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How to create an Offboarding Workflow

January 29, 2021 · Workflows & Forms,

Offboarding workflows are useful when employees leave an organization and you’d like to complete a list of tasks before they leave.


  1. Go to the top right “Setup” menu > “Forms, Workflows & Template” sub-menu. Offboarding
  2. Go to the Workflows section and click on “Workflows”Offboarding
  3. To create a new one, click on the “New Workflow” button.Offboarding
  4. 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”.

      1. Click on “Save Workflow”. 


      Learn more on ” How to create a Workflow