Offboard a leaving employee
When a row is added to your Offboarding sheet, creates the offboarding tasks in Asana, dated from the last day, and emails the manager.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsNew row triggerStarts when a row is added to the Offboarding tab.
- 2AsanaCreate taskCreates each task with a due date counted from the last day.
- 3GmailSendTells the manager.
How it works
What happens on each run, in plain English.
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.
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