Offboarding
Exit checklists that match how you onboard
When someone leaves, HR, the manager, and the employee each see their tasks: assets, handoffs, and acknowledgements, with a trail of what finished.
Exit templates · Portal tasks · Asset returns · Shared visibility
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Outcomes
The last day is a checklist, not a thread
Owners are obvious
HR, manager, and employee tasks show up in the portal that owns them.
Assets come back
Return steps can sit on the same exit packet as access and handoff tasks.
Same shape as hiring
Offboarding mirrors onboarding packets so the lifecycle feels consistent.
A close-out trail
You can see what finished before the record is closed.
Capabilities
Templates, tasks, and handoffs
This is the exit workflow. Recruiting and onboarding cover the way in.
Packets for leaving
Start from a template when a resignation or termination is recorded, instead of rebuilding the list in email.
- Offboarding templates
- Cross-portal task lists
- Manager and HR visibility
- Employee exit tasks
Assets and access reminders
Pair the checklist with Assets so equipment returns are tasks, not a last-day surprise.
- Asset return steps
- Knowledge handoffs
- Exit acknowledgements
- Lifecycle continuity
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Unassigned
How it works
Start the exit, then close the record
Each portal shows only the tasks that role owns.
Start offboarding
Trigger a template when the departure is recorded.
Assign owners
HR, manager, and employee tasks appear in the right portals.
Complete the list
Returns, acknowledgements, and handoffs move to done.
Close the record
The trail shows what finished before the employee record closes.
Scope
What offboarding includes
ClickUp can also open a termination task list. The checklist of record stays in Peovix.
In Peovix
Templates, portal tasks, asset return steps, and exit acknowledgements.
With Assets
Equipment assigned to the person can become return tasks on the packet.
With ClickUp
IntegrationOptional outbound task lists when someone leaves. Peovix remains the HR record.
FAQ
Straight answers
Related
Close the employee record without a scramble
Start a trial or map your current exit checklist onto a template.
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