Offboard a leaving employee

Leaving checklists get forgotten when they live in someone's head. Add a row to your Offboarding tab with the employee, their manager's email and their last day, and this creates the tasks in Asana: system access removed on the last day, an exit interview 2 working days before it, and a handover task for the manager 5 working days before it.

The manager gets an email with the last day and what has been set up.

Google SheetsWhen a row is added to the Offboarding tab. Save it as leaver.When a row is added to the Offboarding tab. Save it as leaver.

Task: remove system accessCreate task 'Remove system access: leaver.fields.Employee'. Save it as it_task. Due date: leaver.fields["Last day"]Asana

Task: exit interviewCreate task 'Exit interview: leaver.fields.Employee'. Save it as exit_task. Due in working days: -2 Count working days from: leaver.fields["Last day"]Asana

Task: hand over their workCreate task 'Hand over work: leaver.fields.Employee'. Save it as handover_task. Due in working days: -5 Count working days from: leaver.fields["Last day"]Asana

Email the managerSend an email to leaver.fields["Manager email"]. Save it as told_manager. Subject: leaver.fields.Employee's offboardingHi, leaver.fields.Employee's last day is leaver.date_display. We've created the offboarding tasks in Asana, including a handover task assigned to you. ThanksGmail