Add Personnel Offboarding Tasks

  • Updated

When offboarding personnel, Vanta will automatically add all integrated vendors (monitored accounts) and ALL non-integrated vendors (unmonitored accounts) to the offboarding checklist for employees. A checklist for groups can edit the list of non-integrated vendors and remove them from the offboarding process. 

  • Go to Personnel, followed by People, and select Checklists 
  • Select the desired checklist 
  • Go to Offboarding tasks
  • Select +Add Custom Task 
  • Add details of the Custom task, and click Create
  • Once the task is created, the section can be toggled on, and the task can be selected and added to the start date.
  • Click Save checklist
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