Here you will find how to create an offboarding plan with tasks in the system, when an employee is quitting.
When clicking Offboarding in the menu to the left, you will get an overview of all the offborading plans created for employees in your company. To the right in the list you will find the task list, where everything that shall be done during the offboarding is included, and where you also can see who has been given the task to do it.
Create an offboarding plan
To create a plan, you click "New". Here you must first fill in which employee this plan is about. In this step you can also choose to use one of the offboarding templates that Grønn Jobb is offering.
In the second step you can see what equipment the employee has been given and in the third step you can see all the tasks that this employee has been asisgned, but not yet finished.
In the fourth step you create the actual plan for what should be done in the offboarding process for this employee. If you have chosen to use a template, the items from that template will be shown here. You can always delete or add new items if you wish to do so. You can add tasks to the items if you want that.
When you are satisfied with your plan, you can complete it. If you have added tasks, they will now be sent to the responsible employees. Now you can see all the items that shall be done and check off the ones who has been completed. If an item has tasks connected to it, the status will update automatically when the status of the task is updated. You can also add and delete tasks here.
