Every exit gets a checklist that counts back from the last working day, so access is closed, equipment comes back, and final pay goes out on time.
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The countdown
Your account starts with a ready-made checklist of six tasks. Each one is due a set number of days before the person leaves, so nobody is left chasing a former employee for a password or a handover note.
Starting an offboarding
Choose the exit type, the last working day and a checklist, and add a reason if you want one on record. The tasks get their due dates, and everyone involved gets an alert and an email.
For HR
Each offboarding has its own page, with tabs for assets, access and documents. The Asset Return tab pulls every item still issued to the person from your asset records, so nothing walks out the door by accident.
Across the company, you see how many exits are pending, in progress, finished this month, and overdue.
For the person leaving
The person leaving sees their last working day, their manager, and what's left to do. They upload handover notes and paperwork straight to the task, which marks it done.
No. Every account starts with a ready-made checklist of six tasks, from handing over work to revoking access and processing final pay. Use it as it is, edit it, or build your own.
Each task is due a set number of days before the last working day. Change the last day and you know exactly when everything has to happen.
The Asset Return tab lists every company asset still issued to the person, straight from your asset records, next to the tasks for collecting them.
The leaving employee gets an alert and an email when their offboarding starts. Everyone assigned a task gets an alert and an email with its due date.
Yes. They upload handover notes and paperwork straight to their tasks, which marks each one complete.
Resignations, terminations, retirements, contract ends, and anything else. Pick the exit type when you start the offboarding and add a reason if you want one on record.
The ready-made offboarding checklist is waiting in your free trial.
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