop
- Hand in phone
- Collect access cards
- Reset passwords
Step: "Knowledge Transfer"
Elements:
- Hand over project documentation
- Transfer customer contacts
- Discuss open tasks
- Train successor
Step: "Administrative Tasks"
Elements:
- Create work reference
- Calculate final salary
- Settle vacation days
- Archive personnel file
Usage
- Create step: Enter name and save
- Add elements: Individual tasks for the step
- Include in template: Steps are used in Offboarding Templates
Important Notes
Reusability
Once created, steps can be used in multiple templates.
Save
Don't forget to save after adding elements.