Layoff checklist

What has to happen when somebody leaves, and what is still outstanding.

Where

HR › HR Records › Joining & leaving › Layoff checklist

Who

Anyone allowed to see this screen.

Press + New checklist and list the steps of leaving, for example the handover, the equipment returned, access revoked and the final settlement.

Press + Start offboarding. Choose the person, the checklist and the last day.

Under In progress, each leaver shows every step with its date, how many are overdue and the share done.

The three figures at the top: Open offboarding, Steps past their date and Checklists. The checklists are listed at the bottom with their org unit and number of steps.

Layoff checklist: the leavers in progress and the checklists

When the person has left, close their account: see Add your staff.