Assign the Offboarding Checklist to Offboarding Employees

Send out the offboarding checklist to employees who are leaving the company.

Note: Before starting this task, ensure that the offboarding checklist is ready and that the primary task owner has been assigned.

1. Navigate to the Employee section

   In D365, navigate to Modules ▸ Human Resources ▸ Workers ▸ Employees

2. Identify and select the offboarding employees

   Select the relevant employee, then click Work from the Action Pane. Under Personnel Actions, click Terminate.

   

3. Update the Termination reason, end date and status

   Select the correct status from the Gemsstatus dropdown. Update the Termination reason. Fill in the Termination date and the Last day worked. Complete the Personnel action type from the dropdown. Click Continue.

4. Assign a checklist for the employee

   • Select Actions from the Action pane. Under Action, click Checklists.
   • Click Apply checklist. In the pop-up, update the Process type to Offboarding.
   • Select the Target date from the dropdown. The target date should match the selected end date from the previous step.
   • Select the checklist and press the right-facing arrow. Click OK.