Create offboarding templates

Steps to create offboarding templates

1. In Folks, navigate to the Task Management page: Onboarding/Offboarding > Offboarding and click the gear icon ⚙️ to access edit mode.

2. Click on the Templates tab. In the Type dropdown, select Offboarding.
   In the Template dropdown, select New Template.
   Name your template by entering it in the Template Name field.

3. Click Add to link tasks to the template.

4. In the window that appears, select the task to add, as well as the desired order in the list.
   Important: Tasks are added to the list without any particular visual distinction. It is therefore essential to save the template before exiting. 
   Make sure to choose the task order precisely, as it cannot be easily modified without a complete review of the steps.

5. Select or modify the person responsible for the task.

6. Repeat steps 3 to 5 depending on the number of tasks you need to add.

7. When all your tasks have been added, click Save data.

💡 Tip:

To save time, use the Use Existing Template function to copy a template that has already been created.

You can then adjust the list according to your needs by: adding or removing tasks or changing the owner.