In this article, we discuss how we can set the offboarding tasks in Asanify and understand the relevant terminology by following a step-by-step guide.
Instructions to set the offboarding tasks
Here is a step-by-step guide
Step 1: Use the Offboarding option
Use the Company dropdown in the left navigation bar of the Dashboard.
From the Company dropdown, select the Offboarding option.
Step 2: Configuring the Offboarding Settings
Publish Job Posting: the assigned person has to publish the job posting before the deadline assigned to them.
The option can be assigned to either the manager, admin, or any other employee.
Offboarding Mail: The Offboarding mail has to be sent by the assigned person before the provided deadline.
The option can be assigned to either the manager, admin, or any other employee.
Issue Reference Letter: The reference letter has to sent by the assigned member before the assigned deadline.
The option can be assigned to either the manager, admin, or any other employee.
Download Personal Documents: The personal documents have to be downloaded by the assigned person before the deadline.
The option can be assigned to either the manager, admin, or any other employee.
Final Appraisal: The Final Appraisal has to be given by the assigned person before the mentioned deadline.
The option can be assigned to either the manager, admin, or any other employee.
Return Work Equipment: The work equipment has to be returned by the employee before the mentioned deadline.
The option can be assigned to either the manager, admin, or employee himself.
Close Accounts: All the accounts have to be closed by the mentioned personnel before the given deadline.
The option can be assigned to either the manager, admin, or any other employee.
Hit Save Settings to save the settings for the future and all the offboarded employees will have to go through it.
