How to create an Offboarding Workflow
Offboarding workflows are useful when employees leave an organization and you’d like to complete a list of tasks before they leave.
- Go to the top right “Setup” menu > “Forms, Workflows & Template” sub-menu.
![Offboarding](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/63d7c189febc11850f1ddf25_Offboarding1.png)
- Go to the Workflows section and click on “Workflows”
![Offboarding](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/63d7c189febc11b5db1ddf23_Offboarding2.png)
- To create a new one, click on the “New Workflow” button.
![Offboarding](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/63d7c189febc114c621ddf24_Offboarding3.png)
- Fill out the details of the workflow, including a)Select Worktype as Offboarding
- b) Workflow Applicable to Specify what type of object this workflow will be applicable to – user, candidates-, or if it is a “performance review workflow. For Offboarding workflows, select “User".
- Click on “Save Workflow”.
![Offboarding](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/63d7c189febc111db11ddf26_Offboarding4.png)
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