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How to create Offboarding checklists?
This article explains how to create an offboarding checklist.
Creating an Offboarding checklist is similar to creating any other type of checklist except for the trigger criteria. Refer to this article to learn to create a new checklist.
For an Offboarding checklist, set the schedule to Employee is terminated as shown below.
The checklist with the correct tasks will be assigned immediately once the employee is terminated even though if the effective date is in the future.
Please refer to this article to initiate termination.