> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.heartsome.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Setting up offboarding steps

Learn how, as an HR admin, you set which steps go on the checklist when someone leaves. Think of the things Heartsome can't know: removing them from Slack or the password manager, changing the alarm code.

#### Where do you find it?
Go to Company Settings → Offboarding.

#### What's already there?
If you haven't changed anything yet, you'll see five example steps:
* Remove from the company email, or set up forwarding
* Remove from the chat tool
* Remove from the password manager
* Remove from shared drives and calendars
* Hand over open work and contacts
Change them to fit the tools your company uses.

#### How to change the list
* **Add a step**: click Add step, type the step, for example "Remove from the accounting software", and click Add.
* **Edit a step**: click Edit next to the step and click Save.
* **Delete a step**: click Delete and confirm.
* **Change the order**: drag a step to a different place.

Changes apply to everyone whose leaving you record from then on. The checklist of someone whose leaving is already recorded doesn't change. To add a step for one person, add it on their own checklist. See [Working through the leaving checklist](https://help.heartsome.co/en/article/working-through-the-leaving-checklist-1et9le5/).

| Tip: don't put laptops, phones or keys here. Track those as assets, and Heartsome puts them on the checklist by itself.

#### Exit survey on or off
On the same page is the switch Send leavers an exit survey. It's on by default: every leaver's checklist then asks you to send an exit survey before their last day. See [Sending an exit survey](https://help.heartsome.co/en/article/sending-an-exit-survey-s88ejo/).

If you hold your goodbye conversation another way, you can turn the switch off. The exit survey item then no longer appears on the checklist. A survey that was already sent is kept.

#### Who can do this?
HR admins and the account owner.