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Checklists are accessed via the bell icon in the top-right corner of the screen.
Step 1: Click on the Bell Icon – This page shows you My to do items , My notifications, My Checklists
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Step 2: In this screen, the user can access the Off- boarding checklist by selecting my checklist, then clicking “Open Checklist”
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Employee Tasks
Offboarding Checklist contains 4 tasks for employees: Instructions, Exit Survey, Return Assets and Handover.
Exit Survey
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Return Assets
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Return Assigned Assets (check employee has returned assets, then provide to IT)
Employee Handover
Facilities Tasks
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IT Review Returned Assets
Terminate Systems Access
Payroll Tasks
Final Pay Review
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