How to add Employee Offboarding Tasks

When offboarding a user, Vanta will automatically add all integrated vendors (monitored accounts), and ALL non-integrated vendors (unmonitored accounts) to the offboarding checklist for employees.

The list of non-integrated vendors can be edited by checklist for groups, and removed from the offboarding process.

Procedure

Go to People
Go to Checklists
Select desired checklist
Go to Offboarding tasks
Click +Add Custom Task
Add details of Custom task and click Create:
Once task is created, the section can be toggled on, select the task and add a start date for the task
Click Save checklist