Before triggering an offboarding process, it is important to configure the data within each process.
1- Create Tasks
The first step is to create offboarding tasks by going to Onboarding/Offboarding > Offboarding and clicking on the gear icon ⚙️ to access edit mode.
For more information on how to create offboarding tasks, please refer to the article Creating an offboarding task.
2- Creating templates
Once the tasks have been created, the second step is to configure offboarding templates by clicking on the Templates tab. You must link the tasks & templates together. For more information on how to proceed, please refer to the article Creating Offboarding templates.
3- Linking templates to job titles
The final step is to link the created templates to each of the job titles present in the system by accessing the third tab: Job Title / Template. For more information, please refer to the article Link offboarding templates to job titles.
Trigger an offboarding process
Once the configurations are complete, ypu should be able to launch offboarding processes. For more information on this, please refer to the article Launch an offboarding process.