Articles on: [Version 3.0 EN] System Setting - Employee Journey

[Version 3.0 EN] Initial Offboarding Settings in System Setting via Employee Journey

Offboarding Settings in System Setting

The Offboarding function allows Admin/HR management to set requirements or checklist items that need to be completed when an employee leaves the company.

Step-by-Step Guide to Adding "Offboarding" Requirements

Step 1: Click the System Setting menu in the left navigation section.
Step 2: Select the Employee Journey tab.
Step 3: In the Offboarding section, click the + Add Requirement button.

Step 4: Select the Type of requirement to add: Required Document: If it requires returning/submitting a document. Checklist Step: If it is an action or checklist (e.g., return laptop, access card).
Step 5: Enter the Title name for the requirement.
Step 6: Fill in the Description to provide clearer instructions or explanations.
Step 7: Enable Required if this checklist/document is mandatory for the employee to complete.
Step 8: Enable Enabled to ensure the status of this requirement is active and usable.
Step 9: (Optional) Click Browse in the Document Template section if you wish to upload a document template (applicable if choosing Type: Required Document).
Step 10: Click the Submit button to save the settings.

Here is an example of setting up + Add Requirement:

After clicking Submit, the new Offboarding requirement record will be displayed in the Offboarding table list.

Updated on: 21/09/2026

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