Custom Offboarding Checklist
Sense can run a tailored offboarding checklist for the leaver, their manager and HR. Each person sees the tasks relevant to them while the process remains connected to the employee record.
How it works
The business can standardise handover, equipment, access and HR actions without forcing every leaver through the same generic checklist.
1
Create checklist screen
Create an Offboarding Checklist screen.
2
Set participant variants
Set variants for the leaver, manager and HR.
3
Trigger on leaver process
Trigger the workflow when the employee enters the leaver process.
4
Assign checklist tasks
Sense assigns each participant the relevant checklist tasks.
See this workflow running
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FAQ
What starts this workflow?+
The documented process starts with: Create an Offboarding Checklist screen.
What happens at the end of the workflow?+
The final documented step is: Sense assigns each participant the relevant checklist tasks.
Who is involved?+
The documented participants are Employees, Managers, Administrators.
What can we configure?+
The documented configuration includes Checklist questions; Attachments; Screen variants.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.