Duplicate this first before you do anything else! ⤵️

Team Member Offboarding Roadmap [ TEMPLATE]

<aside> <img src="/icons/new-alert_blue.svg" alt="/icons/new-alert_blue.svg" width="40px" /> INSTRUCTIONS

1. Duplicate the Team Member Offboarding Roadmap [ TEMPLATE]

• Click on the 6 button

  

• Then click Duplicate

2. Change the name from “Team Member” to the team member’s name as well as on all pages inside (i.e. [Name] Onboarding) see John Smith Offboarding Roadmap as example.

• make sure to delete the word [TEMPLATE]

3. Once done, move your personalized Team Member Offboarding Roadmap [ TEMPLATE] to this database and add it to the appropriate status (i.e. Admin, Company, Tasks, Done).

All departing team member’s offboarding roadmap must be added to the Offboarding Team Member database to start their offboarding process.

</aside>

Offboarding Team Member Database

Offboarding Team Member