How to create the offboarding flow?

Learn how to create the offboarding flow and add a chain of tasks

Updated over a week ago

Offboarding is when an employee breaks up with people and the organization where he or she worked.


Now let's move on to setting up the process on your system. Schematically, the same logic sets offboarding as onboarding. To create a new onboarding process, go to ''Settings -> PeopleHR -> Offboarding.''


Example of creating a task

After creating an offboarding flow, you should edit and create a task for it. The offboarding will be created as a chain of tasks for employees.

When creating a task, you need to name it and select the assigned employee (if the task is created for each employee, you just need to specify "Employee"). Select how many days later he gets the task and by what date it should be completed. You can also add a description to the task.



Creating child tasks

If you want to build a continuous task tree, you can create a child task on top of an existing one. The task will be sent only after the parent task is finished.




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