If an employee is resigning or being terminated, here’s how to use WootRecruit’s offboarding feature to ensure a smooth and organized exit process. This checklist helps you remove access, return resources, and give a professional sendoff.

How to Use the Offboarding Feature in WootRecruit

1. Access the Offboarding Checklist

   ✅ Click on the applicant’s card in your pipeline.

   ✅ Select the Offboard section.

2. Follow the Step-by-Step Checklist

   • Review the list of tasks to complete before the employee’s final day.
   • Steps may include removing system access, collecting company equipment, and finalizing paperwork.

3. Adjust for Each Situation

   • The checklist can be customized based on resignation dates, notice periods, and termination timelines.
   • Use it as a reference for both voluntary and involuntary exits.

⚠️ Important Notes

• A structured offboarding process ensures nothing is missed and protects your business.
• Maintaining professionalism during offboarding leaves a positive lasting impression—even when employees move on.

Done! You can now offboard employees efficiently while maintaining a professional and organized process.