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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.
  • Go to the Workflows section and click on “Workflows”
  • To create a new one, click on the “New Workflow” button.
  • 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”.

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