How-toOnboarding & Offboarding
How do I complete a step or a whole journey?
Open the step, set its status to “Done” and add the evidence if the template asks for it. Required and critical steps can't be skipped. A step only works once every step it depends on is done. On an offboarding, access, returns and handovers stay open until someone owns them and has confirmed them. Then you can “Complete journey”.
- Open the journey and the step under “Steps”.
- Check owner and evidence, choose “Done” and click “Save step”.
- On an offboarding: under “Review offboarding”, enter a person for each access, return and handover and set “Confirmed”.
- Click “Complete journey”. Cancelling needs a reason, and the history is kept.
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